Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / RAFI US 1500
-
Number of holders
-
193
-
Total 13F shares, excl. options
-
5,825,795
-
Shares change
-
-452,543
-
Total reported value, excl. options
-
$1,112,949,300
-
Value change
-
-$87,013,320
-
Number of buys
-
73
-
Number of sells
-
-68
-
Price
-
$191.71
Significant Holders of INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) as of Q4 2021
211 filings reported holding PRFZ - INVESCO EXCHANGE TRADED FD T - RAFI US 1500 as of Q4 2021.
INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) has 193 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,825,795 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (2,407,720 shares), BANK OF AMERICA CORP /DE/ (588,833 shares), Warren Averett Asset Management, LLC (288,875 shares), RAYMOND JAMES & ASSOCIATES (228,015 shares), MORGAN STANLEY (226,380 shares), Arbor Investment Advisors, LLC (136,015 shares), WADDELL & ASSOCIATES, LLC (124,048 shares), WELLS FARGO & COMPANY/MN (116,555 shares), LPL Financial LLC (111,509 shares), and ADVISOR GROUP HOLDINGS, INC. (108,505 shares).
This table shows the top 193 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.