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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 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
281
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
IAA
76
Independent Advisor Alliance
North Carolina
$1.06M
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$1.05M
BJL
78
Brighton Jones LLC
Washington
$1.05M
Lido Advisors
79
Lido Advisors
California
$1.04M
DADC
80
D.A. Davidson & Co
Montana
$1.03M
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$981K
SWM
82
Shakespeare Wealth Management
Wisconsin
$975K
IAN
83
Integrated Advisors Network
Texas
$926K
KW
84
KWB Wealth
California
$917K
IFWM
85
Institute for Wealth Management
Colorado
$913K
MAM
86
Marquette Asset Management
Minnesota
$906K
O3W
87
Omni 360 Wealth
New Jersey
$844K
Corient Private Wealth
88
Corient Private Wealth
Florida
$838K
PCFFS
89
Pacific Center for Financial Services
California
$838K
SSWM
90
Smith Salley Wealth Management
North Carolina
$816K
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$764K
WA
92
Waddell & Associates
Tennessee
$762K
BEI
93
Benjamin Edwards Inc
Missouri
$755K
FCP
94
Fidelis Capital Partners
Florida
$749K
PA
95
Parallel Advisors
California
$748K
SWP
96
Stratos Wealth Partners
Ohio
$712K
GBFP
97
Golden Bell Financial Planning
Georgia
$698K
QCM
98
Quantinno Capital Management
New York
$675K
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$672K
Northern Trust
100
Northern Trust
Illinois
$669K