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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
IEQ Capital
California
$1.51M +$46 +1 +0%
US Bancorp
77
US Bancorp
Minnesota
$1.46M -$45.5K -995 -3%
SC
78
Savant Capital
Illinois
$1.44M -$223K -4,876 -13%
EWM
79
Evercore Wealth Management
New York
$1.43M
RCA
80
Resonant Capital Advisors
Wisconsin
$1.37M -$87.1K -1,905 -6%
IFG
81
Independent Financial Group
California
$1.36M -$206K -4,517 -13%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.32M -$178K -3,900 -12%
WA
83
Whipplewood Advisors
Colorado
$1.31M -$27.6K -603 -2%
KW
84
KWB Wealth
California
$1.25M +$142K +3,116 +13%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$366 +8 +0%
Lido Advisors
86
Lido Advisors
California
$1.2M -$46 -1 -0%
IAA
87
Independent Advisor Alliance
North Carolina
$1.19M
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$1.15M +$411 +9 +0%
PAG
89
Private Advisor Group
New Jersey
$1.06M -$66.8K -1,462 -6%
SWM
90
Shakespeare Wealth Management
Wisconsin
$1.06M -$23.3K -510 -2%
SFA
91
Sequoia Financial Advisors
Ohio
$1.04M -$17K -373 -2%
IFWM
92
Institute for Wealth Management
Colorado
$1.03M
MHS
93
M Holdings Securities
Oregon
$1.03M +$1.02M +22,425 New
BEI
94
Benjamin Edwards Inc
Missouri
$1.01M +$79.6K +1,741 +9%
O3W
95
Omni 360 Wealth
New Jersey
$974K -$38.3K -839 -4%
SSWM
96
Smith Salley Wealth Management
North Carolina
$952K +$30.8K +673 +3%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$925K +$921K +20,160 New
Citigroup
98
Citigroup
New York
$920K +$65.7K +1,438 +8%
SWP
99
Stratos Wealth Partners
Ohio
$915K +$120K +2,631 +15%
IAN
100
Integrated Advisors Network
Texas
$912K +$13.1K +286 +1%