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Invesco FTSE RAFI US 1500 Small-Mid ETF

289 hedge funds and large institutions have $959M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
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
Comerica Bank
126
Comerica Bank
Texas
$474K
ACP
127
Aviance Capital Partners
Florida
$454K
FHB
128
First Hawaiian Bank
Hawaii
$448K
PC
129
Prairiewood Capital
North Dakota
$444K
TAM
130
Townsend Asset Management
North Carolina
$431K
AI
131
Atria Investments
North Carolina
$410K
SPC
132
Sigma Planning Corp
Michigan
$410K
QWM
133
Quadcap Wealth Management
Texas
$403K
Stifel Financial
134
Stifel Financial
Missouri
$371K
TC
135
Trilogy Capital
California
$366K
CCA
136
Cobblestone Capital Advisors
New York
$359K
SCA
137
Snowden Capital Advisors
New York
$355K
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$352K
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$350K
TFS
140
Thoroughbred Financial Services
Tennessee
$337K
GAG
141
GM Advisory Group
New York
$335K
BCI
142
Brinker Capital Investments
Pennsylvania
$335K
CTC
143
Central Trust Company
Missouri
$334K
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$333K
VFA
145
Valeo Financial Advisors
Indiana
$329K
VPP
146
Vertex Planning Partners
Illinois
$325K
CTA
147
Colonial Trust Advisors
South Carolina
$325K
SWM
148
Spire Wealth Management
Virginia
$323K
FWP
149
FAS Wealth Partners
Kansas
$317K
BPA
150
Beacon Pointe Advisors
California
$317K