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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+5,756+6.9%88,622$4.94MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+4,446—4,446$247.97KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+34,231—34,231$1.91MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-10,979-45.3%13,278$740.52KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+5,173+8.9%63,128$3.52MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+253—253$14.11KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-3,142-23.4%10,303$574.58KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+11,015+4.0%286,779$15.99MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+115,881—115,881$6.46MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+103,683—103,683$5.78MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+99,961+10.7%1,031,039$57.50MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+65,046+40.7%224,734$12.53MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+64,399+9.2%767,863$42.82MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-43,903-4.2%1,010,685$56.37MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-37,840-3.4%1,071,783$59.77MQ2 2026Aug 14, 2026
Bank Of America CorpSell-29,576-1.0%2,829,358$157.79MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+27,354—27,354$1.53MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-25,367-76.2%7,932$442.37KQ2 2026Aug 14, 2026
First Foundation AdvisorsSell-19,733-2.6%739,179$41.22MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+19,053+148.3%31,903$1.78MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-10,641-4.2%241,085$13.45MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,721+6.9%104,432$5.72MQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcBuy+6,107+86.7%13,149$733.34KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-5,696-0.9%634,759$35.40MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,300+9.7%59,764$3.33MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,885—4,885$272.44KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+4,584+2.6%179,531$10.01MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+4,100—4,100$228.66KQ2 2026Aug 14, 2026
Hirtle & Co., LlcBuy+4,042—4,042$225.42KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+3,370+20.3%19,942$1.11MQ2 2026Aug 14, 2026
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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.