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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
Holders
314
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
KFAS
301
Keating Financial Advisory Services
Kansas
$5.74K
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
W
305
WealthCollab
Washington
$4.36K
DPW
306
DiNuzzo Private Wealth
Pennsylvania
$3.99K
SFS
307
Sunrise Financial Services
Washington
$3.95K
FHA
308
Flagship Harbor Advisors
Massachusetts
$3.45K
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
PMIM
313
Prudent Man Investment Management
Colorado
$459
BBHC
314
Brown Brothers Harriman & Co
New York
$321
DJSG
315
D.J. St. Germain
Massachusetts
$13
MI
316
Motiv8 Investments
Florida
$3
BJL
317
Brighton Jones LLC
Washington
SC
318
Scotia Capital
Ontario, Canada
KA
319
Kovack Advisors
Florida
EWM
320
Empirical Wealth Management
Washington
Empower Advisory Group
321
Empower Advisory Group
Colorado
FCH
322
Freestone Capital Holdings
Washington
G
323
GenTrust
Florida
MWM
324
Mascagni Wealth Management
Mississippi
RWM
325
RMG Wealth Management
Wisconsin