PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

308 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 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
MAM
101
Marquette Asset Management
Minnesota
$869K
DADC
102
D.A. Davidson & Co
Montana
$859K
FCP
103
Fidelis Capital Partners
Florida
$847K
PA
104
Parallel Advisors
California
$844K
WA
105
Waddell & Associates
Tennessee
$839K
Citadel Advisors
106
Citadel Advisors
Florida
$833K
MCM
107
MAI Capital Management
Ohio
$793K
LT
108
Legacy Trust
Michigan
$783K
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$783K
ACM
110
Advance Capital Management
Michigan
$765K
Northern Trust
111
Northern Trust
Illinois
$755K
LFG
112
Larson Financial Group
Missouri
$730K
Goldman Sachs
113
Goldman Sachs
New York
$707K
OPW
114
Oxler Private Wealth
New York
$655K
SOS
115
Silver Oak Securities
Tennessee
$655K
GBFP
116
Golden Bell Financial Planning
Georgia
$652K
HCA
117
Harbour Capital Advisors
Virginia
$623K
MSWMA
118
Market Street Wealth Management Advisors
Indiana
$622K
SFP
119
Sterling Financial Planning
New Jersey
$601K
RWP
120
Revolve Wealth Partners
New Jersey
$596K
Wealthfront Advisers
121
Wealthfront Advisers
California
$593K
RIG
122
RiverFront Investment Group
Virginia
$578K
TWM
123
Tradition Wealth Management
Minnesota
$566K
WWM
124
Western Wealth Management
Colorado
$563K
NA
125
NewEdge Advisors
Louisiana
$561K