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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

277 hedge funds and large institutions have $862M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
277
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
76
Independent Advisor Alliance
North Carolina
$1.06M 25,941 -1,695 -6%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$1.05M 25,043 -1,085 -4%
BJL
78
Brighton Jones LLC
Washington
$1.05M 25,811 +1,520 +6%
Lido Advisors
79
Lido Advisors
California
$1.04M 25,567 -114 -0.4%
DADC
80
D.A. Davidson & Co
Montana
$1.03M 25,213 -178 -0.7%
SWM
81
Shakespeare Wealth Management
Wisconsin
$975K 23,983 -376 -2%
IAN
82
Integrated Advisors Network
Texas
$926K 22,770 +17,063 +299%
KW
83
KWB Wealth
California
$917K 24,229 -4,720 -16%
IFWM
84
Institute for Wealth Management
Colorado
$913K 22,440 – –
MAM
85
Marquette Asset Management
Minnesota
$906K 22,280 -20,000 -47%
O3W
86
Omni 360 Wealth
New Jersey
$844K 20,748 -1,138 -5%
Corient Private Wealth
87
Corient Private Wealth
Florida
$838K 20,614 +276 +1%
PCFFS
88
Pacific Center for Financial Services
California
$838K 20,612 +23 +0.1%
SSWM
89
Smith Salley Wealth Management
North Carolina
$816K 20,070 – –
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$764K 18,794 -20 -0.1%
WA
91
Waddell & Associates
Tennessee
$762K 18,725 +1,274 +7%
BEI
92
Benjamin Edwards Inc
Missouri
$755K 18,568 +18,568 New
FCP
93
Fidelis Capital Partners
Florida
$749K 17,975 – –
PA
94
Parallel Advisors
California
$748K 18,400 -2,178 -11%
SWP
95
Stratos Wealth Partners
Ohio
$712K 17,507 -393 -2%
GBFP
96
Golden Bell Financial Planning
Georgia
$698K 17,156 -126 -0.7%
QCM
97
Quantinno Capital Management
New York
$675K 16,602 +2,014 +14%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$672K 16,520 -1,882 -10%
Northern Trust
99
Northern Trust
Illinois
$669K 16,455 +7,025 +74%
SFA
100
Sequoia Financial Advisors
Ohio
$661K 16,261 +739 +5%
2 3
4
5 6