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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
SS
51
Sound Stewardship
Kansas
$3.55M
CWA
52
Crusonia Wealth Advisors
Colorado
$3.54M
LPT
53
Legacy Private Trust
Wisconsin
$3.5M
WCM
54
WealthBridge Capital Management
Ohio
$3.31M
Jones Financial Companies
55
Jones Financial Companies
Missouri
$3.24M
BCG
56
Breakwater Capital Group
New Jersey
$2.55M
TWC
57
TD Waterhouse Canada
Ontario, Canada
$2.53M
JWA
58
JFS Wealth Advisors
Pennsylvania
$2.52M
Osaic Holdings
59
Osaic Holdings
Arizona
$2.5M
MWM
60
Modern Wealth Management
Kansas
$2.44M
DAS
61
Diversify Advisory Services
Utah
$2.32M
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.29M
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M
QCM
64
Quantinno Capital Management
New York
$2.23M
EWA
65
EQ Wealth Advisors
Texas
$2.09M
CGL
66
Clarius Group LLC
Washington
$2.04M
BSWM
67
Boston Standard Wealth Management
Massachusetts
$2.03M
ASN
68
Advisory Services Network
Georgia
$1.91M
GA
69
GSG Advisors
New Jersey
$1.83M
TM
70
Torren Management
California
$1.76M
PA
71
PFG Advisors
Arizona
$1.69M
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.67M
KAS
73
Kestra Advisory Services
Texas
$1.58M
BIA
74
Bell Investment Advisors
California
$1.58M
IC
75
IEQ Capital
California
$1.51M