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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Founders Financial Alliance
North Carolina
$181K -$30.9K -675 -15%
OC
227
Oakworth Capital
Alabama
$172K
WETS
228
Wealth Enhancement Trust Services
South Dakota
$147K +$146K +3,193 New
FFO
229
Fortitude Family Office
Arizona
$143K -$35.2K -771 -20%
WT
230
WHI Trust
Illinois
$141K +$140K +3,070 New
LGWM
231
Litman Gregory Wealth Management
California
$124K +$123K +2,695 New
AEPWM
232
Atlantic Edge Private Wealth Management
Florida
$123K
AWM
233
AE Wealth Management
Kansas
$121K -$46 -1 -0%
CIAS
234
Capital Investment Advisory Services
North Carolina
$115K
ITIM
235
Indiana Trust & Investment Management
Indiana
$109K
HNB
236
Huntington National Bank
Ohio
$108K
GI
237
GAMMA Investing
California
$108K
AF
238
Allworth Financial
California
$107K +$1.23K +27 +1%
PFO
239
Pioneer Family Office
Florida
$96.6K +$96.2K +2,105 New
T
240
Tidemark
California
$94.7K +$26.7K +584 +39%
SAM
241
Smartleaf Asset Management
Massachusetts
$85.7K
UBS AM
242
UBS AM
Illinois
$85.6K +$85.2K +1,865 New
GWM
243
Geneos Wealth Management
Colorado
$84.1K -$19.3K -422 -19%
CIAS
244
CBIZ Investment Advisory Services
Ohio
$82.1K
TCM
245
Triumph Capital Management
Colorado
$81.4K +$81.1K +1,774 New
AUB
246
Atlantic Union Bankshares
Virginia
$79.5K
SS
247
Sunbelt Securities
Texas
$79.3K
Russell Investments Group
248
Russell Investments Group
United Kingdom
$77.1K +$6.76K +148 +10%
AA
249
Addison Advisors
Vermont
$74.6K
HAP
250
Harbor Asset Planning
Massachusetts
$73.2K +$137 +3 +0.2%