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

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$794M
2
AAS
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
Invesco
Georgia
$18.9M
5
VP
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
LPL Financial
LPL Financial
California
$41M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
IAA
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
251
Quadrant Capital Group
Ohio
$14.8K – – –
DF
252
Dunhill Financial
United Kingdom
$14.3K +$10.4K +275 +267%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$11.2K – – –
HWA
254
HHM Wealth Advisors
Tennessee
$10.2K – – –
FW
255
Fairway Wealth
Ohio
$9.84K +$9.84K +260 New
MFT
256
Moisand Fitzgerald Tamayo
Florida
$9.47K – – –
NSIM
257
North Star Investment Management
Illinois
$9.1K – – –
CMP
258
Coston McIsaac & Partners
Maine
$9K – – –
SL
259
Salomon & Ludwin
Virginia
$8.48K – – –
WA
260
WPG Advisers
Maryland
$8.33K – – –
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$7.76K – – –
GP
262
Greenline Partners
New York
$7.76K – – –
ADL
263
Asset Dedication LLC
California
$7.01K – – –
RA
264
Rise Advisors
New York
$6.37K -$1.14K -30 -15%
HWA
265
Heritage Wealth Advisors
Virginia
$6.06K – – –
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.79K +$5.79K +153 New
AIP
267
Ameritas Investment Partners
Nebraska
$4.32K +$4.32K +114 New
BTI
268
Blue Trust Inc
Georgia
$4.17K +$4.17K +110 New
SAM
269
Smartleaf Asset Management
Massachusetts
$4.1K -$1.18K -31 -22%
HI
270
Harbour Investments
Wisconsin
$3.98K +$3.98K +105 New
MA
271
MCF Advisors
Kentucky
$3.6K – – –
Toronto Dominion Bank
272
Toronto Dominion Bank
Ontario, Canada
$3.03K – – –
CIA
273
Cape Investment Advisory
Georgia
$2.84K -$3.41K -90 -55%
WT
274
Washington Trust
Rhode Island
$2.65K – – –
EWP
275
Elevation Wealth Partners
California
$2.31K – – –
8 9 10
11
12