Institutional Ownership Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ). We have compiled data on the 290 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
10,188
shares
|
$424,330
0.0% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
10,187
shares
|
$424,288
0.18% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
9,855
shares
|
$410,460
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
9,853
shares
|
$410,377
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,824
shares
|
$409,169
0.0% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
9,757
shares
|
$406,379
0.15% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
9,480
shares
|
$394,842
0.02% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,285
shares
|
$386,720
0.0% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
8,957
shares
|
$373,059
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
8,880
shares
|
$369,852
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
8,731
shares
|
$363,646
0.0% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
8,711
shares
|
$362,813
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,561
shares
|
$356,565
0.0% of portfolio
|
Q3 2024
Reduced 44.2%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
8,495
shares
|
$353,816
0.25% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,249
shares
|
$343,570
0.01% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
8,241
shares
|
$343,237
0.01% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
8,150
shares
|
$339,447
0.06% of portfolio
|
Q1 2024
Reduced 23.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,955
shares
|
$331,325
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
7,905
shares
|
$329,243
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
7,710
shares
|
$321,121
0.2% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,698
shares
|
$320,621
0.01% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
7,691
shares
|
$320,330
0.2% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,670
shares
|
$319,455
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,569
shares
|
$315,248
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
7,488
shares
|
$311,875
0.14% of portfolio
|
Q3 2024
Reduced 66.67%
|