Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / RAFI US 1500
-
Number of holders
-
278
-
Total 13F shares, excl. options
-
41,796,079
-
Shares change
-
-664,822
-
Total reported value, excl. options
-
$1,739,273,301
-
Value change
-
-$27,648,099
-
Number of buys
-
108
-
Number of sells
-
-97
-
Price
-
$41.61
Significant Holders of INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) as of Q4 2024
295 filings reported holding PRFZ - INVESCO EXCHANGE TRADED FD T - RAFI US 1500 as of Q4 2024.
INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) has 278 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41,796,079 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (19,684,630 shares), BANK OF AMERICA CORP /DE/ (2,611,574 shares), Waverly Advisors, LLC (1,321,060 shares), LPL Financial LLC (1,239,605 shares), MORGAN STANLEY (1,125,538 shares), FIRST FOUNDATION ADVISORS (1,105,902 shares), RAYMOND JAMES FINANCIAL INC (1,009,453 shares), Arbor Investment Advisors, LLC (863,662 shares), WELLS FARGO & COMPANY/MN (770,239 shares), and Royal Bank of Canada (691,179 shares).
This table shows the top 278 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.