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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$6.56K
RF
302
Robinswood Financial
Washington
$6.44K +$6.67K +140 New
FCAS
303
First Command Advisory Services
Texas
$6.28K
FPF
304
First Pacific Financial
Washington
$5.83K +$6.05K +127 New
KFAS
305
Keating Financial Advisory Services
Kansas
$5.73K
AIP
306
Ameritas Investment Partners
Nebraska
$5.29K
CPG
307
Cornerstone Planning Group
New Jersey
$4.97K
SAM
308
Smartleaf Asset Management
Massachusetts
$4.8K -$83K -1,741 -94%
W
309
WealthCollab
Washington
$4.36K
DPW
310
DiNuzzo Private Wealth
Pennsylvania
$3.99K
CFS
311
CGC Financial Services
Oregon
$3.44K +$3.58K +75 New
ATPW
312
Ashton Thomas Private Wealth
Arizona
$3.21K +$3.34K +70 New
EWP
313
Elevation Wealth Partners
California
$2.8K
PFBT
314
Parkside Financial Bank & Trust
Missouri
$1.88K +$1.95K +41 New
WWM
315
Wolff Wiese Magana
California
$918 +$953 +20 New
GCM
316
Gunpowder Capital Management
Maryland
$871
PMIM
317
Prudent Man Investment Management
Colorado
$459
BBHC
318
Brown Brothers Harriman & Co
New York
$321
NL
319
NVWM LLC
Pennsylvania
$92 +$95 +2 New
SRCM
320
Signature Resources Capital Management
California
$46 +$48 +1 New
DJSG
321
D.J. St. Germain
Massachusetts
$13
DAS
322
Diversify Advisory Services
Utah
-$2.32M -47,334 Closed
Citadel Advisors
323
Citadel Advisors
Florida
-$833K -18,148 Closed
Goldman Sachs
324
Goldman Sachs
New York
-$707K -15,404 Closed
GAG
325
GM Advisory Group
New York
-$338K -7,375 Closed