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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
YAL
251
Your Advocates Ltd
Texas
$52.5K
S
252
Sachetta
Massachusetts
$50.6K
AF
253
Alerus Financial
North Dakota
$50.3K
HR
254
Howe & Rusling
New York
$47.3K
TFGT
255
TS Financial Group (TSFG)
Illinois
$47K
CT
256
Clearstead Trust
Maine
$45.1K
BF
257
BOK Financial
Oklahoma
$42.2K
AWM
258
Abound Wealth Management
Tennessee
$42.1K
TRCT
259
Tower Research Capital (TRC)
New York
$41.8K
HC
260
Hoese & Co
Minnesota
$39.5K
IF
261
Integrity Financial
Wyoming
$35.1K
BC
262
Barrett & Company
Rhode Island
$34.4K
HI
263
Harbour Investments
Wisconsin
$28.8K
RTL
264
Red Tortoise LLC
Georgia
$28.7K
PCTC
265
Perkins Coie Trust Company
Washington
$24.1K
HFS
266
Hantz Financial Services
Michigan
$24K
MA
267
MCF Advisors
Kentucky
$23.4K
NRC
268
New Republic Capital
North Carolina
$21.6K
BWL
269
Bogart Wealth LLC
Virginia
$19.4K
CA
270
Clearstead Advisors
Ohio
$18.4K
QCG
271
Quadrant Capital Group
Ohio
$17.9K
DF
272
Dunhill Financial
United Kingdom
$17.4K
BCWM
273
Bartlett & Co Wealth Management
Ohio
$16.5K
KBFS
274
Kohmann Bosshard Financial Services
Ohio
$15.8K
CT
275
Colonial Trust
South Carolina
$14.8K