Arbor Investment Advisors LLC Increases Holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF During Fourth Quarter

As the year 2023 begins to move into its second quarter, financial institutions continue to maneuver their holdings with utmost caution and precision. One such player in this field is Arbor Investment Advisors LLC. According to their latest Form 13F filing with the Securities and Exchange Commission, they have increased their holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by a significant 1.6% during the fourth quarter.

With a whopping 155,771 shares in its portfolio, Arbor Investment Advisors LLC firmly establishes itself within the realm of investment advisors who possess a keen sense of judgement regarding market trends and shifts in the same. This also alludes to their steadfast dedication towards ensuring that potential investments align with required parameters.

The Invesco FTSE RAFI US 1500 Small-Mid ETF’s now comprises around 5.1% of Arbor Investment Advisors LLC’s portfolio, making it one of their most prominent stocks and setting precedence for what may come in future.

As regulators closely scrutinize firms regarding compliance to financial regulations while consistently resorting to applying the rulebook in letter and spirit, it is increasingly important for institutions like Arbor Investment Advisors LLC to keep updated filings with SEC as these filings indicate transparency, accountability and ultimately build trust among investors.

Arbor Investment Advisors LLC owned roughly around $24,676,000 worth of Invesco FTSE RAFI US 1500 Small-Mid ETF as per their latest SEC filing. While providing an insight into the estimated worth might give us an idea about where our money could be potentially invested in times when big players are increasing stakes in certain lucrative endeavours, one must always do due diligence before investing; after all diverse portfolios lead towards more comprehensive protection against market volatility.

It remains clear that heightened uncertainty continues to plague traditional market strategies substantiating why Arbor Investments has made this strategic increase holding stake. As we continue to traverse through these arduous times, the above information will undoubtedly provide potential investors with invaluable insights; as always perform due diligence before investing.

Investing in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ): A Promising Opportunity for Small- and Mid-Cap Company Tracking.

As we approach the middle of April 2023, one investment opportunity that has gained attention from several large investors is the Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ). Recently, a few notable investors have either increased or decreased their stakes in this particular ETF. One such investor is JPMorgan Chase & Co., who purchased a new position in PRFZ during the second quarter of 2022 worth approximately $25,000. Other investors, such as Tsfg LLC, Valley National Advisers Inc., Tower Research Capital LLC TRC, and Ronald Blue Trust Inc. have also made investments in PRFZ over the past year.

Investing in the Invesco FTSE RAFI US 1500 Small-Mid ETF may be a wise choice for those who are looking to track a fundamentally-weighted index of small- and mid-cap companies within the United States. PRFZ is based on the FTSE RAFI US 1500 index and was launched on September 20th, 2006. This exchange-traded fund is managed by Invesco and offers an investment opportunity for those interested in tracking small- and mid-cap companies selected through fundamental metrics.

Currently, as of Friday’s opening stock price for PRFZ, shares were valued at $160.11 per share. The company’s 50-day moving average stands at $168.66 per share and its 200-day moving average is $163.23 per share. With a market cap of $1.94 billion dollars, PRFZ has a price-to-earnings ratio of 18.72 and a beta value of 1.17 – making it an attractive option for many investors.

It is important to note that while Invesco FTSE RAFI US 1500 Small-Mid ETF may offer advantages for investing in small- to mid-cap companies, it is still important to conduct thorough research and analysis before making any investment decisions. As with any investment, there are potential risks that need to be carefully considered.

In conclusion, the Invesco FTSE RAFI US 1500 Small-Mid ETF offers a unique opportunity for investors looking to track small- and mid-cap companies in the United States. With recent investments from large investors such as JPMorgan Chase & Co., Invesco’s PRFZ may be worth investigating further for those interested in expanding their investment portfolio. However, it is essential to conduct appropriate due diligence and consult with financial advisors before making any significant investment decisions.