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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

277 hedge funds and large institutions have $862M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
277
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$7.84M 192,735 -2,126 -1%
RIA
27
Regal Investment Advisors
Michigan
$6.82M 167,645 +4,343 +3%
AFA
28
Arlington Financial Advisors
California
$6.69M 164,608 +3,036 +2%
VP
29
Verum Partners
North Carolina
$5.95M 146,392 +71,795 +96%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$5.92M 145,443 -5,587 -4%
EH
31
Equitable Holdings
New York
$5.87M 144,416 -73,097 -34%
CWM
32
Cornerstone Wealth Management
Missouri
$5.37M 131,922 +2,111 +2%
Cerity Partners
33
Cerity Partners
New York
$5.36M 131,896 +1,197 +0.9%
PWM
34
Perigon Wealth Management
California
$5.11M 125,549 -7,290 -5%
SPIA
35
Steward Partners Investment Advisory
New York
$5.1M 125,512 +2,369 +2%
Creative Planning
36
Creative Planning
Kansas
$5.06M 124,433 -231 -0.2%
CST
37
Charles Schwab Trust
Nevada
$4.88M 120,064 +48,192 +67%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.68M 114,992 -1,945 -2%
AFG
39
Albion Financial Group
Utah
$4.56M 112,200 – –
TFP
40
Traction Financial Partners
Wyoming
$4.21M 103,613 +606 +0.6%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$4.02M 98,954 -59,551 -38%
WANY
42
Wealthspire Advisors (New York)
New York
$3.87M 95,248 -2,290 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.85M 94,787 +3,040 +3%
Ameriprise
44
Ameriprise
Minnesota
$3.53M 86,849 -2,504 -3%
LPT
45
Legacy Private Trust
Wisconsin
$3.42M 84,002 -12,248 -13%
SS
46
Sound Stewardship
Kansas
$3.18M 78,085 +2,122 +3%
WCM
47
WealthBridge Capital Management
Ohio
$2.98M 73,199 -4,258 -5%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$2.46M 59,734 -74 -0.1%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.33M 57,268 -2,373 -4%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M 53,661 -3,161 -6%
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