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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$794M
2
AAS
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
Invesco
Georgia
$18.9M
5
VP
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
LPL Financial
LPL Financial
California
$41M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
IAA
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$2.26M -$47.4K -1,252 -2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$2.22M +$2.22M +58,634 New
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.15M -$320K -8,445 -13%
CGL
54
Clarius Group LLC
Washington
$2.02M -$57.7K -1,525 -3%
EWA
55
EQ Wealth Advisors
Texas
$1.81M -$6.59K -174 -0.4%
PA
56
PFG Advisors
Arizona
$1.64M +$36.5K +964 +2%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.62M -$56.7K -1,497 -3%
MAM
58
Marquette Asset Management
Minnesota
$1.6M -$17.6K -464 -1%
BSWM
59
Boston Standard Wealth Management
Massachusetts
$1.57M -$40.6K -1,064 -3%
ASN
60
Advisory Services Network
Georgia
$1.55M +$172K +4,548 +13%
GA
61
GSG Advisors
New Jersey
$1.43M +$719 +20 +0.1%
SC
62
Savant Capital
Illinois
$1.37M +$9.88K +261 +0.7%
EWM
63
Evercore Wealth Management
New York
$1.33M – – –
PAG
64
Private Advisor Group
New Jersey
$1.32M -$72.2K -1,906 -5%
DAS
65
Diversify Advisory Services
Utah
$1.32M +$25.8K +696 +2%
RCA
66
Resonant Capital Advisors
Wisconsin
$1.27M – – –
US Bancorp
67
US Bancorp
Minnesota
$1.21M -$293K -7,738 -19%
KW
68
KWB Wealth
California
$1.2M -$175K -4,214 -13%
KAS
69
Kestra Advisory Services
Texas
$1.2M -$38.3K -1,011 -3%
Osaic Holdings
70
Osaic Holdings
Arizona
$1.18M +$524K +13,844 +80%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$439K -11,593 -28%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$1.05M -$5.34K -141 -0.5%
IAA
73
Independent Advisor Alliance
North Carolina
$1.05M -$3.95M -104,342 -79%
WA
74
Whipplewood Advisors
Colorado
$1.04M -$687M -27,747 -100%
LSA
75
Lion Street Advisors
Texas
$999K -$106K -2,795 -10%
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