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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

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
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 -$245K -5,362 -22%
FCP
104
Fidelis Capital Partners
Florida
$847K +$21.9K +480 +3%
PA
105
Parallel Advisors
California
$844K
WA
106
Waddell & Associates
Tennessee
$839K -$11K -240 -1%
Citadel Advisors
107
Citadel Advisors
Florida
$833K +$829K +18,148 New
MCM
108
MAI Capital Management
Ohio
$793K +$32.4K +709 +4%
LT
109
Legacy Trust
Michigan
$783K
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$783K -$36.8K -805 -5%
ACM
111
Advance Capital Management
Michigan
$765K +$96.4K +2,110 +14%
Northern Trust
112
Northern Trust
Illinois
$755K -$1.14K -25 -0.2%
LFG
113
Larson Financial Group
Missouri
$730K +$23.7K +519 +3%
Goldman Sachs
114
Goldman Sachs
New York
$707K +$704K +15,404 New
OPW
115
Oxler Private Wealth
New York
$655K -$18.5K -405 -3%
SOS
116
Silver Oak Securities
Tennessee
$655K +$351K +7,685 +119%
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 -$9.32K -204 -2%
RWP
121
Revolve Wealth Partners
New Jersey
$596K
Wealthfront Advisers
122
Wealthfront Advisers
California
$593K -$36.6K -800 -6%
RIG
123
RiverFront Investment Group
Virginia
$578K +$10.1K +220 +2%
TWM
124
Tradition Wealth Management
Minnesota
$566K -$38.8K -848 -6%
WWM
125
Western Wealth Management
Colorado
$563K +$229 +5 +0%