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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$184K
GWANC
227
Guardian Wealth Advisors (North Carolina)
North Carolina
$178K
OC
228
Oakworth Capital
Alabama
$166K
GWM
229
Geneos Wealth Management
Colorado
$154K
WETS
230
Wealth Enhancement Trust Services
South Dakota
$146K
RWM
231
RMG Wealth Management
Wisconsin
$146K
FFO
232
Fortitude Family Office
Arizona
$143K
WT
233
WHI Trust
Illinois
$141K
VAI
234
Vanguard Advisers Inc
Pennsylvania
$137K
AEPWM
235
Atlantic Edge Private Wealth Management
Florida
$123K
AWM
236
AE Wealth Management
Kansas
$121K
AF
237
Allworth Financial
California
$118K
TM
238
Torren Management
California
$115K
CIAS
239
Capital Investment Advisory Services
North Carolina
$115K
ITIM
240
Indiana Trust & Investment Management
Indiana
$109K
HNB
241
Huntington National Bank
Ohio
$108K
GI
242
GAMMA Investing
California
$108K
GCP
243
Gill Capital Partners
Colorado
$98.5K
PFO
244
Pioneer Family Office
Florida
$96.6K
T
245
Tidemark
California
$94.7K
VNT
246
Vanguard National Trust
Pennsylvania
$85.1K
TCM
247
Triumph Capital Management
Colorado
$81.3K
AUB
248
Atlantic Union Bankshares
Virginia
$79.5K
SS
249
Sunbelt Securities
Texas
$79.2K
AA
250
Addison Advisors
Vermont
$74.5K