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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

277 hedge funds and large institutions have $862M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
277
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$652K 16,025 +3,222 +25%
MCM
102
MAI Capital Management
Ohio
$633K 15,563 -170 -1%
IC
103
IEQ Capital
California
$632K 15,543 -2,256 -13%
LFG
104
Larson Financial Group
Missouri
$625K 15,372 +769 +5%
OPW
105
Oxler Private Wealth
New York
$624K 15,349 -986 -6%
Citadel Advisors
106
Citadel Advisors
Florida
$605K 14,878 +7,126 +92%
SFP
107
Sterling Financial Planning
New Jersey
$566K 13,917 -189 -1%
HCA
108
Harbour Capital Advisors
Virginia
$564K 13,500 – –
Wealthfront Advisers
109
Wealthfront Advisers
California
$563K 13,846 +4,482 +48%
MSWMA
110
Market Street Wealth Management Advisors
Indiana
$551K 13,552 – –
ACM
111
Advance Capital Management
Michigan
$549K 13,503 +33 +0.2%
TWM
112
Tradition Wealth Management
Minnesota
$536K 13,178 +3 +0%
OMC
113
Old Mission Capital
Illinois
$533K 13,106 +13,106 New
RWP
114
Revolve Wealth Partners
New Jersey
$529K 12,997 -841 -6%
WWM
115
Western Wealth Management
Colorado
$498K 12,250 -684 -5%
GIM
116
Glenmede Investment Management
Pennsylvania
$496K 12,200 +12,200 New
Citigroup
117
Citigroup
New York
$487K 11,966 -2,379 -17%
KCM
118
Kathmere Capital Management
Pennsylvania
$475K 11,670 -402 -3%
AQR Capital Management
119
AQR Capital Management
Connecticut
$474K 11,661 +11,661 New
EFS
120
Essex Financial Services
Connecticut
$464K 11,402 +4 +0%
EWA
121
EP Wealth Advisors
California
$455K 11,199 -2,282 -17%
WP
122
WealthShield Partners
North Carolina
$451K 11,083 -573 -5%
HIM
123
Harbour Investment Management
Washington
$448K 11,004 – –
JIC
124
Johnson Investment Counsel
Ohio
$444K 10,925 +10,925 New
BFA
125
Bragg Financial Advisors
North Carolina
$444K 10,910 +1,850 +20%
3 4
5
6 7