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

280 hedge funds and large institutions have $864M 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, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
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
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
UBS Group
UBS Group
Switzerland
$20.6M
3
Invesco
Invesco
Georgia
$14.4M
4
FFA
First Foundation Advisors
California
$37.8M
5
EH
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
101
Sequoia Financial Advisors
Ohio
$661K +$30.1K +739 +5%
TRCT
102
Tower Research Capital (TRC)
New York
$652K +$131K +3,222 +25%
MCM
103
MAI Capital Management
Ohio
$633K -$6.91K -170 -1%
IC
104
IEQ Capital
California
$632K -$91.8K -2,256 -13%
LFG
105
Larson Financial Group
Missouri
$625K +$31.3K +769 +5%
OPW
106
Oxler Private Wealth
New York
$624K -$40.1K -986 -6%
Citadel Advisors
107
Citadel Advisors
Florida
$605K +$290K +7,126 +92%
SFP
108
Sterling Financial Planning
New Jersey
$566K -$7.69K -189 -1%
HCA
109
Harbour Capital Advisors
Virginia
$564K – – –
Wealthfront Advisers
110
Wealthfront Advisers
California
$563K +$182K +4,482 +48%
MSWMA
111
Market Street Wealth Management Advisors
Indiana
$551K – – –
ACM
112
Advance Capital Management
Michigan
$549K +$1.34K +33 +0.2%
TWM
113
Tradition Wealth Management
Minnesota
$536K +$122 +3 +0%
OMC
114
Old Mission Capital
Illinois
$533K +$533K +13,106 New
RWP
115
Revolve Wealth Partners
New Jersey
$529K -$34.2K -841 -6%
WWM
116
Western Wealth Management
Colorado
$498K -$27.8K -684 -5%
GIM
117
Glenmede Investment Management
Pennsylvania
$496K +$496K +12,200 New
Citigroup
118
Citigroup
New York
$487K -$96.8K -2,379 -17%
KCM
119
Kathmere Capital Management
Pennsylvania
$475K -$16.3K -402 -3%
AQR Capital Management
120
AQR Capital Management
Connecticut
$474K +$474K +11,661 New
EFS
121
Essex Financial Services
Connecticut
$464K +$163 +4 +0%
EWA
122
EP Wealth Advisors
California
$455K -$92.8K -2,282 -17%
WP
123
WealthShield Partners
North Carolina
$451K -$23.3K -573 -5%
HIM
124
Harbour Investment Management
Washington
$448K – – –
JIC
125
Johnson Investment Counsel
Ohio
$444K +$444K +10,925 New
3 4
5
6 7