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Invesco FTSE RAFI US 1500 Small-Mid ETF

291 hedge funds and large institutions have $961M 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, 92 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$787K
LT
102
Legacy Trust
Michigan
$775K
MCM
103
MAI Capital Management
Ohio
$752K
Northern Trust
104
Northern Trust
Illinois
$749K
LFG
105
Larson Financial Group
Missouri
$699K
OPW
106
Oxler Private Wealth
New York
$667K
ACM
107
Advance Capital Management
Michigan
$662K
GBFP
108
Golden Bell Financial Planning
Georgia
$645K
Wealthfront Advisers
109
Wealthfront Advisers
California
$623K
MSWMA
110
Market Street Wealth Management Advisors
Indiana
$616K
HCA
111
Harbour Capital Advisors
Virginia
$613K
SFP
112
Sterling Financial Planning
New Jersey
$605K
TWM
113
Tradition Wealth Management
Minnesota
$599K
RWP
114
Revolve Wealth Partners
New Jersey
$590K
RIG
115
RiverFront Investment Group
Virginia
$562K
WWM
116
Western Wealth Management
Colorado
$557K
GIM
117
Glenmede Investment Management
Pennsylvania
$554K
NA
118
NewEdge Advisors
Louisiana
$552K
KCM
119
Kathmere Capital Management
Pennsylvania
$527K
EFS
120
Essex Financial Services
Connecticut
$518K
BFA
121
Bragg Financial Advisors
North Carolina
$515K
CAM
122
Cresset Asset Management
Illinois
$500K
HIM
123
Harbour Investment Management
Washington
$500K
JIC
124
Johnson Investment Counsel
Ohio
$496K
EFP
125
EnRich Financial Partners
Wisconsin
$495K