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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Addison Advisors
Vermont
$74.5K
HAP
252
Harbor Asset Planning
Massachusetts
$73.3K +$191 +4 +0.3%
Russell Investments Group
253
Russell Investments Group
United Kingdom
$61.3K -$16.3K -343 -20%
MIA
254
Milestone Investment Advisors
Wisconsin
$60.2K
PTC
255
Private Trust Company
Ohio
$59.8K -$906 -19 -1%
S
256
Sachetta
Massachusetts
$50.7K +$95 +2 +0.2%
BIAS
257
Beacon Investment Advisory Services
New Jersey
$48.4K +$50.3K +1,055 New
TFGT
258
TS Financial Group (TSFG)
Illinois
$47K
CT
259
Clearstead Trust
Maine
$45.1K
HI
260
Harbour Investments
Wisconsin
$44.4K +$16.2K +340 +54%
YAL
261
Your Advocates Ltd
Texas
$43.9K -$9.01K -189 -17%
BF
262
BOK Financial
Oklahoma
$42.2K
AWM
263
Abound Wealth Management
Tennessee
$42.1K +$48 +1 +0.1%
HC
264
Hoese & Co
Minnesota
$39.4K
CT
265
Coastline Trust
Rhode Island
$37.8K +$39.3K +825 New
HR
266
Howe & Rusling
New York
$33.3K -$14.5K -305 -30%
MWA
267
Medallion Wealth Advisors
Connecticut
$32.1K
SGK
268
Steigerwald Gordon & Koch
Virginia
$31.2K -$29.1K -611 -47%
RTL
269
Red Tortoise LLC
Georgia
$28.7K
PCTC
270
Perkins Coie Trust Company
Washington
$24.1K
HFS
271
Hantz Financial Services
Michigan
$24K
BC
272
Barrett & Company
Rhode Island
$23.5K -$11.3K -238 -32%
MA
273
MCF Advisors
Kentucky
$23.4K
DWP
274
Destiny Wealth Partners
Florida
$21.8K +$22.6K +475 New
NRC
275
New Republic Capital
North Carolina
$21.6K