Rockefeller Capital Management L.P. Raises Holdings in Invesco RAFI US 1500 Small-Mid ETF $PRFZ

Posted by ABMN Staff on Jul 1st, 2026

Rockefeller Capital Management L.P. lifted its position in Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 102.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 36,424 shares of the company’s stock after purchasing an additional 18,407 shares during the quarter. Rockefeller Capital Management L.P. owned about 0.06% of Invesco RAFI US 1500 Small-Mid ETF worth $1,672,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Clearstead Trust LLC purchased a new position in shares of Invesco RAFI US 1500 Small-Mid ETF in the fourth quarter valued at $45,000. Howe & Rusling Inc. raised its stake in Invesco RAFI US 1500 Small-Mid ETF by 42.1% during the fourth quarter. Howe & Rusling Inc. now owns 1,030 shares of the company’s stock valued at $47,000 after purchasing an additional 305 shares in the last quarter. Palisade Asset Management LLC purchased a new stake in Invesco RAFI US 1500 Small-Mid ETF during the third quarter valued at $69,000. Sunbelt Securities Inc. lifted its position in Invesco RAFI US 1500 Small-Mid ETF by 20.8% during the third quarter. Sunbelt Securities Inc. now owns 1,727 shares of the company’s stock valued at $78,000 after purchasing an additional 297 shares during the last quarter. Finally, Triumph Capital Management bought a new position in Invesco RAFI US 1500 Small-Mid ETF during the third quarter valued at $80,000.

Invesco RAFI US 1500 Small-Mid ETF Stock Up 1.0%

Shares of NASDAQ:PRFZ opened at $55.77 on Wednesday. Invesco RAFI US 1500 Small-Mid ETF has a 52 week low of $40.27 and a 52 week high of $55.88. The stock has a market capitalization of $3.17 billion, a P/E ratio of 18.02 and a beta of 1.07. The firm has a fifty day simple moving average of $51.67 and a two-hundred day simple moving average of $49.01.

Invesco RAFI US 1500 Small-Mid ETF Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Monday, June 22nd were issued a $0.0992 dividend. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.7%.

Invesco RAFI US 1500 Small-Mid ETF Company Profile

(Free Report)

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.