Whipplewood Advisors LLC Acquires 29,922 Shares of Invesco RAFI US 1500 Small-Mid ETF $PRFZ

Whipplewood Advisors LLC lifted its holdings in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 71,242.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 29,964 shares of the company’s stock after acquiring an additional 29,922 shares during the period. Whipplewood Advisors LLC owned approximately 0.05% of Invesco RAFI US 1500 Small-Mid ETF worth $1,219,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Charles Schwab Investment Management Inc. increased its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 6.5% during the first quarter. Charles Schwab Investment Management Inc. now owns 20,959,358 shares of the company’s stock worth $793,521,000 after acquiring an additional 1,274,728 shares in the last quarter. Raymond James Financial Inc. increased its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 1.2% during the first quarter. Raymond James Financial Inc. now owns 1,021,350 shares of the company’s stock worth $38,668,000 after acquiring an additional 11,897 shares in the last quarter. Arbor Investment Advisors LLC increased its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 1.6% during the second quarter. Arbor Investment Advisors LLC now owns 898,927 shares of the company’s stock worth $36,559,000 after acquiring an additional 13,935 shares in the last quarter. Royal Bank of Canada increased its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 5.3% during the first quarter. Royal Bank of Canada now owns 727,681 shares of the company’s stock worth $27,550,000 after acquiring an additional 36,502 shares in the last quarter. Finally, Stonebridge Financial Group LLC increased its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 1.8% during the second quarter. Stonebridge Financial Group LLC now owns 682,516 shares of the company’s stock worth $27,758,000 after acquiring an additional 11,893 shares in the last quarter.

Invesco RAFI US 1500 Small-Mid ETF Price Performance

NASDAQ:PRFZ opened at $46.53 on Friday. Invesco RAFI US 1500 Small-Mid ETF has a one year low of $32.53 and a one year high of $46.77. The company has a market cap of $2.63 billion, a PE ratio of 18.02 and a beta of 1.17. The firm has a 50-day moving average of $45.10 and a 200-day moving average of $41.55.

Invesco RAFI US 1500 Small-Mid ETF Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 26th. Investors of record on Monday, September 22nd were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a yield of 1.0%. This is a boost from Invesco RAFI US 1500 Small-Mid ETF’s previous quarterly dividend of $0.11. The ex-dividend date was Monday, September 22nd.

About Invesco 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.