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

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$794M
2
AAS
2
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
4
Invesco
Georgia
$18.9M
5
VP
5
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
LPL Financial
3
LPL Financial
California
$41M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$7.38M -$242K -6,396 -3%
TBWA
27
Three Bridge Wealth Advisors
California
$7.29M +$41.4K +1,093 +0.6%
RIA
28
Regal Investment Advisors
Michigan
$6.18M +$518K +13,684 +9%
AFA
29
Arlington Financial Advisors
California
$6.12M -$328K -8,669 -5%
WWA
30
WCG Wealth Advisors
Nevada
$6.07M -$1.04M -27,594 -15%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$6M +$1.18M +31,111 +24%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$5.72M -$49.3K -1,303 -0.9%
PWM
33
Perigon Wealth Management
California
$5.03M -$129K -3,395 -2%
Cerity Partners
34
Cerity Partners
New York
$4.95M +$134K +3,539 +3%
CWM
35
Cornerstone Wealth Management
Missouri
$4.91M +$58.5K +1,545 +1%
Creative Planning
36
Creative Planning
Kansas
$4.72M +$658K +17,378 +16%
SPIA
37
Steward Partners Investment Advisory
New York
$4.66M +$291K +7,686 +7%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.43M +$256K +6,750 +6%
AFG
39
Albion Financial Group
Utah
$4.25M – – –
TFP
40
Traction Financial Partners
Wyoming
$3.9M -$131K -3,463 -3%
WANY
41
Wealthspire Advisors (New York)
New York
$3.69M -$32.7K -863 -0.9%
LPT
42
Legacy Private Trust
Wisconsin
$3.64M -$57K -1,506 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.47M -$476K -12,578 -12%
Ameriprise
44
Ameriprise
Minnesota
$3.39M -$502K -13,234 -13%
WCM
45
WealthBridge Capital Management
Ohio
$2.93M +$31.8K +839 +1%
SS
46
Sound Stewardship
Kansas
$2.88M -$2.57K -68 -0.1%
VP
47
Verum Partners
North Carolina
$2.82M +$1.91M +50,364 +208%
CST
48
Charles Schwab Trust
Nevada
$2.72M +$73.3K +1,937 +3%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$2.38M +$44.4K +1,174 +2%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$2.26M +$57.9K +1,532 +3%
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