Cwm LLC Grows Stock Position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Cwm LLC boosted its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 37.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,328 shares of the company’s stock after acquiring an additional 910 shares during the quarter. Cwm LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $138,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Boston Standard Wealth Management LLC raised its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 0.9% in the second quarter. Boston Standard Wealth Management LLC now owns 41,251 shares of the company’s stock valued at $1,573,000 after purchasing an additional 349 shares during the period. Larson Financial Group LLC boosted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 4.2% during the 2nd quarter. Larson Financial Group LLC now owns 9,072 shares of the company’s stock worth $346,000 after acquiring an additional 365 shares in the last quarter. Benjamin F. Edwards & Company Inc. raised its holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF by 169.5% during the first quarter. Benjamin F. Edwards & Company Inc. now owns 717 shares of the company’s stock worth $28,000 after purchasing an additional 451 shares in the last quarter. Western Wealth Management LLC boosted its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF by 5.3% in the second quarter. Western Wealth Management LLC now owns 13,394 shares of the company’s stock valued at $511,000 after acquiring an additional 669 shares in the last quarter. Finally, Kathmere Capital Management LLC increased its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 6.3% during the second quarter. Kathmere Capital Management LLC now owns 13,221 shares of the company’s stock worth $496,000 after buying an additional 781 shares during the period.

Invesco FTSE RAFI US 1500 Small-Mid ETF Price Performance

Shares of NASDAQ:PRFZ opened at $41.21 on Friday. The stock has a market cap of $2.54 billion, a P/E ratio of 2.78 and a beta of 1.17. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 1-year low of $30.29 and a 1-year high of $42.64. The firm has a fifty day moving average price of $40.95 and a 200 day moving average price of $39.42.

Invesco FTSE RAFI US 1500 Small-Mid ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 27th. Shareholders of record on Monday, September 23rd were paid a $0.131 dividend. The ex-dividend date of this dividend was Monday, September 23rd. This represents a $0.52 annualized dividend and a yield of 1.27%.

Invesco FTSE RAFI US 1500 Small-Mid ETF 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.