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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Harbour Investments
Wisconsin
$28.7K +$1.74K +40 +7%
RTL
252
Red Tortoise LLC
Georgia
$28.4K
PCTC
253
Perkins Coie Trust Company
Washington
$23.8K
MA
254
MCF Advisors
Kentucky
$23.2K +$18K +416 +438%
HFS
255
Hantz Financial Services
Michigan
$23K
MJRIC
256
Mogy Joel R Investment Counsel
California
$22K
NRC
257
New Republic Capital
North Carolina
$21.3K
NC
258
North Capital
Utah
$20.9K +$43 +1 +0.2%
AP
259
Aspect Partners
Virginia
$19.1K
TIM
260
Tortoise Investment Management
New York
$19.1K
JWM
261
JPL Wealth Management
Colorado
$18.9K +$18K +415 New
CA
262
Clearstead Advisors
Ohio
$18.1K -$3.3K -76 -16%
QCG
263
Quadrant Capital Group
Ohio
$17.7K +$16.9K +390 New
DF
264
Dunhill Financial
United Kingdom
$17.2K
BCWM
265
Bartlett & Co Wealth Management
Ohio
$16.4K +$2.82K +65 +22%
CT
266
Colonial Trust
South Carolina
$15K
SWP
267
Strategic Wealth Partners
Ohio
$14.5K
MFT
268
Moisand Fitzgerald Tamayo
Florida
$11.4K
NSIM
269
North Star Investment Management
Illinois
$11K +$43 +1 +0.4%
CA
270
Crewe Advisors
Utah
$10.8K
SL
271
Salomon & Ludwin
Virginia
$10.3K
FW
272
Fairway Wealth
Ohio
$10.2K
CMP
273
Coston McIsaac & Partners
Maine
$10K
WA
274
WPG Advisers
Maryland
$9.99K
ADL
275
Asset Dedication LLC
California
$8.4K