INVESCO FTSE RAFI US 1500 SM (PRFZ) Institutional Ownership Changes & 13F Activity
INVESCO FTSE RAFI US 1500 SM (PRFZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Wells Fargo & Company/Mn, Aqr Capital Management Llc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +5,756 | +6.9% | 88,622 | $4.94M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,446 | — | 4,446 | $247.97K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +34,231 | — | 34,231 | $1.91M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -10,979 | -45.3% | 13,278 | $740.52K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +5,173 | +8.9% | 63,128 | $3.52M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +253 | — | 253 | $14.11K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,142 | -23.4% | 10,303 | $574.58K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +11,015 | +4.0% | 286,779 | $15.99M | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +115,881 | — | 115,881 | $6.46M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +103,683 | — | 103,683 | $5.78M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +99,961 | +10.7% | 1,031,039 | $57.50M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +65,046 | +40.7% | 224,734 | $12.53M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +64,399 | +9.2% | 767,863 | $42.82M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -43,903 | -4.2% | 1,010,685 | $56.37M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -37,840 | -3.4% | 1,071,783 | $59.77M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -29,576 | -1.0% | 2,829,358 | $157.79M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +27,354 | — | 27,354 | $1.53M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -25,367 | -76.2% | 7,932 | $442.37K | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Sell | -19,733 | -2.6% | 739,179 | $41.22M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +19,053 | +148.3% | 31,903 | $1.78M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -10,641 | -4.2% | 241,085 | $13.45M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,721 | +6.9% | 104,432 | $5.72M | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, Llc | Buy | +6,107 | +86.7% | 13,149 | $733.34K | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -5,696 | -0.9% | 634,759 | $35.40M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,300 | +9.7% | 59,764 | $3.33M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +4,885 | — | 4,885 | $272.44K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +4,584 | +2.6% | 179,531 | $10.01M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +4,100 | — | 4,100 | $228.66K | Q2 2026 | Aug 14, 2026 |
| Hirtle & Co., Llc | Buy | +4,042 | — | 4,042 | $225.42K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +3,370 | +20.3% | 19,942 | $1.11M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about PRFZ activity
Which institutional owners are buying PRFZ?
Institutional owners buying PRFZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PRFZ activity?
"Buy" means an investor increased their reported position in PRFZ compared to the prior reporting period. This reflects growing exposure to INVESCO FTSE RAFI US 1500 SM (PRFZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PRFZ increasing?
Institutional interest in PRFZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.