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Get Institutions for : 
Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)  
$36.72 0.00 (0.00%) as of 4:30 Mon 4/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 248    12
Total shares held : 
 42,311,741  
% of shares held : 
 47.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 1,305,333  
% of shares held change : 
   1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.58  
Last Quarter's Ending Price : 
 $37.49  
Last Quarter's Average Price : 
 $33.53  
Change from last quarter's     
avg. price to the last closing  : 
3.19 (9.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 177,446
 0.42%
 
Increased Positions :
68
 2,333,652
 5.52%
 
Unchanged Positions :
81
 737,600
 1.74%
 
Decreased Positions :
76
-1,171,762
-2.77%
 
Closed Positions :
11
-34,003
-0.08%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advance Capital Management Inc. 68 *New 2024-03-31 16,544 $650,000 16,544
   Fidelis Capital Partners LLC 196 *New 2024-03-31 14,500 $570,000 14,500
   HARBOUR INVESTMENT MANAGEMENT LLC 71 *New 2024-03-31 11,004 $432,000 11,004
   Rockefeller Capital Management L.P. 1385 *New 2023-12-31 11,217 $421,000 11,217
   WETHERBY ASSET MANAGEMENT INC 729 *New 2023-12-31 7,828 $293,000 7,828
   Sigma Planning Corp 1097 *New 2024-03-31 5,476 $215,000 5,476
   JANNEY MONTGOMERY SCOTT LLC 2539 *New 2024-03-31 5,269 $207,000 5,269
   Oakworth Capital Inc. 214 *New 2024-03-31 3,834 $151,000 3,834
   MILESTONE GROUP INC 221 *New 2024-03-31 2,000 $79,000 2,000
   MATHER GROUP, INC. 820 *New 2024-03-31 1,718 $64,000 1,718
   GAMMA Investing LLC 1089 *New 2024-03-31 1,174 $46,000 1,174
   Northwest Financial Advisors 308 *New 2024-03-31 1,002 $39,000 1,002
   PALISADE ASSET MANAGEMENT, LLC 285 *New 2024-03-31 970 $38,000 970
   Anfield Capital Management LLC 150 *New 2024-03-31 292 $11,000 292
   GHP INVESTMENT ADVISORS INC 657 *New 2024-03-31 230 $9,000 230
   HOWE & RUSLING INC 331 *New 2023-12-31 225 $8,000 225
   New Millennium Group LLC 212 *New 2023-12-31 210 $8,000 210
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 338 *New 2024-03-31 200 $8,000 200
   Smartleaf Asset Management LLC 928 *New 2024-03-31 175 $7,000 175
   First Command Advisory Services Inc. 415 *New 2024-03-31 90 $4,000 90
   Dunhill Financial LLC 309 *New 2023-12-31 101 $4,000 101
  21 Records found
  1    
  Page 1 of 1
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