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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 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 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$60.7K
MIA
252
Milestone Investment Advisors
Wisconsin
$60.2K
SGK
253
Steigerwald Gordon & Koch
Virginia
$59.2K -$9.37K -205 -14%
YAL
254
Your Advocates Ltd
Texas
$52.5K
S
255
Sachetta
Massachusetts
$50.6K +$137 +3 +0.3%
AF
256
Alerus Financial
North Dakota
$50.3K
HR
257
Howe & Rusling
New York
$47.3K +$13.9K +305 +42%
TFGT
258
TS Financial Group (TSFG)
Illinois
$47K
CT
259
Clearstead Trust
Maine
$45.1K +$44.9K +983 New
BF
260
BOK Financial
Oklahoma
$42.2K
AWM
261
Abound Wealth Management
Tennessee
$42.1K +$137 +3 +0.3%
TRCT
262
Tower Research Capital (TRC)
New York
$41.8K +$41.1K +899 +7,492%
HC
263
Hoese & Co
Minnesota
$39.5K
IF
264
Integrity Financial
Wyoming
$35.1K
BC
265
Barrett & Company
Rhode Island
$34.4K
MWA
266
Medallion Wealth Advisors
Connecticut
$32.1K
HI
267
Harbour Investments
Wisconsin
$28.8K -$183 -4 -0.6%
RTL
268
Red Tortoise LLC
Georgia
$28.7K
PCTC
269
Perkins Coie Trust Company
Washington
$24.1K
HFS
270
Hantz Financial Services
Michigan
$24K
MA
271
MCF Advisors
Kentucky
$23.4K
NRC
272
New Republic Capital
North Carolina
$21.6K
BWL
273
Bogart Wealth LLC
Virginia
$19.4K +$19.3K +423 New
CA
274
Clearstead Advisors
Ohio
$18.4K
QCG
275
Quadrant Capital Group
Ohio
$17.9K