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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 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 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
CCWM
276
Cassaday & Co Wealth Management
Virginia
$20.3K
BWL
277
Bogart Wealth LLC
Virginia
$19.4K
BCWM
278
Bartlett & Co Wealth Management
Ohio
$18.2K
QCG
279
Quadrant Capital Group
Ohio
$17.9K
DF
280
Dunhill Financial
United Kingdom
$17.4K
AF
281
Align Financial
Minnesota
$16.2K
SWP
282
Strategic Wealth Partners
Ohio
$14.7K
QC
283
Quent Capital
New York
$14.5K
CT
284
Colonial Trust
South Carolina
$14.2K
SFC
285
SYM Financial Corp
Indiana
$13.5K
AW
286
Ankerstar Wealth
Texas
$12.4K
AWM
287
Activest Wealth Management
Florida
$11.8K
MFT
288
Moisand Fitzgerald Tamayo
Florida
$11.5K
NSIM
289
North Star Investment Management
Illinois
$11.1K
CMP
290
Coston McIsaac & Partners
Maine
$11K
CA
291
Crewe Advisors
Utah
$10.9K
SL
292
Salomon & Ludwin
Virginia
$10.4K
FW
293
Fairway Wealth
Ohio
$10.3K
PWMG
294
Private Wealth Management Group
New Jersey
$8.39K
AF
295
Advisornet Financial
Minnesota
$8.12K
PB
296
Prosperity Bancshares
Texas
$8.03K
BTI
297
Blue Trust Inc
Georgia
$7.66K
HWA
298
Heritage Wealth Advisors
Virginia
$7.34K
ME
299
McIlrath & Eck
Washington
$6.76K
MSFP
300
Mark Sheptoff Financial Planning
Connecticut
$6.56K