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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 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 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
US Bancorp
76
US Bancorp
Minnesota
$1.52M
IFG
77
Independent Financial Group
California
$1.52M
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M
SC
79
Savant Capital
Illinois
$1.49M
EWM
80
Evercore Wealth Management
New York
$1.43M
RCA
81
Resonant Capital Advisors
Wisconsin
$1.39M
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.31M
WA
83
Whipplewood Advisors
Colorado
$1.29M
KW
84
KWB Wealth
California
$1.24M
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$1.22M
NEPWA
86
New England Private Wealth Advisors
Massachusetts
$1.15M
BEI
87
Benjamin Edwards Inc
Missouri
$1.14M
Corient Private Wealth
88
Corient Private Wealth
Florida
$1.07M
SWM
89
Shakespeare Wealth Management
Wisconsin
$1.06M
FPAS
90
Focus Partners Advisor Solutions
Missouri
$1.05M
PAG
91
Private Advisor Group
New Jersey
$1.04M
MHS
92
M Holdings Securities
Oregon
$1.03M
SFA
93
Sequoia Financial Advisors
Ohio
$1.02M
IFWM
94
Institute for Wealth Management
Colorado
$1.01M
O3W
95
Omni 360 Wealth
New Jersey
$957K
SSWM
96
Smith Salley Wealth Management
North Carolina
$951K
Citigroup
97
Citigroup
New York
$922K
SWP
98
Stratos Wealth Partners
Ohio
$889K
PCFFS
99
Pacific Center for Financial Services
California
$888K
MAM
100
Marquette Asset Management
Minnesota
$868K