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Invesco FTSE RAFI US 1500 Small-Mid ETF

291 hedge funds and large institutions have $961M 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, 92 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$1.2M
IAA
77
Independent Advisor Alliance
North Carolina
$1.18M
BJL
78
Brighton Jones LLC
Washington
$1.17M
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$1.14M
PAG
80
Private Advisor Group
New Jersey
$1.12M
DADC
81
D.A. Davidson & Co
Montana
$1.09M
SWM
82
Shakespeare Wealth Management
Wisconsin
$1.07M
SFA
83
Sequoia Financial Advisors
Ohio
$1.05M
IFWM
84
Institute for Wealth Management
Colorado
$1.02M
Corient Private Wealth
85
Corient Private Wealth
Florida
$991K
KW
86
KWB Wealth
California
$985K
O3W
87
Omni 360 Wealth
New Jersey
$949K
BEI
88
Benjamin Edwards Inc
Missouri
$924K
SC
89
Scotia Capital
Ontario, Canada
$914K
SSWM
90
Smith Salley Wealth Management
North Carolina
$912K
PCFFS
91
Pacific Center for Financial Services
California
$901K
IAN
92
Integrated Advisors Network
Texas
$889K
MAM
93
Marquette Asset Management
Minnesota
$860K
Citigroup
94
Citigroup
New York
$846K
WA
95
Waddell & Associates
Tennessee
$841K
PA
96
Parallel Advisors
California
$836K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$818K
FCP
98
Fidelis Capital Partners
Florida
$816K
QCM
99
Quantinno Capital Management
New York
$814K
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$811K