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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 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 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
US Bancorp
76
US Bancorp
Minnesota
$1.46M
SC
77
Savant Capital
Illinois
$1.44M
EWM
78
Evercore Wealth Management
New York
$1.43M
RCA
79
Resonant Capital Advisors
Wisconsin
$1.37M
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$1.32M
WA
81
Whipplewood Advisors
Colorado
$1.31M
KW
82
KWB Wealth
California
$1.25M
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$1.25M
Lido Advisors
84
Lido Advisors
California
$1.2M
IAA
85
Independent Advisor Alliance
North Carolina
$1.19M
NEPWA
86
New England Private Wealth Advisors
Massachusetts
$1.15M
Corient Private Wealth
87
Corient Private Wealth
Florida
$1.06M
PAG
88
Private Advisor Group
New Jersey
$1.06M
SWM
89
Shakespeare Wealth Management
Wisconsin
$1.06M
SFA
90
Sequoia Financial Advisors
Ohio
$1.04M
IFWM
91
Institute for Wealth Management
Colorado
$1.03M
MHS
92
M Holdings Securities
Oregon
$1.03M
BEI
93
Benjamin Edwards Inc
Missouri
$1.01M
O3W
94
Omni 360 Wealth
New Jersey
$974K
SSWM
95
Smith Salley Wealth Management
North Carolina
$952K
FPAS
96
Focus Partners Advisor Solutions
Missouri
$925K
Citigroup
97
Citigroup
New York
$920K
SWP
98
Stratos Wealth Partners
Ohio
$915K
IAN
99
Integrated Advisors Network
Texas
$912K
PCFFS
100
Pacific Center for Financial Services
California
$901K