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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 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.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
FFA
226
Farther Finance Advisors
California
$64K
GRP
227
Global Retirement Partners
California
$63.6K
T
228
Tidemark
California
$60.2K
SS
229
Sunbelt Securities
Texas
$59.5K
PTC
230
Private Trust Company
Ohio
$53.8K
MIA
231
Milestone Investment Advisors
Wisconsin
$53.4K
S
232
Sachetta
Massachusetts
$44.6K
TFGT
233
TS Financial Group (TSFG)
Illinois
$41K
NA
234
NewEdge Advisors
Louisiana
$37.8K
BF
235
BOK Financial
Oklahoma
$37.4K
YAL
236
Your Advocates Ltd
Texas
$37.2K
AWM
237
Abound Wealth Management
Tennessee
$37.1K
HC
238
Hoese & Co
Minnesota
$35K
IF
239
Integrity Financial
Wyoming
$31.1K
BC
240
Barrett & Company
Rhode Island
$30.5K
RTL
241
Red Tortoise LLC
Georgia
$25.4K
HI
242
Harbour Investments
Wisconsin
$24.1K
PCTC
243
Perkins Coie Trust Company
Washington
$21.3K
HFS
244
Hantz Financial Services
Michigan
$21K
AF
245
Allworth Financial
California
$20.4K
MJRIC
246
Mogy Joel R Investment Counsel
California
$19.7K
CA
247
Clearstead Advisors
Ohio
$19.4K
NRC
248
New Republic Capital
North Carolina
$19.1K
NC
249
North Capital
Utah
$18.7K
HR
250
Howe & Rusling
New York
$17.1K