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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 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 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
AI
126
Atria Investments
North Carolina
$603K
RWP
127
Revolve Wealth Partners
New Jersey
$596K
CAM
128
Cresset Asset Management
Illinois
$589K
LFG
129
Larson Financial Group
Missouri
$585K
EWA
130
EP Wealth Advisors
California
$572K
BlackRock
131
BlackRock
New York
$570K
TWM
132
Tradition Wealth Management
Minnesota
$566K
SFP
133
Sterling Financial Planning
New Jersey
$556K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$550K
GT
135
Glenmede Trust
Pennsylvania
$542K
FWP
136
Firethorn Wealth Partners
Georgia
$531K
KCM
137
Kathmere Capital Management
Pennsylvania
$530K
EFS
138
Essex Financial Services
Connecticut
$524K
WWM
139
Western Wealth Management
Colorado
$517K
HIM
140
Harbour Investment Management
Washington
$505K
AAP
141
Arax Advisory Partners
Colorado
$502K
JIC
142
Johnson Investment Counsel
Ohio
$501K
EFP
143
EnRich Financial Partners
Wisconsin
$498K
VFO
144
Virtus Family Office
Texas
$482K
AIA
145
AIMZ Investment Advisors
California
$482K
TP
146
Trailhead Planners
Minnesota
$480K
CIA
147
Capital Investment Advisors
Georgia
$477K
NWM
148
Navigate Wealth Management
Alabama
$475K
BFA
149
Bragg Financial Advisors
North Carolina
$466K
ACP
150
Aviance Capital Partners
Florida
$459K