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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$7.98M +$136K +2,983 +2%
AI
27
Accredited Investors
Minnesota
$7.8M -$747K -16,353 -9%
EH
28
Equitable Holdings
New York
$7.72M +$469K +10,265 +6%
AFA
29
Arlington Financial Advisors
California
$7.5M -$39.3K -860 -0.5%
Creative Planning
30
Creative Planning
Kansas
$7.02M +$663K +14,516 +10%
AQR Capital Management
31
AQR Capital Management
Connecticut
$6.84M +$753K +16,476 +12%
DAS
32
Dynamic Advisor Solutions
Arizona
$6.78M -$3.28M -71,666 -33%
VP
33
Verum Partners
North Carolina
$6.64M -$45.2K -989 -0.7%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$6.63M -$185K -4,052 -3%
DWM
35
Ducere Wealth Management
California
$6.5M +$6.47M +141,583 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6.47M -$1.52M -33,312 -19%
TFP
37
Traction Financial Partners
Wyoming
$5.83M +$238K +5,213 +4%
CWM
38
Cornerstone Wealth Management
Missouri
$5.68M -$305K -6,683 -5%
PWM
39
Perigon Wealth Management
California
$5.64M -$198K -4,342 -3%
Cerity Partners
40
Cerity Partners
New York
$5.53M -$45.7K -999 -0.8%
HighTower Advisors
41
HighTower Advisors
Illinois
$5.38M +$97.4K +2,132 +2%
CST
42
Charles Schwab Trust
Nevada
$5.34M -$48.8K -1,068 -0.9%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.31M -$602K -13,181 -10%
AFG
44
Albion Financial Group
Utah
$5.15M
SPIA
45
Steward Partners Investment Advisory
New York
$5.13M -$472K -10,318 -8%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$5.09M +$405K +8,864 +9%
WANY
47
Wealthspire Advisors (New York)
New York
$4.37M
IA
48
Integrity Alliance
Iowa
$4.2M +$4.19M +91,617 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$3.57M +$465K +10,180 +15%
Ameriprise
50
Ameriprise
Minnesota
$3.55M +$115K +2,507 +3%