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

280 hedge funds and large institutions have $864M 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, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
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
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
UBS Group
UBS Group
Switzerland
$20.6M
3
Invesco
Invesco
Georgia
$14.4M
4
FFA
First Foundation Advisors
California
$37.8M
5
EH
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
76
Independent Advisor Alliance
North Carolina
$1.06M -$68.9K -1,695 -6%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$1.05M -$45.5K -1,085 -4%
BJL
78
Brighton Jones LLC
Washington
$1.05M +$61.8K +1,520 +6%
Lido Advisors
79
Lido Advisors
California
$1.04M -$4.64K -114 -0.4%
DADC
80
D.A. Davidson & Co
Montana
$1.03M -$7.24K -178 -0.7%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$981K -$1.4M -34,519 -59%
SWM
82
Shakespeare Wealth Management
Wisconsin
$975K -$15.3K -376 -2%
IAN
83
Integrated Advisors Network
Texas
$926K +$694K +17,063 +299%
KW
84
KWB Wealth
California
$917K -$179K -4,720 -16%
IFWM
85
Institute for Wealth Management
Colorado
$913K – – –
MAM
86
Marquette Asset Management
Minnesota
$906K -$813K -20,000 -47%
O3W
87
Omni 360 Wealth
New Jersey
$844K -$46.3K -1,138 -5%
Corient Private Wealth
88
Corient Private Wealth
Florida
$838K +$11.2K +276 +1%
PCFFS
89
Pacific Center for Financial Services
California
$838K +$935 +23 +0.1%
SSWM
90
Smith Salley Wealth Management
North Carolina
$816K – – –
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$764K -$813 -20 -0.1%
WA
92
Waddell & Associates
Tennessee
$762K +$51.8K +1,274 +7%
BEI
93
Benjamin Edwards Inc
Missouri
$755K +$755K +18,568 New
FCP
94
Fidelis Capital Partners
Florida
$749K – – –
PA
95
Parallel Advisors
California
$748K -$88.6K -2,178 -11%
SWP
96
Stratos Wealth Partners
Ohio
$712K -$16K -393 -2%
GBFP
97
Golden Bell Financial Planning
Georgia
$698K -$5.12K -126 -0.7%
QCM
98
Quantinno Capital Management
New York
$675K +$81.9K +2,014 +14%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$672K -$76.5K -1,882 -10%
Northern Trust
100
Northern Trust
Illinois
$669K +$286K +7,025 +74%
2 3
4
5 6