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Invesco FTSE RAFI US 1500 Small-Mid ETF

289 hedge funds and large institutions have $959M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
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

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
51
TD Waterhouse Canada
Ontario, Canada
$2.58M
JWA
52
JFS Wealth Advisors
Pennsylvania
$2.56M
Osaic Holdings
53
Osaic Holdings
Arizona
$2.44M
MWM
54
Modern Wealth Management
Kansas
$2.41M
BCG
55
Breakwater Capital Group
New Jersey
$2.37M
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M
CGL
57
Clarius Group LLC
Washington
$2.2M
Jones Financial Companies
58
Jones Financial Companies
Missouri
$2.2M
PA
59
PFG Advisors
Arizona
$2.16M
EWA
60
EQ Wealth Advisors
Texas
$2.13M
BSWM
61
Boston Standard Wealth Management
Massachusetts
$2.01M
ASN
62
Advisory Services Network
Georgia
$1.9M
DAS
63
Diversify Advisory Services
Utah
$1.9M
GA
64
GSG Advisors
New Jersey
$1.81M
SC
65
Savant Capital
Illinois
$1.65M
BIA
66
Bell Investment Advisors
California
$1.56M
IC
67
IEQ Capital
California
$1.5M
US Bancorp
68
US Bancorp
Minnesota
$1.49M
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1.49M
KAS
70
Kestra Advisory Services
Texas
$1.45M
RCA
71
Resonant Capital Advisors
Wisconsin
$1.45M
EWM
72
Evercore Wealth Management
New York
$1.42M
WA
73
Whipplewood Advisors
Colorado
$1.33M
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$1.24M
Lido Advisors
75
Lido Advisors
California
$1.2M