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Invesco FTSE RAFI US 1500 Small-Mid ETF

282 hedge funds and large institutions have $866M 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, 79 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
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
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
76
M Holdings Securities
Oregon
$1.11M
IAA
77
Independent Advisor Alliance
North Carolina
$1.06M
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$1.05M
BJL
79
Brighton Jones LLC
Washington
$1.05M
Lido Advisors
80
Lido Advisors
California
$1.04M
DADC
81
D.A. Davidson & Co
Montana
$1.03M
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$981K
SWM
83
Shakespeare Wealth Management
Wisconsin
$975K
IAN
84
Integrated Advisors Network
Texas
$926K
KW
85
KWB Wealth
California
$917K
IFWM
86
Institute for Wealth Management
Colorado
$913K
MAM
87
Marquette Asset Management
Minnesota
$906K
O3W
88
Omni 360 Wealth
New Jersey
$844K
Corient Private Wealth
89
Corient Private Wealth
Florida
$838K
PCFFS
90
Pacific Center for Financial Services
California
$838K
SSWM
91
Smith Salley Wealth Management
North Carolina
$816K
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$764K
WA
93
Waddell & Associates
Tennessee
$762K
BEI
94
Benjamin Edwards Inc
Missouri
$755K
FCP
95
Fidelis Capital Partners
Florida
$749K
PA
96
Parallel Advisors
California
$748K
SWP
97
Stratos Wealth Partners
Ohio
$712K
GBFP
98
Golden Bell Financial Planning
Georgia
$698K
QCM
99
Quantinno Capital Management
New York
$675K
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$672K