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

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$794M
2
AAS
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
Invesco
Georgia
$18.9M
5
VP
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
LPL Financial
LPL Financial
California
$41M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
IAA
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWC
276
Spectrum Wealth Counsel
Indiana
$1.31K – – –
AT
277
Arlington Trust
Alabama
$1.21K – – –
FWM
278
FSA Wealth Management
Massachusetts
$909 – – –
PMIM
279
Prudent Man Investment Management
Colorado
$417 – – –
BFS
280
Bare Financial Services
Pennsylvania
$25 – – –
Bank of New York Mellon
281
Bank of New York Mellon
New York
– -$20.5M -492,813 Closed
Two Sigma Investments
282
Two Sigma Investments
New York
– -$5.53M -133,000 Closed
AWS
283
Atria Wealth Solutions
New York
– -$341K -8,191 Closed
NA
284
Nottingham Advisors
New York
– -$281K -6,750 Closed
MML Investors Services
285
MML Investors Services
Massachusetts
– -$281K -6,749 Closed
CIC
286
Carnegie Investment Counsel
Ohio
– -$228K -5,485 Closed
G
287
GenTrust
Florida
– -$208K -5,005 Closed
BW
288
BIP Wealth
Georgia
– -$207K -4,973 Closed
UB
289
UMB Bank
Missouri
– -$80.6K -1,936 Closed
BA
290
Bellwether Advisors
Nebraska
– -$64.8K -1,556 Closed
DRP
291
Decker Retirement Planning
Utah
– -$60.9K -1,463 Closed
BBHC
292
Brown Brothers Harriman & Co
New York
– -$35.2K -846 Closed
OC
293
Oarsman Capital
Wisconsin
– -$32.5K -781 Closed
KBFS
294
Kohmann Bosshard Financial Services
Ohio
– -$14.4K -345 Closed
Simplex Trading
295
Simplex Trading
Illinois
– -$12K -300 Closed
CI
296
Cordant Inc
Oregon
– -$12.1K -290 Closed
VWWMG
297
Vermillion & White Wealth Management Group
Pennsylvania
– -$6.87K -165 Closed
AP
298
Atwood & Palmer
Missouri
– -$4.16K -100 Closed
PA
299
PSI Advisors
Florida
– -$3.75K -90 Closed
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