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

280 hedge funds and large institutions have $864M 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, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
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
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
UBS Group
UBS Group
Switzerland
$20.6M
3
Invesco
Invesco
Georgia
$14.4M
4
FFA
First Foundation Advisors
California
$37.8M
5
EH
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
276
Elevation Wealth Partners
California
$2.48K – – –
AT
277
Arlington Trust
Alabama
$1.3K – – –
FWM
278
FSA Wealth Management
Massachusetts
$976 – – –
PMIM
279
Prudent Man Investment Management
Colorado
$417 – – –
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$407 -$5.82K -143 -93%
BFS
281
Bare Financial Services
Pennsylvania
$27 – – –
Charles Schwab
282
Charles Schwab
California
– -$794M -20,959,358 Closed
SIC
283
SFE Investment Counsel
California
– -$793K -20,948 Closed
FAIM
284
Financial Advocates Investment Management
Washington
– -$392K -10,356 Closed
GS
285
GTS Securities
New York
– -$343K -9,059 Closed
LT
286
Legacy Trust
Michigan
– -$266K -7,025 Closed
TIAA Trust, National Association
287
TIAA Trust, National Association
North Carolina
– -$226K -5,979 Closed
BPA
288
Beacon Pointe Advisors
California
– -$225K -5,946 Closed
WFC
289
Western Financial Corp
California
– -$212K -5,598 Closed
D.E. Shaw & Co
290
D.E. Shaw & Co
New York
– -$208K -5,485 Closed
AG
291
AmeriFlex Group
Nevada
– -$54K -1,426 Closed
OHWP
292
Oak Harbor Wealth Partners
North Carolina
– -$52.2K -1,380 Closed
CWC
293
Carolinas Wealth Consulting
North Carolina
– -$47.3K -1,250 Closed
CA
294
Continuum Advisory
Idaho
– -$26.1K -689 Closed
GFPC
295
Global Financial Private Client
Florida
– -$21.6K -570 Closed
QCG
296
Quadrant Capital Group
Ohio
– -$14.8K -390 Closed
GP
297
Greenline Partners
New York
– -$7.76K -205 Closed
FMII
298
Farmers & Merchants Investments Inc
Nebraska
– -$7.76K -205 Closed
BTI
299
Blue Trust Inc
Georgia
– -$4.17K -110 Closed
Toronto Dominion Bank
300
Toronto Dominion Bank
Ontario, Canada
– -$3.03K -80 Closed
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