Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)

• Market cap: $2.57B
• 1 day: 1.01%
• 5 days: -4.45%
• 1 month: -2.77%
• 3 months: 1.35%
• 6 months: 11.77%
• Year to date: 13.24%
• 1 year: 14.54%
• 5 years: 52.93%
• 10 years: 109.41%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 70

2% more funds holding

Funds holding: 261 [Q2] → 266 (+5) [Q3]

5% more capital invested

Capital invested by funds: $1.64B [Q2] → $1.72B (+$80.3M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]

2.95% less ownership

Funds ownership: 70.05% [Q2] → 67.1% (-2.95%) [Q3]