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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 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 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
DADC
101
D.A. Davidson & Co
Montana
$849K
FCP
102
Fidelis Capital Partners
Florida
$847K
Northern Trust
103
Northern Trust
Illinois
$845K
PA
104
Parallel Advisors
California
$844K
WA
105
Waddell & Associates
Tennessee
$820K
IAN
106
Integrated Advisors Network
Texas
$804K
PA
107
PFG Advisors
Arizona
$797K
MFG
108
Merit Financial Group
Georgia
$789K
ACM
109
Advance Capital Management
Michigan
$788K
LT
110
Legacy Trust
Michigan
$783K
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$779K
MCM
112
MAI Capital Management
Ohio
$760K
First Manhattan
113
First Manhattan
New York
$718K
Wealthfront Advisers
114
Wealthfront Advisers
California
$709K
Lido Advisors
115
Lido Advisors
California
$688K
SOS
116
Silver Oak Securities
Tennessee
$687K
HCA
117
Harbour Capital Advisors
Virginia
$681K
GBFP
118
Golden Bell Financial Planning
Georgia
$652K
RIG
119
RiverFront Investment Group
Virginia
$646K
UBS AM
120
UBS AM
Illinois
$638K
NA
121
NewEdge Advisors
Louisiana
$636K
Natixis Advisors
122
Natixis Advisors
Massachusetts
$627K
OPW
123
Oxler Private Wealth
New York
$625K
MSWMA
124
Market Street Wealth Management Advisors
Indiana
$618K
BPA
125
Beacon Pointe Advisors
California
$617K