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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

277 hedge funds and large institutions have $862M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
277
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$102M 2,500,637 -62,762 -2%
WA
2
Waverly Advisors
Alabama
$48.3M 1,188,631 -41,606 -3%
LPL Financial
3
LPL Financial
California
$47.1M 1,158,308 +74,417 +7%
Morgan Stanley
4
Morgan Stanley
New York
$44.8M 1,101,055 -10,226 -0.9%
Raymond James Financial
5
Raymond James Financial
Florida
$42.1M 1,034,412 +13,062 +1%
FFA
6
First Foundation Advisors
California
$37.8M 930,275 -83,499 -8%
AIA
7
Arbor Investment Advisors
North Carolina
$36.6M 898,927 +13,935 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$34.1M 839,499 +111,818 +15%
Wells Fargo
9
Wells Fargo
California
$27.9M 686,976 -12,568 -2%
SFG
10
Stonebridge Financial Group
Pennsylvania
$27.8M 682,516 +11,893 +2%
AAS
11
Avantax Advisory Services
Texas
$22.1M 543,852 +37,931 +7%
UBS Group
12
UBS Group
Switzerland
$20.6M 505,997 -169,766 -25%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$19.8M 471,556 -53,803 -10%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$17.2M 423,918 -7,694 -2%
NRI
15
NFP Retirement Inc
California
$15.8M 387,655 -22,683 -6%
Invesco
16
Invesco
Georgia
$14.4M 353,348 -146,166 -29%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$12.1M 297,148 +1,700 +0.6%
AC
18
AlphaCore Capital
California
$10.8M 265,330 +258,415 +3,737%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.5M 258,427 +4,653 +2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$10.4M 254,886 +4,254 +2%
WWA
21
WCG Wealth Advisors
Nevada
$10.4M 254,551 +94,200 +59%
TBWA
22
Three Bridge Wealth Advisors
California
$10M 246,465 +53,998 +28%
Mariner
23
Mariner
Kansas
$9.67M 237,659 -15,171 -6%
JWWM
24
Johnson & White Wealth Management
Pennsylvania
$9.43M 231,883 +2,289 +1%
DAS
25
Dynamic Advisor Solutions
Arizona
$8.86M 217,953 +8,432 +4%
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