EP Wealth Advisors LLC Purchases 3,999 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

EP Wealth Advisors LLC boosted its position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZFree Report) by 55.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 11,256 shares of the company’s stock after acquiring an additional 3,999 shares during the period. EP Wealth Advisors LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $468,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Bank of America Corp DE raised its holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF by 2.2% in the fourth quarter. Bank of America Corp DE now owns 2,611,574 shares of the company’s stock worth $108,668,000 after purchasing an additional 57,183 shares in the last quarter. LPL Financial LLC increased its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 1.4% during the fourth quarter. LPL Financial LLC now owns 1,239,605 shares of the company’s stock valued at $51,580,000 after acquiring an additional 16,910 shares in the last quarter. First Foundation Advisors increased its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 4.9% during the fourth quarter. First Foundation Advisors now owns 1,105,902 shares of the company’s stock valued at $46,017,000 after acquiring an additional 52,016 shares in the last quarter. Raymond James Financial Inc. acquired a new position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF during the fourth quarter valued at about $42,003,000. Finally, Stonebridge Financial Group LLC acquired a new position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF during the fourth quarter valued at about $26,113,000.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Down 0.1%

PRFZ opened at $38.28 on Monday. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 52-week low of $32.53 and a 52-week high of $45.80. The company has a market cap of $2.25 billion, a P/E ratio of 15.99 and a beta of 1.17. The firm’s 50-day moving average price is $37.02 and its 200-day moving average price is $40.76.

Invesco FTSE RAFI US 1500 Small-Mid ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Friday, March 28th. Stockholders of record on Monday, March 24th were issued a dividend of $0.0437 per share. The ex-dividend date of this dividend was Monday, March 24th.

About Invesco FTSE RAFI US 1500 Small-Mid ETF

(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.

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Institutional Ownership by Quarter for Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

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