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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
IIM
276
IFC & Insurance Marketing
California
$14K
SFC
277
SYM Financial Corp
Indiana
$13.5K
AW
278
Ankerstar Wealth
Texas
$12.4K
AWM
279
Activest Wealth Management
Florida
$11.8K
MFT
280
Moisand Fitzgerald Tamayo
Florida
$11.5K
NSIM
281
North Star Investment Management
Illinois
$11.1K
CMP
282
Coston McIsaac & Partners
Maine
$11K
CA
283
Crewe Advisors
Utah
$10.9K
SL
284
Salomon & Ludwin
Virginia
$10.5K
FW
285
Fairway Wealth
Ohio
$10.3K
BFPW
286
BOK Financial Private Wealth
Colorado
$8.67K
ADL
287
Asset Dedication LLC
California
$8.49K
PWMG
288
Private Wealth Management Group
New Jersey
$8.4K
AF
289
Advisornet Financial
Minnesota
$8.12K
PB
290
Prosperity Bancshares
Texas
$8.03K
BTI
291
Blue Trust Inc
Georgia
$7.66K
HWA
292
Heritage Wealth Advisors
Virginia
$7.34K
ME
293
McIlrath & Eck
Washington
$7.22K
FCAS
294
First Command Advisory Services
Texas
$6.29K
MSFP
295
Mark Sheptoff Financial Planning
Connecticut
$5.87K
KFAS
296
Keating Financial Advisory Services
Kansas
$5.74K
MCA
297
Maryland Capital Advisors
Maryland
$5.69K
AIP
298
Ameritas Investment Partners
Nebraska
$5.28K
CPG
299
Cornerstone Planning Group
New Jersey
$4.68K
W
300
WealthCollab
Washington
$4.36K