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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 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
281
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
SFA
101
Sequoia Financial Advisors
Ohio
$661K
TRCT
102
Tower Research Capital (TRC)
New York
$652K
MCM
103
MAI Capital Management
Ohio
$633K
IC
104
IEQ Capital
California
$632K
LFG
105
Larson Financial Group
Missouri
$625K
OPW
106
Oxler Private Wealth
New York
$624K
Citadel Advisors
107
Citadel Advisors
Florida
$605K
SFP
108
Sterling Financial Planning
New Jersey
$566K
HCA
109
Harbour Capital Advisors
Virginia
$564K
Wealthfront Advisers
110
Wealthfront Advisers
California
$563K
MSWMA
111
Market Street Wealth Management Advisors
Indiana
$551K
ACM
112
Advance Capital Management
Michigan
$549K
TWM
113
Tradition Wealth Management
Minnesota
$536K
OMC
114
Old Mission Capital
Illinois
$533K
RWP
115
Revolve Wealth Partners
New Jersey
$529K
WWM
116
Western Wealth Management
Colorado
$498K
GIM
117
Glenmede Investment Management
Pennsylvania
$496K
Citigroup
118
Citigroup
New York
$487K
KCM
119
Kathmere Capital Management
Pennsylvania
$475K
AQR Capital Management
120
AQR Capital Management
Connecticut
$474K
EFS
121
Essex Financial Services
Connecticut
$464K
EWA
122
EP Wealth Advisors
California
$455K
WP
123
WealthShield Partners
North Carolina
$451K
HIM
124
Harbour Investment Management
Washington
$448K
JIC
125
Johnson Investment Counsel
Ohio
$444K