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Invesco FTSE RAFI US 1500 Small-Mid ETF

289 hedge funds and large institutions have $959M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$1.18M
BJL
77
Brighton Jones LLC
Washington
$1.17M
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$1.14M
PAG
79
Private Advisor Group
New Jersey
$1.12M
DADC
80
D.A. Davidson & Co
Montana
$1.09M
SWM
81
Shakespeare Wealth Management
Wisconsin
$1.07M
SFA
82
Sequoia Financial Advisors
Ohio
$1.05M
IFWM
83
Institute for Wealth Management
Colorado
$1.02M
Corient Private Wealth
84
Corient Private Wealth
Florida
$991K
KW
85
KWB Wealth
California
$985K
O3W
86
Omni 360 Wealth
New Jersey
$949K
BEI
87
Benjamin Edwards Inc
Missouri
$924K
SC
88
Scotia Capital
Ontario, Canada
$914K
SSWM
89
Smith Salley Wealth Management
North Carolina
$912K
PCFFS
90
Pacific Center for Financial Services
California
$901K
IAN
91
Integrated Advisors Network
Texas
$889K
MAM
92
Marquette Asset Management
Minnesota
$860K
Citigroup
93
Citigroup
New York
$846K
WA
94
Waddell & Associates
Tennessee
$841K
PA
95
Parallel Advisors
California
$836K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$818K
FCP
97
Fidelis Capital Partners
Florida
$816K
QCM
98
Quantinno Capital Management
New York
$814K
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$811K
SWP
100
Stratos Wealth Partners
Ohio
$787K