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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
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
PMIM
307
Prudent Man Investment Management
Colorado
$459
BBHC
308
Brown Brothers Harriman & Co
New York
$321
DJSG
309
D.J. St. Germain
Massachusetts
$13
MI
310
Motiv8 Investments
Florida
$3
BJL
311
Brighton Jones LLC
Washington
SC
312
Scotia Capital
Ontario, Canada
KA
313
Kovack Advisors
Florida
EWM
314
Empirical Wealth Management
Washington
Empower Advisory Group
315
Empower Advisory Group
Colorado
FCH
316
Freestone Capital Holdings
Washington
G
317
GenTrust
Florida
MWM
318
Mascagni Wealth Management
Mississippi
RWM
319
RMG Wealth Management
Wisconsin
PS
320
Principal Securities
Iowa
PAM
321
Palisade Asset Management
Minnesota
MJRIC
322
Mogy Joel R Investment Counsel
California
NC
323
North Capital
Utah
AP
324
Aspect Partners
Virginia
TIM
325
Tortoise Investment Management
New York