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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

280 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
251
Tortoise Investment Management
New York
$17.1K – – –
BA
252
Bristlecone Advisors
Washington
$15.9K +$41 +1 +0.3%
DF
253
Dunhill Financial
United Kingdom
$15.4K – – –
CT
254
Colonial Trust
South Carolina
$13.5K -$5.2K -128 -28%
SWP
255
Strategic Wealth Partners
Ohio
$13K +$13K +320 New
BCWM
256
Bartlett & Co Wealth Management
Ohio
$12K – – –
AAS
257
Ameritas Advisory Services
Nebraska
$11.2K +$11.2K +275 New
MFT
258
Moisand Fitzgerald Tamayo
Florida
$10.2K – – –
BIG
259
Brooklyn Investment Group
New York
$10.2K +$10.2K +250 New
NSIM
260
North Star Investment Management
Illinois
$9.81K +$41 +1 +0.4%
CA
261
Crewe Advisors
Utah
$9.68K +$9.68K +238 New
SL
262
Salomon & Ludwin
Virginia
$9.35K – – –
FW
263
Fairway Wealth
Ohio
$9.15K -$1.42K -35 -13%
CMP
264
Coston McIsaac & Partners
Maine
$9K – – –
WA
265
WPG Advisers
Maryland
$8.95K – – –
ADL
266
Asset Dedication LLC
California
$7.52K – – –
PWMG
267
Private Wealth Management Group
New Jersey
$7.44K +$7.44K +183 New
RA
268
Rise Advisors
New York
$6.86K +$41 +1 +0.6%
HWA
269
Heritage Wealth Advisors
Virginia
$6.51K – – –
AIP
270
Ameritas Investment Partners
Nebraska
$4.65K – – –
SAM
271
Smartleaf Asset Management
Massachusetts
$4.39K – – –
HWA
272
HHM Wealth Advisors
Tennessee
$4.07K -$6.91K -170 -63%
MA
273
MCF Advisors
Kentucky
$3.86K – – –
CIA
274
Cape Investment Advisory
Georgia
$3.05K – – –
FCG
275
Financial Connections Group
California
$3K +$3K +85 New
9 10
11
12 13