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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$811K -$40.5K -933 -5%
SWP
102
Stratos Wealth Partners
Ohio
$787K -$8.29K -191 -1%
LT
103
Legacy Trust
Michigan
$775K +$740K +17,065 New
MCM
104
MAI Capital Management
Ohio
$752K +$43.4K +1,000 +6%
Northern Trust
105
Northern Trust
Illinois
$749K +$1.08K +25 +0.2%
LFG
106
Larson Financial Group
Missouri
$699K +$390 +9 +0.1%
OPW
107
Oxler Private Wealth
New York
$667K -$28.9K -665 -4%
ACM
108
Advance Capital Management
Michigan
$662K +$46.3K +1,067 +8%
GBFP
109
Golden Bell Financial Planning
Georgia
$645K -$128K -2,951 -17%
Wealthfront Advisers
110
Wealthfront Advisers
California
$623K -$5.73K -132 -1%
MSWMA
111
Market Street Wealth Management Advisors
Indiana
$616K
HCA
112
Harbour Capital Advisors
Virginia
$613K
SFP
113
Sterling Financial Planning
New Jersey
$605K -$26.3K -607 -4%
TWM
114
Tradition Wealth Management
Minnesota
$599K +$130 +3 +0%
RWP
115
Revolve Wealth Partners
New Jersey
$590K
RIG
116
RiverFront Investment Group
Virginia
$562K +$191K +4,404 +55%
WWM
117
Western Wealth Management
Colorado
$557K +$217 +5 +0%
GIM
118
Glenmede Investment Management
Pennsylvania
$554K
NA
119
NewEdge Advisors
Louisiana
$552K +$487K +11,233 +1,209%
KCM
120
Kathmere Capital Management
Pennsylvania
$527K -$2.78K -64 -0.5%
EFS
121
Essex Financial Services
Connecticut
$518K +$174 +4 +0%
BFA
122
Bragg Financial Advisors
North Carolina
$515K +$18.7K +430 +4%
HIM
123
Harbour Investment Management
Washington
$500K
JIC
124
Johnson Investment Counsel
Ohio
$496K +$217 +5 +0%
EFP
125
EnRich Financial Partners
Wisconsin
$495K