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Invesco FTSE RAFI US 1500 Small-Mid ETF

282 hedge funds and large institutions have $866M 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, 79 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$669K
SFA
102
Sequoia Financial Advisors
Ohio
$661K
TRCT
103
Tower Research Capital (TRC)
New York
$652K
MCM
104
MAI Capital Management
Ohio
$633K
IC
105
IEQ Capital
California
$632K
LFG
106
Larson Financial Group
Missouri
$625K
OPW
107
Oxler Private Wealth
New York
$624K
Citadel Advisors
108
Citadel Advisors
Florida
$605K
SFP
109
Sterling Financial Planning
New Jersey
$566K
HCA
110
Harbour Capital Advisors
Virginia
$564K
Wealthfront Advisers
111
Wealthfront Advisers
California
$563K
MSWMA
112
Market Street Wealth Management Advisors
Indiana
$551K
ACM
113
Advance Capital Management
Michigan
$549K
TWM
114
Tradition Wealth Management
Minnesota
$536K
OMC
115
Old Mission Capital
Illinois
$533K
RWP
116
Revolve Wealth Partners
New Jersey
$529K
WWM
117
Western Wealth Management
Colorado
$498K
GIM
118
Glenmede Investment Management
Pennsylvania
$496K
Citigroup
119
Citigroup
New York
$487K
KCM
120
Kathmere Capital Management
Pennsylvania
$475K
AQR Capital Management
121
AQR Capital Management
Connecticut
$474K
EFS
122
Essex Financial Services
Connecticut
$464K
EWA
123
EP Wealth Advisors
California
$455K
WP
124
WealthShield Partners
North Carolina
$451K
HIM
125
Harbour Investment Management
Washington
$448K