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

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$794M
2
AAS
2
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
4
Invesco
Georgia
$18.9M
5
VP
5
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
LPL Financial
3
LPL Financial
California
$41M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$989K +$265 +7 +0%
Lido Advisors
77
Lido Advisors
California
$972K -$15K -397 -2%
DADC
78
D.A. Davidson & Co
Montana
$961K +$114K +2,999 +13%
SWM
79
Shakespeare Wealth Management
Wisconsin
$922K -$39.2K -1,035 -4%
BJL
80
Brighton Jones LLC
Washington
$920K -$33.5K -886 -4%
IFWM
81
Institute for Wealth Management
Colorado
$850K – – –
O3W
82
Omni 360 Wealth
New Jersey
$829K +$227 +6 +0%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$818K +$359K +9,458 +78%
SIC
84
SFE Investment Counsel
California
$793K +$793K +20,948 New
PCFFS
85
Pacific Center for Financial Services
California
$780K +$379 +10 +0%
PA
86
Parallel Advisors
California
$779K – – –
Corient Private Wealth
87
Corient Private Wealth
Florida
$770K +$91.9K +2,428 +14%
SSWM
88
Smith Salley Wealth Management
North Carolina
$760K – – –
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$712K +$258K +6,817 +57%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$697K +$20.5K +542 +3%
SWP
91
Stratos Wealth Partners
Ohio
$678K +$109K +2,884 +19%
IC
92
IEQ Capital
California
$674K +$96.8K +2,557 +17%
FCP
93
Fidelis Capital Partners
Florida
$661K – – –
WA
94
Waddell & Associates
Tennessee
$661K -$2.27K -60 -0.3%
GBFP
95
Golden Bell Financial Planning
Georgia
$654K -$7.04K -186 -1%
OPW
96
Oxler Private Wealth
New York
$618K +$719 +19 +0.1%
MCM
97
MAI Capital Management
Ohio
$596K – – –
SFA
98
Sequoia Financial Advisors
Ohio
$588K +$2.76K +73 +0.5%
AAP
99
Arax Advisory Partners
Colorado
$558K +$558K +14,750 New
GT
100
Glenmede Trust
Pennsylvania
$554K +$984 +26 +0.2%
2 3
4
5 6