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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$3.62M +$70.2K +1,472 +2%
CWA
52
Crusonia Wealth Advisors
Colorado
$3.53M -$3.58K -75 -0.1%
WCM
53
WealthBridge Capital Management
Ohio
$3.53M +$226K +4,740 +7%
SS
54
Sound Stewardship
Kansas
$3.47M -$87.1K -1,827 -2%
IAA
55
Independent Advisor Alliance
North Carolina
$3.36M +$2.25M +47,262 +182%
BCG
56
Breakwater Capital Group
New Jersey
$2.68M +$130K +2,718 +5%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$2.66M -$4.12M -86,537 -60%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2.55M +$273K +5,723 +11%
DWM
59
Diversify Wealth Management
Utah
$2.5M +$2.4M +50,415 New
Osaic Holdings
60
Osaic Holdings
Arizona
$2.5M -$906 -19 -0%
LPT
61
Legacy Private Trust
Wisconsin
$2.46M -$1.07M -22,466 -29%
JWA
62
JFS Wealth Advisors
Pennsylvania
$2.46M -$58K -1,216 -2%
MWM
63
Modern Wealth Management
Kansas
$2.45M -$810 -17 -0%
QCM
64
Quantinno Capital Management
New York
$2.4M +$172K +3,616 +7%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2.24M +$592K +12,424 +34%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$2.17M -$391K -8,198 -15%
EWA
67
EQ Wealth Advisors
Texas
$2.08M -$16.4K -344 -0.8%
IA
68
Integrity Alliance
Iowa
$2.03M -$2.26M -47,378 -52%
BSWM
69
Boston Standard Wealth Management
Massachusetts
$1.92M -$132K -2,775 -6%
ASN
70
Advisory Services Network
Georgia
$1.87M -$37.4K -784 -2%
GA
71
GSG Advisors
New Jersey
$1.83M +$1.86K +39 +0.1%
IC
72
IEQ Capital
California
$1.81M +$314K +6,591 +20%
KAS
73
Kestra Advisory Services
Texas
$1.56M -$19.5K -409 -1%
BIA
74
Bell Investment Advisors
California
$1.54M -$36.1K -758 -2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.53M +$1.35M +28,410 +581%