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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
KFAS
301
Keating Financial Advisory Services
Kansas
$5.74K +$5.71K +125 New
MCA
302
Maryland Capital Advisors
Maryland
$5.69K
AIP
303
Ameritas Investment Partners
Nebraska
$5.28K
CPG
304
Cornerstone Planning Group
New Jersey
$4.68K -$1.97K -43 -31%
W
305
WealthCollab
Washington
$4.36K +$4.34K +95 New
DPW
306
DiNuzzo Private Wealth
Pennsylvania
$3.99K
SFS
307
Sunrise Financial Services
Washington
$3.95K +$3.93K +86 New
FHA
308
Flagship Harbor Advisors
Massachusetts
$3.45K +$3.43K +75 New
CIA
309
Cape Investment Advisory
Georgia
$3.44K
EWP
310
Elevation Wealth Partners
California
$2.8K
AT
311
Arlington Trust
Alabama
$1.47K
GCM
312
Gunpowder Capital Management
Maryland
$872 +$868 +19 New
PMIM
313
Prudent Man Investment Management
Colorado
$459
BBHC
314
Brown Brothers Harriman & Co
New York
$321 +$320 +7 New
DJSG
315
D.J. St. Germain
Massachusetts
$13
MI
316
Motiv8 Investments
Florida
$3 +$2.74K +60 New
BJL
317
Brighton Jones LLC
Washington
-$1.17M -25,751 Closed
SC
318
Scotia Capital
Ontario, Canada
-$914K -20,113 Closed
KA
319
Kovack Advisors
Florida
-$313K -6,898 Closed
EWM
320
Empirical Wealth Management
Washington
-$272K -5,987 Closed
Empower Advisory Group
321
Empower Advisory Group
Colorado
-$258K -5,685 Closed
FCH
322
Freestone Capital Holdings
Washington
-$234K -5,147 Closed
G
323
GenTrust
Florida
-$227K -5,005 Closed
MWM
324
Mascagni Wealth Management
Mississippi
-$203K -4,472 Closed
RWM
325
RMG Wealth Management
Wisconsin
-$130K -2,858 Closed