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

280 hedge funds and large institutions have $864M 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, 103 reducing their positions, and 20 closing their positions.

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
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
103
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 Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$63.6K +$63.6K +1,564 New
T
227
Tidemark
California
$60.2K – – –
SS
228
Sunbelt Securities
Texas
$59.5K -$12.4K -297 -17%
PTC
229
Private Trust Company
Ohio
$53.8K +$13.3K +328 +33%
MIA
230
Milestone Investment Advisors
Wisconsin
$53.4K – – –
S
231
Sachetta
Massachusetts
$44.6K +$122 +3 +0.3%
TFGT
232
TS Financial Group (TSFG)
Illinois
$41K – – –
NA
233
NewEdge Advisors
Louisiana
$37.8K +$6.95K +171 +23%
BF
234
BOK Financial
Oklahoma
$37.4K -$203 -5 -0.5%
YAL
235
Your Advocates Ltd
Texas
$37.2K -$2.73K -67 -7%
AWM
236
Abound Wealth Management
Tennessee
$37.1K +$81 +2 +0.2%
HC
237
Hoese & Co
Minnesota
$35K – – –
IF
238
Integrity Financial
Wyoming
$31.1K – – –
BC
239
Barrett & Company
Rhode Island
$30.5K – – –
RTL
240
Red Tortoise LLC
Georgia
$25.4K – – –
HI
241
Harbour Investments
Wisconsin
$24.1K +$19.8K +487 +464%
PCTC
242
Perkins Coie Trust Company
Washington
$21.3K – – –
HFS
243
Hantz Financial Services
Michigan
$21K +$21K +515 New
AF
244
Allworth Financial
California
$20.4K – – –
MJRIC
245
Mogy Joel R Investment Counsel
California
$19.7K +$19.7K +485 New
CA
246
Clearstead Advisors
Ohio
$19.4K -$41 -1 -0.2%
NRC
247
New Republic Capital
North Carolina
$19.1K – – –
NC
248
North Capital
Utah
$18.7K – – –
HR
249
Howe & Rusling
New York
$17.1K – – –
AP
250
Aspect Partners
Virginia
$17.1K -$488 -12 -3%
8 9
10
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