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Invesco FTSE RAFI US 1500 Small-Mid ETF

289 hedge funds and large institutions have $959M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
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
LT
101
Legacy Trust
Michigan
$775K
MCM
102
MAI Capital Management
Ohio
$752K
Northern Trust
103
Northern Trust
Illinois
$749K
LFG
104
Larson Financial Group
Missouri
$699K
OPW
105
Oxler Private Wealth
New York
$667K
ACM
106
Advance Capital Management
Michigan
$662K
GBFP
107
Golden Bell Financial Planning
Georgia
$645K
Wealthfront Advisers
108
Wealthfront Advisers
California
$623K
MSWMA
109
Market Street Wealth Management Advisors
Indiana
$616K
HCA
110
Harbour Capital Advisors
Virginia
$613K
SFP
111
Sterling Financial Planning
New Jersey
$605K
TWM
112
Tradition Wealth Management
Minnesota
$599K
RWP
113
Revolve Wealth Partners
New Jersey
$590K
RIG
114
RiverFront Investment Group
Virginia
$562K
WWM
115
Western Wealth Management
Colorado
$557K
GIM
116
Glenmede Investment Management
Pennsylvania
$554K
NA
117
NewEdge Advisors
Louisiana
$552K
KCM
118
Kathmere Capital Management
Pennsylvania
$527K
EFS
119
Essex Financial Services
Connecticut
$518K
BFA
120
Bragg Financial Advisors
North Carolina
$515K
CAM
121
Cresset Asset Management
Illinois
$500K
JIC
122
Johnson Investment Counsel
Ohio
$496K
EFP
123
EnRich Financial Partners
Wisconsin
$495K
AIA
124
AIMZ Investment Advisors
California
$477K
WP
125
WealthShield Partners
North Carolina
$476K