Whipplewood Advisors LLC Takes Position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Whipplewood Advisors LLC bought a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 27,789 shares of the company’s stock, valued at approximately $1,156,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Spire Wealth Management grew its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF by 4.9% during the fourth quarter. Spire Wealth Management now owns 8,644 shares of the company’s stock worth $360,000 after buying an additional 403 shares during the period. Janney Montgomery Scott LLC lifted its holdings 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. Private Trust Co. NA boosted its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 73.0% during the 3rd quarter. Private Trust Co. NA now owns 995 shares of the company’s stock worth $41,000 after purchasing an additional 420 shares during the period. Private Advisor Group LLC increased its holdings in 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 purchasing an additional 438 shares in the last quarter. Finally, Empower Advisory Group LLC raised its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 10.1% in the fourth quarter. Empower Advisory Group LLC now owns 5,656 shares of the company’s stock valued at $235,000 after purchasing an additional 520 shares during the period.

Invesco FTSE RAFI US 1500 Small-Mid ETF Price Performance

Shares of NASDAQ PRFZ opened at $40.98 on Thursday. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 1-year low of $36.12 and a 1-year high of $45.80. The company has a market capitalization of $2.52 billion, a price-to-earnings ratio of 17.60 and a beta of 1.17. The business has a 50-day moving average of $42.28 and a 200-day moving average of $42.11.

Invesco FTSE RAFI US 1500 Small-Mid ETF Announces Dividend

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

Invesco FTSE RAFI US 1500 Small-Mid ETF Company Profile

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.