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Invesco FTSE RAFI US 1500 Small-Mid ETF

291 hedge funds and large institutions have $961M 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, 92 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
226
Atlantic Union Bankshares
Virginia
$78.7K
SS
227
Sunbelt Securities
Texas
$78.4K
AA
228
Addison Advisors
Vermont
$73.8K
PMFA
229
Plante Moran Financial Advisors
Michigan
$73.8K
HAP
230
Harbor Asset Planning
Massachusetts
$72.3K
GRP
231
Global Retirement Partners
California
$70.6K
Russell Investments Group
232
Russell Investments Group
United Kingdom
$69.6K
PAM
233
Palisade Asset Management
Minnesota
$68.8K
SGK
234
Steigerwald Gordon & Koch
Virginia
$67.9K
T
235
Tidemark
California
$67.2K
PTC
236
Private Trust Company
Ohio
$60.1K
MIA
237
Milestone Investment Advisors
Wisconsin
$59.6K
BTI
238
Blue Trust Inc
Georgia
$53.1K
YAL
239
Your Advocates Ltd
Texas
$52K
S
240
Sachetta
Massachusetts
$50K
AF
241
Alerus Financial
North Dakota
$49.7K
TFGT
242
TS Financial Group (TSFG)
Illinois
$46K
BF
243
BOK Financial
Oklahoma
$41.7K
AWM
244
Abound Wealth Management
Tennessee
$41.5K
HC
245
Hoese & Co
Minnesota
$39.1K
IF
246
Integrity Financial
Wyoming
$34.7K
BC
247
Barrett & Company
Rhode Island
$34.1K
HR
248
Howe & Rusling
New York
$32.9K
HI
249
Harbour Investments
Wisconsin
$28.7K
RTL
250
Red Tortoise LLC
Georgia
$28.4K