Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) Shares Acquired by Wealthspire Advisors LLC

Wealthspire Advisors LLC lifted its position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 5.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 98,401 shares of the company’s stock after acquiring an additional 5,273 shares during the quarter. Wealthspire Advisors LLC owned approximately 0.16% of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4,094,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Private Advisor Group LLC lifted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 1.0% in the 3rd quarter. Private Advisor Group LLC now owns 42,639 shares of the company’s stock valued at $1,772,000 after acquiring an additional 438 shares in the last quarter. Blue Trust Inc. purchased a new stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF in the 3rd quarter valued at approximately $68,000. JPMorgan Chase & Co. lifted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 23.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 54,919 shares of the company’s stock valued at $2,282,000 after acquiring an additional 10,302 shares in the last quarter. Cerity Partners LLC lifted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 11.7% in the 3rd quarter. Cerity Partners LLC now owns 134,945 shares of the company’s stock valued at $5,607,000 after acquiring an additional 14,123 shares in the last quarter. Finally, Private Trust Co. NA lifted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 73.0% in the 3rd quarter. Private Trust Co. NA now owns 995 shares of the company’s stock valued at $41,000 after acquiring an additional 420 shares in the last quarter.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Performance

Shares of NASDAQ:PRFZ opened at $41.19 on Monday. The company has a market cap of $2.51 billion, a PE ratio of 17.60 and a beta of 1.19. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 52 week low of $36.12 and a 52 week high of $45.80. The firm has a 50 day simple moving average of $42.41 and a 200 day simple moving average of $42.08.

Invesco FTSE RAFI US 1500 Small-Mid ETF Announces Dividend

The business also recently disclosed a dividend, which was paid on Friday, December 27th. Shareholders of record on Monday, December 23rd were paid a $0.2305 dividend. The ex-dividend date of this dividend was Monday, December 23rd.

About Invesco FTSE RAFI US 1500 Small-Mid ETF

The Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) is an exchange-traded fund that is based on the FTSE RAFI US 1500 index. The fund tracks a fundamentally-weighted index of 1,500 small- and mid-cap companies in the US that are selected using fundamental metrics. PRFZ was launched on Sep 20, 2006 and is managed by Invesco.