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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
Holders
314
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
IC
76
IEQ Capital
California
$1.51M
US Bancorp
77
US Bancorp
Minnesota
$1.46M
SC
78
Savant Capital
Illinois
$1.44M
EWM
79
Evercore Wealth Management
New York
$1.43M
RCA
80
Resonant Capital Advisors
Wisconsin
$1.37M
IFG
81
Independent Financial Group
California
$1.36M
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.32M
WA
83
Whipplewood Advisors
Colorado
$1.31M
KW
84
KWB Wealth
California
$1.25M
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$1.25M
Lido Advisors
86
Lido Advisors
California
$1.2M
IAA
87
Independent Advisor Alliance
North Carolina
$1.19M
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$1.15M
PAG
89
Private Advisor Group
New Jersey
$1.06M
SWM
90
Shakespeare Wealth Management
Wisconsin
$1.06M
SFA
91
Sequoia Financial Advisors
Ohio
$1.04M
IFWM
92
Institute for Wealth Management
Colorado
$1.03M
MHS
93
M Holdings Securities
Oregon
$1.03M
BEI
94
Benjamin Edwards Inc
Missouri
$1.01M
O3W
95
Omni 360 Wealth
New Jersey
$974K
SSWM
96
Smith Salley Wealth Management
North Carolina
$952K
FPAS
97
Focus Partners Advisor Solutions
Missouri
$925K
Citigroup
98
Citigroup
New York
$920K
SWP
99
Stratos Wealth Partners
Ohio
$915K
IAN
100
Integrated Advisors Network
Texas
$912K