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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
226
CBIZ Investment Advisory Services
Ohio
$81.3K
AUB
227
Atlantic Union Bankshares
Virginia
$78.7K
SS
228
Sunbelt Securities
Texas
$78.4K +$12.9K +297 +21%
AA
229
Addison Advisors
Vermont
$73.8K
PMFA
230
Plante Moran Financial Advisors
Michigan
$73.8K
HAP
231
Harbor Asset Planning
Massachusetts
$72.3K +$217 +5 +0.3%
GRP
232
Global Retirement Partners
California
$70.6K -$434 -10 -0.6%
Russell Investments Group
233
Russell Investments Group
United Kingdom
$69.6K -$15.4K -355 -19%
PAM
234
Palisade Asset Management
Minnesota
$68.8K +$65.7K +1,515 New
SGK
235
Steigerwald Gordon & Koch
Virginia
$67.9K +$64.9K +1,496 New
T
236
Tidemark
California
$67.2K
PTC
237
Private Trust Company
Ohio
$60.1K
MIA
238
Milestone Investment Advisors
Wisconsin
$59.6K
BTI
239
Blue Trust Inc
Georgia
$53.1K +$50.7K +1,168 New
YAL
240
Your Advocates Ltd
Texas
$52K +$10K +231 +25%
S
241
Sachetta
Massachusetts
$50K +$87 +2 +0.2%
AF
242
Alerus Financial
North Dakota
$49.7K +$47.5K +1,095 New
TFGT
243
TS Financial Group (TSFG)
Illinois
$46K
BF
244
BOK Financial
Oklahoma
$41.7K
AWM
245
Abound Wealth Management
Tennessee
$41.5K +$130 +3 +0.3%
HC
246
Hoese & Co
Minnesota
$39.1K
IF
247
Integrity Financial
Wyoming
$34.7K
BC
248
Barrett & Company
Rhode Island
$34.1K
HR
249
Howe & Rusling
New York
$32.9K +$13.2K +305 +73%
MWA
250
Medallion Wealth Advisors
Connecticut
$31.8K