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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 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 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
WETS
226
Wealth Enhancement Trust Services
South Dakota
$147K
FFO
227
Fortitude Family Office
Arizona
$143K
WT
228
WHI Trust
Illinois
$141K
LGWM
229
Litman Gregory Wealth Management
California
$124K
AEPWM
230
Atlantic Edge Private Wealth Management
Florida
$123K
AWM
231
AE Wealth Management
Kansas
$121K
CIAS
232
Capital Investment Advisory Services
North Carolina
$115K
ITIM
233
Indiana Trust & Investment Management
Indiana
$109K
HNB
234
Huntington National Bank
Ohio
$108K
GI
235
GAMMA Investing
California
$108K
AF
236
Allworth Financial
California
$107K
T
237
Tidemark
California
$94.7K
SAM
238
Smartleaf Asset Management
Massachusetts
$85.7K
UBS AM
239
UBS AM
Illinois
$85.6K
GWM
240
Geneos Wealth Management
Colorado
$84.1K
CIAS
241
CBIZ Investment Advisory Services
Ohio
$82.1K
TCM
242
Triumph Capital Management
Colorado
$81.4K
AUB
243
Atlantic Union Bankshares
Virginia
$79.5K
SS
244
Sunbelt Securities
Texas
$79.3K
Russell Investments Group
245
Russell Investments Group
United Kingdom
$77.1K
AA
246
Addison Advisors
Vermont
$74.6K
HAP
247
Harbor Asset Planning
Massachusetts
$73.2K
PTC
248
Private Trust Company
Ohio
$60.7K
MIA
249
Milestone Investment Advisors
Wisconsin
$60.2K
SGK
250
Steigerwald Gordon & Koch
Virginia
$59.2K