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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
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
PCFFS
101
Pacific Center for Financial Services
California
$901K
MAM
102
Marquette Asset Management
Minnesota
$869K
DADC
103
D.A. Davidson & Co
Montana
$859K
FCP
104
Fidelis Capital Partners
Florida
$847K
PA
105
Parallel Advisors
California
$844K
WA
106
Waddell & Associates
Tennessee
$839K
Citadel Advisors
107
Citadel Advisors
Florida
$833K
MCM
108
MAI Capital Management
Ohio
$793K
LT
109
Legacy Trust
Michigan
$783K
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$783K
ACM
111
Advance Capital Management
Michigan
$765K
Northern Trust
112
Northern Trust
Illinois
$755K
LFG
113
Larson Financial Group
Missouri
$730K
Goldman Sachs
114
Goldman Sachs
New York
$707K
OPW
115
Oxler Private Wealth
New York
$655K
SOS
116
Silver Oak Securities
Tennessee
$655K
GBFP
117
Golden Bell Financial Planning
Georgia
$652K
HCA
118
Harbour Capital Advisors
Virginia
$623K
MSWMA
119
Market Street Wealth Management Advisors
Indiana
$622K
SFP
120
Sterling Financial Planning
New Jersey
$601K
RWP
121
Revolve Wealth Partners
New Jersey
$596K
Wealthfront Advisers
122
Wealthfront Advisers
California
$593K
RIG
123
RiverFront Investment Group
Virginia
$578K
TWM
124
Tradition Wealth Management
Minnesota
$566K
WWM
125
Western Wealth Management
Colorado
$563K