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Invesco FTSE RAFI US 1500 Small-Mid ETF

309 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 47 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
DPW
301
DiNuzzo Private Wealth
Pennsylvania
$3.99K
SFS
302
Sunrise Financial Services
Washington
$3.95K
FHA
303
Flagship Harbor Advisors
Massachusetts
$3.45K
CIA
304
Cape Investment Advisory
Georgia
$3.44K
EWP
305
Elevation Wealth Partners
California
$2.8K
AT
306
Arlington Trust
Alabama
$1.47K
GCMLDOWM
307
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Maryland
$872
PMIM
308
Prudent Man Investment Management
Colorado
$459
BBHC
309
Brown Brothers Harriman & Co
New York
$321
DJSG
310
D.J. St. Germain
Massachusetts
$13
MI
311
Motiv8 Investments
Florida
$3
BJL
312
Brighton Jones LLC
Washington
SC
313
Scotia Capital
Ontario, Canada
KA
314
Kovack Advisors
Florida
EWM
315
Empirical Wealth Management
Washington
Empower Advisory Group
316
Empower Advisory Group
Colorado
FCH
317
Freestone Capital Holdings
Washington
G
318
GenTrust
Florida
MWM
319
Mascagni Wealth Management
Mississippi
RWM
320
RMG Wealth Management
Wisconsin
PS
321
Principal Securities
Iowa
PAM
322
Palisade Asset Management
Minnesota
MJRIC
323
Mogy Joel R Investment Counsel
California
NC
324
North Capital
Utah
AP
325
Aspect Partners
Virginia