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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
Aptus Capital Advisors
Alabama
$188K -$29.9K -628 -13%
RFP
227
Root Financial Partners
California
$184K
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
$178K -$29.9K -628 -14%
OC
229
Oakworth Capital
Alabama
$166K -$6.15K -129 -3%
GWM
230
Geneos Wealth Management
Colorado
$154K +$72.2K +1,514 +83%
WETS
231
Wealth Enhancement Trust Services
South Dakota
$146K
RWM
232
RMG Wealth Management
Wisconsin
$146K +$136K +2,858 New
FFO
233
Fortitude Family Office
Arizona
$143K
WT
234
WHI Trust
Illinois
$141K
VAI
235
Vanguard Advisers Inc
Pennsylvania
$137K +$142K +2,989 New
AEPWM
236
Atlantic Edge Private Wealth Management
Florida
$123K
AWM
237
AE Wealth Management
Kansas
$121K
AF
238
Allworth Financial
California
$118K +$11.1K +232 +10%
TM
239
Torren Management
California
$115K -$1.71M -35,794 -93%
CIAS
240
Capital Investment Advisory Services
North Carolina
$115K
ITIM
241
Indiana Trust & Investment Management
Indiana
$109K
HNB
242
Huntington National Bank
Ohio
$108K
GI
243
GAMMA Investing
California
$108K
GCP
244
Gill Capital Partners
Colorado
$98.5K +$102K +2,148 New
PFO
245
Pioneer Family Office
Florida
$96.6K
T
246
Tidemark
California
$94.7K
VNT
247
Vanguard National Trust
Pennsylvania
$85.1K +$88.4K +1,855 New
TCM
248
Triumph Capital Management
Colorado
$81.3K -$48 -1 -0.1%
AUB
249
Atlantic Union Bankshares
Virginia
$79.5K
SS
250
Sunbelt Securities
Texas
$79.2K