Cerity Partners LLC Increases Stake in Invesco FTSE RAFI US 1500 Small-Mid ETF

Cerity Partners LLC has expanded its holdings in the Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 11.7% during the third quarter, as indicated in its latest Form 13F filing with the U.S. Securities and Exchange Commission. This institutional investor now owns a total of 134,945 shares of PRFZ, having purchased an additional 14,123 shares in this period. Based on the most recent SEC filing, Cerity Partners LLC holds approximately 0.22% of Invesco FTSE RAFI US 1500 Small-Mid ETF, valued at around $5,607,000.

Other institutional investors have also adjusted their stakes in the ETF. For instance, Private Advisor Group LLC increased its holdings in the Invesco FTSE RAFI US 1500 Small-Mid ETF by 1.0% in the third quarter, now owning 42,639 shares valued at $1,772,000 after purchasing an additional 438 shares. Additionally, Blue Trust Inc. has taken on a new position in the ETF, purchasing shares worth $68,000 during the same period. Creative Planning made a more substantial increase, boosting its stake by 18.4% to a total of 114,377 shares, valued at $4,752,000 after acquiring 17,756 shares. EP Wealth Advisors LLC also entered with a new investment estimated at $152,000 in the previous quarter. Furthermore, Johnson & White Wealth Management LLC raised its stake by 5.1%, now holding 205,775 shares worth $8,550,000 after adding 9,948 shares in the last quarter.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Overview

The Invesco FTSE RAFI US 1500 Small-Mid ETF opened at $45.02 today and boasts a market capitalization of $2.78 billion, with a price-to-earnings (P/E) ratio of 2.78 and a beta of 1.17. It features a 50-day moving average price of $42.21 and a 200-day moving average of $40.35. Over the past twelve months, the ETF reached a low of $33.24 and a high of $45.80.

Recent Dividend Announcement

The Invesco FTSE RAFI US 1500 Small-Mid ETF recently announced a quarterly dividend that was paid on September 27th. Shareholders on record by September 23rd received a dividend of $0.131 per share, resulting in an annualized dividend of $0.52, which equates to a dividend yield of 1.16%.

Information About the Invesco FTSE RAFI US 1500 Small-Mid ETF

This ETF aims to track the performance of the FTSE RAFI US 1500 index. This index is based on a fundamentally weighted approach that includes 1,500 small- and mid-cap companies in the United States, selected through rigorous fundamental metrics. The ETF was launched on September 20, 2006, and is managed by Invesco.

ETFs, Holdings, Investment