PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

291 hedge funds and large institutions have $961M 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, 92 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
251
Perkins Coie Trust Company
Washington
$23.8K
MA
252
MCF Advisors
Kentucky
$23.2K
HFS
253
Hantz Financial Services
Michigan
$23K
MJRIC
254
Mogy Joel R Investment Counsel
California
$22K
NRC
255
New Republic Capital
North Carolina
$21.3K
NC
256
North Capital
Utah
$20.9K
AP
257
Aspect Partners
Virginia
$19.1K
TIM
258
Tortoise Investment Management
New York
$19.1K
JWM
259
JPL Wealth Management
Colorado
$18.9K
CA
260
Clearstead Advisors
Ohio
$18.1K
QCG
261
Quadrant Capital Group
Ohio
$17.7K
DF
262
Dunhill Financial
United Kingdom
$17.2K
BCWM
263
Bartlett & Co Wealth Management
Ohio
$16.4K
CT
264
Colonial Trust
South Carolina
$15K
SWP
265
Strategic Wealth Partners
Ohio
$14.5K
MFT
266
Moisand Fitzgerald Tamayo
Florida
$11.4K
NSIM
267
North Star Investment Management
Illinois
$11K
CA
268
Crewe Advisors
Utah
$10.8K
SL
269
Salomon & Ludwin
Virginia
$10.3K
FW
270
Fairway Wealth
Ohio
$10.2K
CMP
271
Coston McIsaac & Partners
Maine
$10K
WA
272
WPG Advisers
Maryland
$9.99K
ADL
273
Asset Dedication LLC
California
$8.4K
PWMG
274
Private Wealth Management Group
New Jersey
$8.31K
AF
275
Advisornet Financial
Minnesota
$8.04K