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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$1.52M +$62.7K +1,315 +4%
IFG
77
Independent Financial Group
California
$1.52M +$163K +3,419 +12%
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M -$797K -16,712 -34%
SC
79
Savant Capital
Illinois
$1.49M +$46.1K +968 +3%
EWM
80
Evercore Wealth Management
New York
$1.43M
RCA
81
Resonant Capital Advisors
Wisconsin
$1.39M +$22.6K +474 +2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$16.9K -354 -1%
WA
83
Whipplewood Advisors
Colorado
$1.29M -$24.3K -509 -2%
KW
84
KWB Wealth
California
$1.24M -$16.9K -354 -1%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$1.22M -$31.5K -660 -2%
NEPWA
86
New England Private Wealth Advisors
Massachusetts
$1.15M +$429 +9 +0%
BEI
87
Benjamin Edwards Inc
Missouri
$1.14M +$136K +2,856 +13%
Corient Private Wealth
88
Corient Private Wealth
Florida
$1.07M -$1.07M -22,421 -48%
SWM
89
Shakespeare Wealth Management
Wisconsin
$1.06M
FPAS
90
Focus Partners Advisor Solutions
Missouri
$1.05M +$126K +2,638 +13%
PAG
91
Private Advisor Group
New Jersey
$1.04M -$16.3K -342 -1%
MHS
92
M Holdings Securities
Oregon
$1.03M
SFA
93
Sequoia Financial Advisors
Ohio
$1.02M -$21.3K -446 -2%
IFWM
94
Institute for Wealth Management
Colorado
$1.01M -$22.4K -470 -2%
O3W
95
Omni 360 Wealth
New Jersey
$957K +$38.7K +811 +4%
SSWM
96
Smith Salley Wealth Management
North Carolina
$951K
Citigroup
97
Citigroup
New York
$922K +$1.95K +41 +0.2%
SWP
98
Stratos Wealth Partners
Ohio
$889K -$27K -567 -3%
PCFFS
99
Pacific Center for Financial Services
California
$888K -$23K -483 -2%
MAM
100
Marquette Asset Management
Minnesota
$868K