Who Owns Invesco RAFI US 1500 Small-Mid ETF (PRFZ)?Hedge Fund & Institutional Holders

$45.45-0.20 (-0.44%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5798159800061e+219T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$33.13$37.28$41.43$45.58$49.73Jul 24May 25Mar 26

PRFZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Arbor Investment Advisors, LLCNew Position+784K+$36.0M
Stonebridge Financial Group, LLCNew Position+724K+$33.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+579K+$27.5M
Sanctuary Advisors, LLCNew Position+378K+$16.5M
Align Financial, LLCNew Position+16K+$16.2M
Three Bridge Wealth Advisors, LLCNew Position+266K+$12.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+259K+$11.0M
Accredited Investors Inc.New Position+170K+$7.8M
Bank of New York Mellon CorpNew Position+141K+$6.0M
Ducere Wealth Management LLCNew Position+142K+$6.0M
Cornerstone Wealth Management, LLCNew Position+124K+$5.7M
Perigon Wealth Management, LLCNew Position+123K+$5.6M
ALBION FINANCIAL GROUP /UTNew Position+112K+$5.1M
Cerity Partners LLCNew Position+120K+$5.0M
INTEGRITY ALLIANCE, LLC.New Position+92K+$4.2M

PRFZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-33K-$114.4B
Waverly Advisors, LLCDecreased-27K-$52.4B
RAYMOND JAMES FINANCIAL INCDecreased-2K-$47.0B
FIRST FOUNDATION ADVISORSDecreased-30K-$36.5B
Wealthspire Retirement, LLCDecreased-8K-$15.7B
UBS Group AGDecreased-33K-$13.2B
AlphaCore Capital LLCDecreased-27K-$12.2B
Mariner, LLCDecreased-7K-$10.6B
Dynamic Advisor Solutions LLCDecreased-72K-$10.0B
Arlington Financial Advisors, LLCDecreased-860-$7.5B
MERCER GLOBAL ADVISORS INC /ADVDecreased-4K-$6.7B
Verum Partners LLCDecreased-989-$6.6B
JPMORGAN CHASE & CODecreased-13K-$5.9B
Steward Partners Investment Advisory, LLCDecreased-10K-$5.5B
Charles Schwab Trust CoDecreased-1K-$5.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc34,426$1.6B0.25%Share
2BANK OF AMERICA CORP /DE/2,135,549$98.0M0.01%Share
3LPL Financial LLC1,332,004$61.0M0.02%Share
4Waverly Advisors, LLC1,127,581$51.0M0.41%Share
5MORGAN STANLEY1,104,006$50.0M0.00%Share
6Cetera Investment Advisers995,856$45.0M0.05%Share
7RAYMOND JAMES FINANCIAL INC941,572$43.0M0.01%Share
8Arbor Investment Advisors, LLC784,081$36.0M4.73%Share
9ROYAL BANK OF CANADA780,498$35.0M0.01%Share
10Stonebridge Financial Group, LLC723,888$33.2M2.84%Share
11FIRST FOUNDATION ADVISORS676,903$31.1M1.17%Share
12WELLS FARGO & COMPANY/MN645,461$29.0M0.01%Share
13WCG Wealth Advisors LLC627,859$28.8M0.81%Share
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC579,102$27.5M0.04%Share
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO191,807$17.8M0.01%Share
16Wealthspire Retirement, LLC379,703$17.4M1.06%Share
17Align Financial, LLC16,245$16.2M0.01%Share
18Invesco Ltd.329,779$15.1M0.00%Share
19Three Bridge Wealth Advisors, LLC265,783$12.2M3.22%Share
20Baird Financial Group, Inc.263,627$12.0M0.02%Share
21Sanctuary Advisors, LLC260,181$11.9M0.07%Share
22UBS Group AG255,903$11.7M0.00%Share
23Johnson & White Wealth Management, LLC254,833$11.7M5.09%Share
24CAPTRUST FINANCIAL ADVISORS251,507$11.0M0.02%Share
25AlphaCore Capital LLC240,302$11.0M0.25%Share
26COMMONWEALTH EQUITY SERVICES, LLC258,696$11.0M0.01%Share
27Mariner, LLC228,023$10.0M0.01%Share
28BANK OF AMERICA CORP /DE/197,492$9.0M0.00%Share
29Regal Investment Advisors LLC173,892$8.0M0.48%Share
30Accredited Investors Inc.170,003$7.8M0.41%Share
31Arlington Financial Advisors, LLC163,370$7.5M1.07%Share
32Equitable Holdings, Inc.168,213$7.0M0.05%Share
33Dynamic Advisor Solutions LLC147,660$6.8M0.22%Share
34Verum Partners LLC144,661$6.6M1.34%Share
35AQR CAPITAL MANAGEMENT LLC148,952$6.0M0.00%Share
36Ducere Wealth Management LLC141,583$6.0M2.36%Share
37BANK OF AMERICA CORP /DE/149,419$6.0M0.00%Share
38MERCER GLOBAL ADVISORS INC /ADV144,492$6.0M0.01%Share
39Bank of New York Mellon Corp140,933$6.0M0.00%Share
40Creative Planning146,675$6.0M0.00%Share
41Traction Financial Partners, LLC127,069$5.8M3.46%Share
42Cornerstone Wealth Management, LLC123,804$5.7M0.30%Share
43Perigon Wealth Management, LLC122,868$5.6M0.10%Share
44Charles Schwab Trust Co116,443$5.3M0.35%Share
45ALBION FINANCIAL GROUP /UT112,200$5.1M0.32%Share
46Cerity Partners LLC120,392$5.0M0.01%Share
47Focus Partners Wealth110,945$5.0M0.01%Share
48HighTower Advisors, LLC117,188$5.0M0.01%Share
49Steward Partners Investment Advisory, LLC111,739$5.0M0.03%Share
50Invesco Ltd.107,107$4.9M0.00%Share

PRFZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025306$2.6B+134
Q3 2025172$759.6B-84
Q2 2025256$762.0B-18
Q1 2025274$1.6T+37
Q4 2024237$51.2T+35
Q3 2024202$1282.3T+4
Q2 2024198$1191.0T+10
Q1 2024188$405.0T—

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As of Q4 2025, 50 institutional investors hold PRFZ (Invesco RAFI US 1500 Small-Mid ETF). The largest holder is Bell Investment Advisors, Inc with $1.6B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PRFZ?

As of Q4 2025, 50 institutional investors report holding PRFZ (Invesco RAFI US 1500 Small-Mid ETF) in their 13F filings.

Who is the largest institutional holder of PRFZ?

The largest institutional holder of PRFZ is Bell Investment Advisors, Inc with $1.6B in shares.

Is institutional ownership of PRFZ increasing or decreasing?

This quarter, 15 institutions opened new positions in PRFZ and 0 closed their positions.