Fund report

US-listed

PRFZ

Invesco RAFI US 1500 Small-Mid ETF
Invesco

1,545 holdings as of 2026-04-30 · top 10 = 27.3% · TER 0.34% · P/E 22.1

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Concentration
Moderately concentratedtop 10 = 27.3%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
1,545
as of 2026-04-30
Top 10
27.3%
TER
0.34%
cheaper than 72% of peers
Net assets
US$2.88B
Largest
23.0%
P / E
22.1
covers 53% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
17.5%
02Valuation and performance
market price return · as of 2026-09-02
1M
-0.3%
3M
+5.6%
6M
+12.3%
YTD
+18.8%
1Y
+22.8%
Valuation1,407 companies covered · weighted, profitable holdings only
22.1
price / earnings
MethodologyCompany-data coverageThe rest is 21% loss-making companies, which carry no P/E by the positive-earner convention; 24% bonds, cash or other non-equity; 1% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
-0.1%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 74% by weight
2.11
price / book
covers 66% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-04-30
#CompanyIdentifierWeight
1Invesco Private Prime Fund US
17.5
2Invesco Private Government Fund US
6.7
3TTM TECHNOLOGIES, INC. USTTMI
0.4
4Opendoor Technologies Inc USOPEN
0.4
5VIAVI SOLUTIONS INC. USVIAV
0.4
6ADVANCED ENERGY INDUSTRIES, INC. USAEIS
0.4
7MAXLINEAR, INC. USMXL
0.4
8ONTO INNOVATION INC. USONTO
0.4
9FORMFACTOR, INC. USFORM
0.3
10Roivant Sciences Ltd BMROIV
0.3
11Crescent Energy Co USCRGY
0.3
12Par Pacific Holdings Inc USPARR
0.3
13ATI Inc USATI
0.3
14BLOOM ENERGY CORPORATION USBE
0.3
15Primoris Services Corp USPRIM
0.3
16REVOLUTION MEDICINES, INC. USRVMD US
0.3
17IONIS PHARMACEUTICALS INC USIONS
0.3
18GLOBALFOUNDRIES Inc USGFS
0.3
19Iridium Communications Inc USIRDM
0.3
20PLUG POWER INC. USPLUG US
0.2
21MYR GROUP INC. USMYRG
0.2
22CARPENTER TECHNOLOGY CORPORATION USCRS
0.2
23ATLANTIC UNION BANKSHARES CORPORATION USAUB
0.2
24Granite Construction Inc USGVA
0.2
25Everus Construction Group Inc USECG
0.2
26Valaris Ltd USVAL
0.2
27HECLA MINING COMPANY USHL
0.2
28MODINE MANUFACTURING COMPANY USMOD US
0.2
29LATTICE SEMICONDUCTOR CORPORATION USLSCC
0.2
30Axcelis Technologies Inc USACLS
0.2
31RBC BEARINGS INCORPORATED USRBC
0.2
32Archrock Inc USAROC
0.2
33International Seaways Inc USINSW
0.2
34POWER INTEGRATIONS, INC. USPOWI
0.2
35RAMBUS INC. USRMBS
0.2
36UMB Financial Corp USUMBF
0.2
37Arrowhead Pharmaceuticals Inc USARWR
0.2
38Credit Acceptance Corp USCACC
0.2
39ENOVA INTERNATIONAL, INC. USENVA
0.2
40Tutor Perini Corp USTPC
0.2
41Northern Oil & Gas Inc USNOG
0.2
42BIO-TECHNE CORPORATION USTECH US
0.2
43KNIFE RIVER CORPORATION USKNF
0.2
44WATTS WATER TECHNOLOGIES, INC. USWTS
0.2
45SHARKNINJA, INC. KYSN US
0.2
46SPHERE ENTERTAINMENT CO. USSPHR
0.2
47OUTFRONT Media Inc USOUT
0.2
48FTAI Aviation Ltd KYFTAI
0.2
49HILTON GRAND VACATIONS INC. USHGV
0.2
50CHART INDUSTRIES, INC. USGTLS
0.2
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04Exposure
Equity 75.7%Cash 24.3%
By sector
Industrials17.2%
Technology16.5%
Healthcare16.3%
Financial Services15.1%
Consumer Cyclical10.6%
Real Estate6.2%
Energy5.9%
Materials3.4%
Communication Services3.0%
Consumer Defensive2.6%
Utilities1.5%
By country
USUnited States129.0%
KYCayman Islands1.1%
BMBermuda0.8%
GBUnited Kingdom0.4%
LULuxembourg0.2%
CACanada0.2%
NLNetherlands0.1%
JEJersey0.1%
CurrencyUSD 130.8% GBP 0.5% EUR 0.3% CAD 0.2% ILS 0.1%

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