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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

280 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
126
Bragg Financial Advisors
North Carolina
$444K +$75.2K +1,850 +20%
EFP
127
EnRich Financial Partners
Wisconsin
$443K -$18.7K -461 -4%
AIA
128
AIMZ Investment Advisors
California
$427K – – –
Comerica Bank
129
Comerica Bank
Texas
$425K -$5.61K -138 -1%
CAM
130
Cresset Asset Management
Illinois
$422K -$13.6K -335 -3%
ACP
131
Aviance Capital Partners
Florida
$414K +$163 +4 +0%
PC
132
Prairiewood Capital
North Dakota
$406K +$3.5K +86 +0.9%
FHB
133
First Hawaiian Bank
Hawaii
$401K – – –
TAM
134
Townsend Asset Management
North Carolina
$386K -$6.75K -166 -2%
AAP
135
Arax Advisory Partners
Colorado
$369K -$231K -5,683 -39%
SPC
136
Sigma Planning Corp
Michigan
$366K -$1.95K -48 -0.5%
QWM
137
Quadcap Wealth Management
Texas
$361K – – –
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$356K +$119K +2,920 +50%
BCI
139
Brinker Capital Investments
Pennsylvania
$342K -$54.2K -1,333 -14%
Stifel Financial
140
Stifel Financial
Missouri
$332K +$285 +7 +0.1%
EFA
141
Efficient Frontier Advisors
Connecticut
$328K +$845 +20 +0.3%
RIG
142
RiverFront Investment Group
Virginia
$324K -$169K -4,149 -34%
TC
143
Trilogy Capital
California
$324K -$48K -1,180 -13%
CCA
144
Cobblestone Capital Advisors
New York
$321K – – –
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$317K -$11.3K -278 -3%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$313K +$313K +7,698 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$312K +$39K +959 +14%
TFS
148
Thoroughbred Financial Services
Tennessee
$301K – – –
GAG
149
GM Advisory Group
New York
$300K – – –
VPP
150
Vertex Planning Partners
Illinois
$300K -$9.88K -243 -3%
4 5
6
7 8