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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 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
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$7.84M
RIA
27
Regal Investment Advisors
Michigan
$6.82M
AFA
28
Arlington Financial Advisors
California
$6.69M
VP
29
Verum Partners
North Carolina
$5.95M
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$5.92M
EH
31
Equitable Holdings
New York
$5.87M
CWM
32
Cornerstone Wealth Management
Missouri
$5.37M
Cerity Partners
33
Cerity Partners
New York
$5.36M
PWM
34
Perigon Wealth Management
California
$5.11M
SPIA
35
Steward Partners Investment Advisory
New York
$5.1M
Creative Planning
36
Creative Planning
Kansas
$5.06M
CST
37
Charles Schwab Trust
Nevada
$4.88M
HighTower Advisors
38
HighTower Advisors
Illinois
$4.68M
AFG
39
Albion Financial Group
Utah
$4.56M
TFP
40
Traction Financial Partners
Wyoming
$4.21M
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$4.02M
WANY
42
Wealthspire Advisors (New York)
New York
$3.87M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.85M
Ameriprise
44
Ameriprise
Minnesota
$3.53M
LPT
45
Legacy Private Trust
Wisconsin
$3.42M
SS
46
Sound Stewardship
Kansas
$3.18M
WCM
47
WealthBridge Capital Management
Ohio
$2.98M
TWC
48
TD Waterhouse Canada
Ontario, Canada
$2.46M
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.33M
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M