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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$8.46M -$277K -6,379 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.91M +$7.56M +174,246 New
RIA
28
Regal Investment Advisors
Michigan
$7.76M +$142K +3,264 +2%
AFA
29
Arlington Financial Advisors
California
$7.46M -$16.4K -378 -0.2%
EH
30
Equitable Holdings
New York
$7.17M +$587K +13,532 +9%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$6.75M +$135K +3,101 +2%
VP
32
Verum Partners
North Carolina
$6.62M -$32.2K -742 -0.5%
Creative Planning
33
Creative Planning
Kansas
$6.29M +$611K +14,076 +11%
AQR Capital Management
34
AQR Capital Management
Connecticut
$6.02M +$5.24M +120,815 +1,036%
CWM
35
Cornerstone Wealth Management
Missouri
$5.93M -$62.3K -1,435 -1%
JP Morgan Chase
36
JP Morgan Chase
New York
$5.85M +$3.48M +80,199 +165%
PWM
37
Perigon Wealth Management
California
$5.78M +$72.1K +1,661 +1%
SPIA
38
Steward Partners Investment Advisory
New York
$5.54M -$150K -3,455 -3%
TFP
39
Traction Financial Partners
Wyoming
$5.53M +$791K +18,243 +18%
Cerity Partners
40
Cerity Partners
New York
$5.52M -$453K -10,433 -8%
CST
41
Charles Schwab Trust
Nevada
$5.34M -$111K -2,553 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$5.23M +$2.78K +64 +0.1%
AFG
43
Albion Financial Group
Utah
$5.1M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$4.64M +$136K +3,127 +3%
WANY
45
Wealthspire Advisors (New York)
New York
$4.33M
SS
46
Sound Stewardship
Kansas
$3.54M -$10.3K -237 -0.3%
LPT
47
Legacy Private Trust
Wisconsin
$3.49M -$311K -7,166 -9%
Ameriprise
48
Ameriprise
Minnesota
$3.41M -$516K -11,900 -14%
WCM
49
WealthBridge Capital Management
Ohio
$3.37M +$47.3K +1,091 +1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$3.07M -$1.18M -27,194 -29%