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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$849K -$10.7K -225 -1%
FCP
102
Fidelis Capital Partners
Florida
$847K
Northern Trust
103
Northern Trust
Illinois
$845K +$93.7K +1,965 +12%
PA
104
Parallel Advisors
California
$844K
WA
105
Waddell & Associates
Tennessee
$820K -$19.4K -406 -2%
IAN
106
Integrated Advisors Network
Texas
$804K -$111K -2,337 -12%
PA
107
PFG Advisors
Arizona
$797K -$924K -19,395 -53%
MFG
108
Merit Financial Group
Georgia
$789K +$554K +11,617 +208%
ACM
109
Advance Capital Management
Michigan
$788K +$23.4K +492 +3%
LT
110
Legacy Trust
Michigan
$783K
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$779K -$3.38K -71 -0.4%
MCM
112
MAI Capital Management
Ohio
$760K -$33.4K -700 -4%
First Manhattan
113
First Manhattan
New York
$718K +$746K +15,652 New
Wealthfront Advisers
114
Wealthfront Advisers
California
$709K +$121K +2,545 +20%
Lido Advisors
115
Lido Advisors
California
$688K -$542K -11,378 -43%
SOS
116
Silver Oak Securities
Tennessee
$687K +$40.2K +844 +6%
HCA
117
Harbour Capital Advisors
Virginia
$681K
GBFP
118
Golden Bell Financial Planning
Georgia
$652K
RIG
119
RiverFront Investment Group
Virginia
$646K +$71.3K +1,495 +12%
UBS AM
120
UBS AM
Illinois
$638K +$574K +12,046 +646%
NA
121
NewEdge Advisors
Louisiana
$636K +$78.2K +1,640 +13%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$627K +$652K +13,678 New
OPW
123
Oxler Private Wealth
New York
$625K -$30.8K -646 -5%
MSWMA
124
Market Street Wealth Management Advisors
Indiana
$618K -$4.1K -86 -0.6%
BPA
125
Beacon Pointe Advisors
California
$617K +$225K +4,716 +54%