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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 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 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sound Stewardship
Kansas
$3.55M -$19.2K -420 -0.5%
CWA
52
Crusonia Wealth Advisors
Colorado
$3.54M +$3.53M +77,136 New
LPT
53
Legacy Private Trust
Wisconsin
$3.5M -$30.8K -674 -0.9%
WCM
54
WealthBridge Capital Management
Ohio
$3.31M -$98.3K -2,151 -3%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$3.24M +$1.02M +22,365 +46%
BCG
56
Breakwater Capital Group
New Jersey
$2.55M +$161K +3,531 +7%
TWC
57
TD Waterhouse Canada
Ontario, Canada
$2.53M -$57.1K -1,250 -2%
JWA
58
JFS Wealth Advisors
Pennsylvania
$2.52M -$66.2K -1,448 -3%
Osaic Holdings
59
Osaic Holdings
Arizona
$2.5M +$17K +371 +0.7%
MWM
60
Modern Wealth Management
Kansas
$2.44M -$1.28K -28 -0.1%
DAS
61
Diversify Advisory Services
Utah
$2.32M +$249K +5,445 +13%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.29M -$341K -7,465 -13%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M -$98.1K -2,146 -4%
QCM
64
Quantinno Capital Management
New York
$2.23M +$1.4M +30,678 +171%
Corient Private Wealth
65
Corient Private Wealth
Florida
$2.14M +$1.14M +24,855 +114%
EWA
66
EQ Wealth Advisors
Texas
$2.09M -$55.2K -1,208 -3%
CGL
67
Clarius Group LLC
Washington
$2.04M -$181K -3,960 -8%
BSWM
68
Boston Standard Wealth Management
Massachusetts
$2.03M -$3.88K -85 -0.2%
ASN
69
Advisory Services Network
Georgia
$1.91M -$16K -351 -0.8%
GA
70
GSG Advisors
New Jersey
$1.83M +$1.97K +43 +0.1%
TM
71
Torren Management
California
$1.76M +$1.75M +38,294 New
PA
72
PFG Advisors
Arizona
$1.69M -$491K -10,748 -23%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$1.67M +$841K +18,407 +102%
KAS
74
Kestra Advisory Services
Texas
$1.58M +$120K +2,633 +8%
BIA
75
Bell Investment Advisors
California
$1.58M -$1.23K -27 -0.1%