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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 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 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
HAP
251
Harbor Asset Planning
Massachusetts
$73.3K
Russell Investments Group
252
Russell Investments Group
United Kingdom
$61.3K
MIA
253
Milestone Investment Advisors
Wisconsin
$60.2K
PTC
254
Private Trust Company
Ohio
$59.8K
S
255
Sachetta
Massachusetts
$50.7K
BIAS
256
Beacon Investment Advisory Services
New Jersey
$48.4K
TFGT
257
TS Financial Group (TSFG)
Illinois
$47K
CT
258
Clearstead Trust
Maine
$45.1K
HI
259
Harbour Investments
Wisconsin
$44.4K
YAL
260
Your Advocates Ltd
Texas
$43.9K
BF
261
BOK Financial
Oklahoma
$42.2K
AWM
262
Abound Wealth Management
Tennessee
$42.1K
HC
263
Hoese & Co
Minnesota
$39.4K
CT
264
Coastline Trust
Rhode Island
$37.8K
HR
265
Howe & Rusling
New York
$33.3K
MWA
266
Medallion Wealth Advisors
Connecticut
$32.1K
SGK
267
Steigerwald Gordon & Koch
Virginia
$31.2K
RTL
268
Red Tortoise LLC
Georgia
$28.7K
PCTC
269
Perkins Coie Trust Company
Washington
$24.1K
HFS
270
Hantz Financial Services
Michigan
$24K
BC
271
Barrett & Company
Rhode Island
$23.5K
MA
272
MCF Advisors
Kentucky
$23.4K
DWP
273
Destiny Wealth Partners
Florida
$21.8K
NRC
274
New Republic Capital
North Carolina
$21.6K
RF
275
RetireMitten Financial
Michigan
$21.1K