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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 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 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
Ameriprise
51
Ameriprise
Minnesota
$3.62M
CWA
52
Crusonia Wealth Advisors
Colorado
$3.53M
WCM
53
WealthBridge Capital Management
Ohio
$3.53M
SS
54
Sound Stewardship
Kansas
$3.47M
IAA
55
Independent Advisor Alliance
North Carolina
$3.36M
BCG
56
Breakwater Capital Group
New Jersey
$2.68M
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$2.66M
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2.55M
DWM
59
Diversify Wealth Management
Utah
$2.5M
Osaic Holdings
60
Osaic Holdings
Arizona
$2.5M
LPT
61
Legacy Private Trust
Wisconsin
$2.46M
JWA
62
JFS Wealth Advisors
Pennsylvania
$2.46M
MWM
63
Modern Wealth Management
Kansas
$2.45M
QCM
64
Quantinno Capital Management
New York
$2.4M
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2.24M
TWC
66
TD Waterhouse Canada
Ontario, Canada
$2.17M
EWA
67
EQ Wealth Advisors
Texas
$2.08M
IA
68
Integrity Alliance
Iowa
$2.03M
BSWM
69
Boston Standard Wealth Management
Massachusetts
$1.92M
ASN
70
Advisory Services Network
Georgia
$1.87M
GA
71
GSG Advisors
New Jersey
$1.83M
IC
72
IEQ Capital
California
$1.81M
KAS
73
Kestra Advisory Services
Texas
$1.56M
BIA
74
Bell Investment Advisors
California
$1.54M
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.53M