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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 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 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DF
276
Dunhill Financial
United Kingdom
$17.4K +$46 +1 +0.3%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$16.5K
KBFS
278
Kohmann Bosshard Financial Services
Ohio
$15.8K +$15.8K +345 New
CT
279
Colonial Trust
South Carolina
$14.8K -$503 -11 -3%
SWP
280
Strategic Wealth Partners
Ohio
$14.7K
IIM
281
IFC & Insurance Marketing
California
$14K +$14.4K +315 New
SFC
282
SYM Financial Corp
Indiana
$13.5K +$13.5K +295 New
AW
283
Ankerstar Wealth
Texas
$12.4K +$12.4K +271 New
AWM
284
Activest Wealth Management
Florida
$11.8K +$11.8K +258 New
MFT
285
Moisand Fitzgerald Tamayo
Florida
$11.5K
NSIM
286
North Star Investment Management
Illinois
$11.1K
CMP
287
Coston McIsaac & Partners
Maine
$11K
CA
288
Crewe Advisors
Utah
$10.9K
SL
289
Salomon & Ludwin
Virginia
$10.5K
FW
290
Fairway Wealth
Ohio
$10.3K
BFPW
291
BOK Financial Private Wealth
Colorado
$8.67K -$82.8K -1,811 -91%
ADL
292
Asset Dedication LLC
California
$8.49K
PWMG
293
Private Wealth Management Group
New Jersey
$8.4K
AF
294
Advisornet Financial
Minnesota
$8.12K
PB
295
Prosperity Bancshares
Texas
$8.03K +$8K +175 New
BTI
296
Blue Trust Inc
Georgia
$7.66K -$45.8K -1,001 -86%
HWA
297
Heritage Wealth Advisors
Virginia
$7.34K
ME
298
McIlrath & Eck
Washington
$7.22K +$2.7K +59 +60%
FCAS
299
First Command Advisory Services
Texas
$6.29K +$6.26K +137 New
MSFP
300
Mark Sheptoff Financial Planning
Connecticut
$5.87K