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

280 hedge funds and large institutions have $864M 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, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
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
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
UBS Group
UBS Group
Switzerland
$20.6M
3
Invesco
Invesco
Georgia
$14.4M
4
FFA
First Foundation Advisors
California
$37.8M
5
EH
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$7.84M -$86.5K -2,126 -1%
RIA
27
Regal Investment Advisors
Michigan
$6.82M +$177K +4,343 +3%
AFA
28
Arlington Financial Advisors
California
$6.69M +$123K +3,036 +2%
VP
29
Verum Partners
North Carolina
$5.95M +$2.92M +71,795 +96%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$5.92M -$227K -5,587 -4%
EH
31
Equitable Holdings
New York
$5.87M -$2.97M -73,097 -34%
CWM
32
Cornerstone Wealth Management
Missouri
$5.37M +$85.9K +2,111 +2%
Cerity Partners
33
Cerity Partners
New York
$5.36M +$48.7K +1,197 +0.9%
PWM
34
Perigon Wealth Management
California
$5.11M -$296K -7,290 -5%
SPIA
35
Steward Partners Investment Advisory
New York
$5.1M +$96.3K +2,369 +2%
Creative Planning
36
Creative Planning
Kansas
$5.06M -$9.4K -231 -0.2%
CST
37
Charles Schwab Trust
Nevada
$4.88M +$1.96M +48,192 +67%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.68M -$79.1K -1,945 -2%
AFG
39
Albion Financial Group
Utah
$4.56M – – –
TFP
40
Traction Financial Partners
Wyoming
$4.21M +$24.6K +606 +0.6%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$4.02M -$2.42M -59,551 -38%
WANY
42
Wealthspire Advisors (New York)
New York
$3.87M -$93.1K -2,290 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.85M +$124K +3,040 +3%
Ameriprise
44
Ameriprise
Minnesota
$3.53M -$102K -2,504 -3%
LPT
45
Legacy Private Trust
Wisconsin
$3.42M -$498K -12,248 -13%
SS
46
Sound Stewardship
Kansas
$3.18M +$86.3K +2,122 +3%
WCM
47
WealthBridge Capital Management
Ohio
$2.98M -$173K -4,258 -5%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$2.46M -$3.04K -74 -0.1%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.33M -$96.5K -2,373 -4%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M -$129K -3,161 -6%
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