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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 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.

New
Increased
Maintained
Reduced
Closed
Holders
281
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
Name Holding Trade Value Shares
Change
Change in
Stake
AP
251
Aspect Partners
Virginia
$17.1K
TIM
252
Tortoise Investment Management
New York
$17.1K
BA
253
Bristlecone Advisors
Washington
$15.9K
DF
254
Dunhill Financial
United Kingdom
$15.4K
CT
255
Colonial Trust
South Carolina
$13.5K
SWP
256
Strategic Wealth Partners
Ohio
$13K
BCWM
257
Bartlett & Co Wealth Management
Ohio
$12K
AAS
258
Ameritas Advisory Services
Nebraska
$11.2K
MFT
259
Moisand Fitzgerald Tamayo
Florida
$10.2K
BIG
260
Brooklyn Investment Group
New York
$10.2K
NSIM
261
North Star Investment Management
Illinois
$9.8K
CA
262
Crewe Advisors
Utah
$9.68K
SL
263
Salomon & Ludwin
Virginia
$9.35K
FW
264
Fairway Wealth
Ohio
$9.15K
CMP
265
Coston McIsaac & Partners
Maine
$9K
WA
266
WPG Advisers
Maryland
$8.95K
ADL
267
Asset Dedication LLC
California
$7.52K
PWMG
268
Private Wealth Management Group
New Jersey
$7.44K
RA
269
Rise Advisors
New York
$6.86K
HWA
270
Heritage Wealth Advisors
Virginia
$6.51K
AIP
271
Ameritas Investment Partners
Nebraska
$4.65K
SAM
272
Smartleaf Asset Management
Massachusetts
$4.39K
HWA
273
HHM Wealth Advisors
Tennessee
$4.07K
MA
274
MCF Advisors
Kentucky
$3.86K
CIA
275
Cape Investment Advisory
Georgia
$3.05K