PRFZ icon

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
Holders
314
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
FFA
226
Founders Financial Alliance
North Carolina
$181K
OC
227
Oakworth Capital
Alabama
$172K
WETS
228
Wealth Enhancement Trust Services
South Dakota
$147K
FFO
229
Fortitude Family Office
Arizona
$143K
WT
230
WHI Trust
Illinois
$141K
LGWM
231
Litman Gregory Wealth Management
California
$124K
AEPWM
232
Atlantic Edge Private Wealth Management
Florida
$123K
AWM
233
AE Wealth Management
Kansas
$121K
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
PFO
239
Pioneer Family Office
Florida
$96.6K
T
240
Tidemark
California
$94.7K
SAM
241
Smartleaf Asset Management
Massachusetts
$85.7K
UBS AM
242
UBS AM
Illinois
$85.6K
GWM
243
Geneos Wealth Management
Colorado
$84.1K
CIAS
244
CBIZ Investment Advisory Services
Ohio
$82.1K
TCM
245
Triumph Capital Management
Colorado
$81.4K
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
AA
249
Addison Advisors
Vermont
$74.6K
HAP
250
Harbor Asset Planning
Massachusetts
$73.2K