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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$2.6M +$663K +15,292 +36%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$2.58M -$140K -3,220 -5%
JWA
53
JFS Wealth Advisors
Pennsylvania
$2.56M -$43.2K -996 -2%
Osaic Holdings
54
Osaic Holdings
Arizona
$2.44M +$638K +14,717 +37%
MWM
55
Modern Wealth Management
Kansas
$2.41M
BCG
56
Breakwater Capital Group
New Jersey
$2.37M +$23.8K +549 +1%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M -$90.5K -2,085 -4%
CGL
58
Clarius Group LLC
Washington
$2.2M
Jones Financial Companies
59
Jones Financial Companies
Missouri
$2.2M +$730K +16,819 +53%
PA
60
PFG Advisors
Arizona
$2.16M -$37.1K -854 -2%
EWA
61
EQ Wealth Advisors
Texas
$2.13M -$34.3K -791 -2%
BSWM
62
Boston Standard Wealth Management
Massachusetts
$2.01M -$11.8K -272 -0.6%
ASN
63
Advisory Services Network
Georgia
$1.9M +$304 +7 +0%
DAS
64
Diversify Advisory Services
Utah
$1.9M +$31.4K +723 +2%
GA
65
GSG Advisors
New Jersey
$1.81M +$1.87K +43 +0.1%
SC
66
Savant Capital
Illinois
$1.65M +$77K +1,774 +5%
BIA
67
Bell Investment Advisors
California
$1.56M -$65.1K -1,501 -4%
IFG
68
Independent Financial Group
California
$1.55M +$112K +2,589 +8%
IC
69
IEQ Capital
California
$1.5M +$755K +17,398 +112%
US Bancorp
70
US Bancorp
Minnesota
$1.49M +$101K +2,323 +8%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$32.8K +756 +2%
KAS
72
Kestra Advisory Services
Texas
$1.45M +$12K +277 +0.9%
RCA
73
Resonant Capital Advisors
Wisconsin
$1.45M -$72.5K -1,671 -5%
EWM
74
Evercore Wealth Management
New York
$1.42M -$167K -3,860 -11%
WA
75
Whipplewood Advisors
Colorado
$1.33M -$32.6K -752 -3%