Lion Street Advisors LLC Has $1.22 Million Holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Lion Street Advisors LLC boosted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,194 shares of the company’s stock after acquiring an additional 826 shares during the period. Lion Street Advisors LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $1,215,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of PRFZ. Brighton Jones LLC increased its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 1.2% during the third quarter. Brighton Jones LLC now owns 25,232 shares of the company’s stock valued at $1,048,000 after purchasing an additional 297 shares during the period. Sequoia Financial Advisors LLC raised its stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 3.4% in the 3rd quarter. Sequoia Financial Advisors LLC now owns 10,925 shares of the company’s stock valued at $454,000 after buying an additional 360 shares in the last quarter. Spire Wealth Management lifted its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 4.9% during the 4th quarter. Spire Wealth Management now owns 8,644 shares of the company’s stock worth $360,000 after acquiring an additional 403 shares during the period. Janney Montgomery Scott LLC boosted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 4.8% during the 4th quarter. Janney Montgomery Scott LLC now owns 9,126 shares of the company’s stock valued at $380,000 after acquiring an additional 415 shares in the last quarter. Finally, Private Trust Co. NA increased its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF by 73.0% in the third quarter. Private Trust Co. NA now owns 995 shares of the company’s stock valued at $41,000 after acquiring an additional 420 shares during the period.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Performance

Shares of NASDAQ PRFZ opened at $42.93 on Wednesday. The business has a fifty day moving average of $42.95 and a two-hundred day moving average of $41.86. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 52-week low of $35.71 and a 52-week high of $45.80. The stock has a market cap of $2.64 billion, a PE ratio of 2.78 and a beta of 1.17.

Invesco FTSE RAFI US 1500 Small-Mid ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Friday, December 27th. Investors of record on Monday, December 23rd were given a dividend of $0.2305 per share. 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.