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Invesco FTSE RAFI US 1500 Small-Mid ETF

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
226
Sachetta
Massachusetts
$41.4K -$5.41K -143 -12%
TFGT
227
TS Financial Group (TSFG)
Illinois
$39K
PTC
228
Private Trust Company
Ohio
$37.7K
YAL
229
Your Advocates Ltd
Texas
$37.1K
FFA
230
Farther Finance Advisors
California
$37K +$5.92K +156 +19%
BlackRock
231
BlackRock
New York
$36K +$36K +950 New
BF
232
BOK Financial
Oklahoma
$35K +$189 +5 +0.5%
AWM
233
Abound Wealth Management
Tennessee
$34.4K +$38 +1 +0.1%
HC
234
Hoese & Co
Minnesota
$32.6K
IF
235
Integrity Financial
Wyoming
$29K
NA
236
NewEdge Advisors
Louisiana
$28.7K
BC
237
Barrett & Company
Rhode Island
$28.4K
CA
238
Continuum Advisory
Idaho
$26.1K -$4.01K -106 -13%
RTL
239
Red Tortoise LLC
Georgia
$23.7K
GFPC
240
Global Financial Private Client
Florida
$21.6K
PCTC
241
Perkins Coie Trust Company
Washington
$19.9K
AF
242
Allworth Financial
California
$18.4K -$16.3K -445 -47%
CA
243
Clearstead Advisors
Ohio
$18.1K
NRC
244
New Republic Capital
North Carolina
$17.8K
NC
245
North Capital
Utah
$17.4K +$17.4K +460 New
CT
246
Colonial Trust
South Carolina
$17.4K -$4.4K -116 -20%
AP
247
Aspect Partners
Virginia
$16.4K +$454 +12 +3%
HR
248
Howe & Rusling
New York
$15.9K -$38 -1 -0.2%
TIM
249
Tortoise Investment Management
New York
$15.9K
BA
250
Bristlecone Advisors
Washington
$14.8K