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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Private Wealth Management Group
New Jersey
$8.31K
AF
277
Advisornet Financial
Minnesota
$8.04K +$7.68K +177 New
RA
278
Rise Advisors
New York
$7.68K
HWA
279
Heritage Wealth Advisors
Virginia
$7.27K
RF
280
Robinswood Financial
Washington
$6.37K
CPG
281
Cornerstone Planning Group
New Jersey
$6.32K +$6.07K +140 New
MSFP
282
Mark Sheptoff Financial Planning
Connecticut
$5.81K +$5.55K +128 New
MCA
283
Maryland Capital Advisors
Maryland
$5.63K +$5.38K +124 New
AIP
284
Ameritas Investment Partners
Nebraska
$5.21K +$43 +1 +0.9%
HWA
285
HHM Wealth Advisors
Tennessee
$4.54K
ME
286
McIlrath & Eck
Washington
$4.45K +$4.25K +98 New
DPW
287
DiNuzzo Private Wealth
Pennsylvania
$3.88K +$3.77K +87 New
CIA
288
Cape Investment Advisory
Georgia
$3.41K
FCG
289
Financial Connections Group
California
$3K
EWP
290
Elevation Wealth Partners
California
$2.77K
AT
291
Arlington Trust
Alabama
$1.45K
FWM
292
FSA Wealth Management
Massachusetts
$1.09K
TRCT
293
Tower Research Capital (TRC)
New York
$545 -$695K -16,013 -100%
PMIM
294
Prudent Man Investment Management
Colorado
$417
BFS
295
Bare Financial Services
Pennsylvania
$30
LSA
296
Lion Street Advisors
Texas
-$1.28M -31,426 Closed
MHS
297
M Holdings Securities
Oregon
-$1.11M -27,390 Closed
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
-$981K -24,115 Closed
Citadel Advisors
299
Citadel Advisors
Florida
-$605K -14,878 Closed
OMC
300
Old Mission Capital
Illinois
-$533K -13,106 Closed