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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$10.4M -$55.9K -1,173 -0.5%
RIA
27
Regal Investment Advisors
Michigan
$8.02M +$50.3K +1,055 +0.6%
AI
28
Accredited Investors
Minnesota
$7.74M -$57K -1,196 -0.7%
AQR Capital Management
29
AQR Capital Management
Connecticut
$7.32M +$512K +10,736 +7%
Creative Planning
30
Creative Planning
Kansas
$7.21M +$203K +4,251 +3%
AFA
31
Arlington Financial Advisors
California
$7.17M -$333K -6,988 -4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$6.9M +$455K +9,541 +7%
DAS
33
Dynamic Advisor Solutions
Arizona
$6.77M -$5.53K -116 -0.1%
VP
34
Verum Partners
North Carolina
$6.57M -$72.4K -1,518 -1%
DWM
35
Ducere Wealth Management
California
$6.25M -$252K -5,291 -4%
CWM
36
Cornerstone Wealth Management
Missouri
$5.67M -$6K -126 -0.1%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.63M +$518K +10,866 +9%
PWM
38
Perigon Wealth Management
California
$5.56M -$74.4K -1,561 -1%
Cerity Partners
39
Cerity Partners
New York
$5.53M +$7.29K +153 +0.1%
CST
40
Charles Schwab Trust
Nevada
$5.32M -$22.5K -472 -0.4%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$5.3M +$217K +4,553 +4%
SPIA
42
Steward Partners Investment Advisory
New York
$5.25M +$134K +2,819 +3%
HighTower Advisors
43
HighTower Advisors
Illinois
$5.16M -$229K -4,800 -4%
AFG
44
Albion Financial Group
Utah
$5.15M
SFS
45
Sunrise Financial Services
Washington
$4.55M +$4.73M +99,193 +115,341%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$4.39M +$1.29M +27,066 +38%
WANY
47
Wealthspire Advisors (New York)
New York
$4.37M
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$3.8M +$243K +5,093 +7%
CA
49
Clearstead Advisors
Ohio
$3.77M +$3.9M +81,793 +20,448%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.74M -$8.45M -177,230 -69%