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

280 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
LPL Financial
California
$47.1M
5
VP
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
UBS Group
UBS Group
Switzerland
$20.6M
3
Invesco
Invesco
Georgia
$14.4M
4
FFA
First Foundation Advisors
California
$37.8M
5
EH
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modern Wealth Management
Kansas
$2.16M +$2.16M +53,048 New
BCG
52
Breakwater Capital Group
New Jersey
$2.1M +$2.1M +51,579 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.98M -$577K -14,187 -23%
CGL
54
Clarius Group LLC
Washington
$1.97M -$204K -5,015 -9%
PA
55
PFG Advisors
Arizona
$1.97M +$210K +5,160 +12%
EWA
56
EQ Wealth Advisors
Texas
$1.94M -$3.74K -92 -0.2%
BSWM
57
Boston Standard Wealth Management
Massachusetts
$1.82M +$137K +3,372 +8%
DAS
58
Diversify Advisory Services
Utah
$1.76M +$240K +5,613 +16%
ASN
59
Advisory Services Network
Georgia
$1.74M +$42.4K +1,022 +3%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.71M -$33.6K -825 -2%
GA
61
GSG Advisors
New Jersey
$1.62M +$1.83K +45 +0.1%
BIA
62
Bell Investment Advisors
California
$1.46M +$1.15M +28,314 +371%
EWM
63
Evercore Wealth Management
New York
$1.42M – – –
SC
64
Savant Capital
Illinois
$1.4M -$71.3K -1,752 -5%
RCA
65
Resonant Capital Advisors
Wisconsin
$1.36M – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$60.4K +1,486 +5%
KAS
67
Kestra Advisory Services
Texas
$1.28M -$6.67K -164 -0.5%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$1.28M +$403K +9,901 +46%
LSA
69
Lion Street Advisors
Texas
$1.28M +$204K +5,027 +19%
US Bancorp
70
US Bancorp
Minnesota
$1.24M -$62.7K -1,541 -5%
WA
71
Whipplewood Advisors
Colorado
$1.22M +$1.22M +29,922 +71,243%
PAG
72
Private Advisor Group
New Jersey
$1.19M -$234K -5,756 -16%
Osaic Holdings
73
Osaic Holdings
Arizona
$1.18M -$92.5K -2,253 -7%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$1.13M +$325 +8 +0%
MHS
75
M Holdings Securities
Oregon
$1.11M +$1.11M +27,390 New
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