12,679 Invesco RAFI US 1500 Small-Mid ETF $PRFZ Shares Acquired by Sunrise Financial Services LLC

Sunrise Financial Services LLC raised its holdings in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 11.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 120,599 shares of the company’s stock after buying an additional 12,679 shares during the period. Invesco RAFI US 1500 Small-Mid ETF comprises approximately 3.5% of Sunrise Financial Services LLC’s portfolio, making the stock its 9th largest position. Sunrise Financial Services LLC owned about 0.24% of Invesco RAFI US 1500 Small-Mid ETF worth $6,311,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in PRFZ. Cetera Investment Advisers increased its holdings in shares of Invesco RAFI US 1500 Small-Mid ETF by 3.6% in the first quarter. Cetera Investment Advisers now owns 1,031,218 shares of the company’s stock worth $47,302,000 after buying an additional 35,362 shares during the period. Citadel Advisors LLC bought a new stake in shares of Invesco RAFI US 1500 Small-Mid ETF in the 2nd quarter valued at about $1,909,000. Rockefeller Capital Management L.P. lifted its stake in shares of Invesco RAFI US 1500 Small-Mid ETF by 102.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 36,424 shares of the company’s stock valued at $1,672,000 after acquiring an additional 18,407 shares during the last quarter. Diversify Wealth Management LLC bought a new stake in shares of Invesco RAFI US 1500 Small-Mid ETF in the 1st quarter valued at about $2,501,000. Finally, Navigate Wealth Management LLC purchased a new stake in Invesco RAFI US 1500 Small-Mid ETF during the 1st quarter valued at about $475,000.

Invesco RAFI US 1500 Small-Mid ETF Price Performance

Shares of PRFZ stock opened at $52.95 on Thursday. The business has a 50-day moving average of $53.87 and a 200 day moving average of $52.83. Invesco RAFI US 1500 Small-Mid ETF has a 1-year low of $42.73 and a 1-year high of $56.84. The stock has a market capitalization of $2.66 billion, a PE ratio of 18.02 and a beta of 1.08.

Invesco RAFI US 1500 Small-Mid ETF Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 25th. Shareholders of record on Monday, September 21st were paid a $0.1290 dividend. This is an increase from Invesco RAFI US 1500 Small-Mid ETF’s previous quarterly dividend of $0.0992. The ex-dividend date of this dividend was Monday, September 21st. This represents a $0.52 dividend on an annualized basis and a yield of 1.0%.

Invesco 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.