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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$1.24M -$25.6K -591 -2%
Lido Advisors
77
Lido Advisors
California
$1.2M +$35K +806 +3%
IAA
78
Independent Advisor Alliance
North Carolina
$1.18M
BJL
79
Brighton Jones LLC
Washington
$1.17M -$2.6K -60 -0.2%
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$1.14M +$477 +11 +0%
PAG
81
Private Advisor Group
New Jersey
$1.12M -$198K -4,570 -16%
DADC
82
D.A. Davidson & Co
Montana
$1.09M -$48.7K -1,123 -4%
SWM
83
Shakespeare Wealth Management
Wisconsin
$1.07M -$16.3K -375 -2%
SFA
84
Sequoia Financial Advisors
Ohio
$1.05M +$296K +6,825 +42%
IFWM
85
Institute for Wealth Management
Colorado
$1.02M
Corient Private Wealth
86
Corient Private Wealth
Florida
$991K +$52.5K +1,209 +6%
KW
87
KWB Wealth
California
$985K +$43 +1 +0%
O3W
88
Omni 360 Wealth
New Jersey
$949K +$6.16K +142 +0.7%
BEI
89
Benjamin Edwards Inc
Missouri
$924K +$76.7K +1,767 +10%
SC
90
Scotia Capital
Ontario, Canada
$914K +$873K +20,113 New
SSWM
91
Smith Salley Wealth Management
North Carolina
$912K
PCFFS
92
Pacific Center for Financial Services
California
$901K -$33.5K -773 -4%
IAN
93
Integrated Advisors Network
Texas
$889K -$139K -3,193 -14%
MAM
94
Marquette Asset Management
Minnesota
$860K -$145K -3,352 -15%
Citigroup
95
Citigroup
New York
$846K +$289K +6,651 +56%
WA
96
Waddell & Associates
Tennessee
$841K -$8.98K -207 -1%
PA
97
Parallel Advisors
California
$836K
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$818K +$64.9K +1,497 +9%
FCP
99
Fidelis Capital Partners
Florida
$816K
QCM
100
Quantinno Capital Management
New York
$814K +$57.3K +1,320 +8%