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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

277 hedge funds and large institutions have $862M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
277
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PMIM
276
Prudent Man Investment Management
Colorado
$417 10 – –
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$407 10 -143 -93%
BFS
278
Bare Financial Services
Pennsylvania
$27 1 – –
Charles Schwab
279
Charles Schwab
California
– – -20,959,358 Closed
SIC
280
SFE Investment Counsel
California
– – -20,948 Closed
FAIM
281
Financial Advocates Investment Management
Washington
– – -10,356 Closed
GS
282
GTS Securities
New York
– – -9,059 Closed
LT
283
Legacy Trust
Michigan
– – -7,025 Closed
TIAA Trust, National Association
284
TIAA Trust, National Association
North Carolina
– – -5,979 Closed
BPA
285
Beacon Pointe Advisors
California
– – -5,946 Closed
WFC
286
Western Financial Corp
California
– – -5,598 Closed
D.E. Shaw & Co
287
D.E. Shaw & Co
New York
– – -5,485 Closed
AG
288
AmeriFlex Group
Nevada
– – -1,426 Closed
OHWP
289
Oak Harbor Wealth Partners
North Carolina
– – -1,380 Closed
CWC
290
Carolinas Wealth Consulting
North Carolina
– – -1,250 Closed
CA
291
Continuum Advisory
Idaho
– – -689 Closed
GFPC
292
Global Financial Private Client
Florida
– – -570 Closed
QCG
293
Quadrant Capital Group
Ohio
– – -390 Closed
GP
294
Greenline Partners
New York
– – -205 Closed
FMII
295
Farmers & Merchants Investments Inc
Nebraska
– – -205 Closed
BTI
296
Blue Trust Inc
Georgia
– – -110 Closed
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
– – -80 Closed
WT
298
Washington Trust
Rhode Island
– – -70 Closed
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