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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
   NBC SECURITIES INC. 2144 *Closed 2024-03-31 0 $0 -1,120
   Lehman & Derafelo Financial Resources LLC 114 *Closed 2022-12-31 0 $0 -35
   IFG Advisory LLC 387 *Closed 2024-03-31 0 $0 -6,762
   ESSEX FINANCIAL SERVICES INC 549 *Closed 2024-03-31 0 $0 -11,389
   BKM Wealth Management LLC 325 *Closed 2024-03-31 0 $0 -389
   RENAISSANCE TECHNOLOGIES LLC 4063 *Closed 2023-12-31 0 $0 -14,100
   Coppell Advisory Solutions Corp. 798 *Closed 2023-03-31 0 $0 -106
   Stonebridge Capital Advisors LLC 529 *Closed 2023-12-31 0 $0 -951
   Pacifica Partners Inc. 542 *Closed 2024-03-31 0 $0 -10
   Stegent Equity Advisors Inc. 83 *Closed 2024-03-31 0 $0 -6,272
   Synergy Financial Management LLC 169 *Closed 2024-03-31 0 $0 -83,520
   Cutler Group LP 1455 *Closed 2024-03-31 0 $0 -1,500
   Advisor Resource Council 466 *Closed 2024-03-31 0 $0 -7,073
   FTB Advisors Inc. 2466 *Closed 2024-03-31 0 $0 -1,420
   BARRETT & COMPANY INC. 619 *Closed 2024-03-31 0 $0 -750
   ARLINGTON PARTNERS LLC 241 *Closed 2024-03-31 0 $0 -32
   Carlson Capital Management 187 *Closed 2024-03-31 0 $0 -7,780
   SAWGRASS ASSET MANAGEMENT LLC 214 *Closed 2023-12-31 0 $0 -7,500

  18 Records found
  1    
  Page 1 of 1
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