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

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$794M
2
AAS
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
Invesco
Georgia
$18.9M
5
VP
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
LPL Financial
LPL Financial
California
$41M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
IAA
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$369K +$10.5K +276 +3%
OPS
127
Orion Portfolio Solutions
Nebraska
$369K +$10.5K +276 +3%
TAM
128
Townsend Asset Management
North Carolina
$365K -$4.62K -122 -1%
Northern Trust
129
Northern Trust
Illinois
$357K -$4.73K -125 -1%
Wealthfront Advisers
130
Wealthfront Advisers
California
$355K -$101K -2,662 -22%
TC
131
Trilogy Capital
California
$347K -$12.3K -325 -3%
BFA
132
Bragg Financial Advisors
North Carolina
$343K +$343K +9,060 New
GS
133
GTS Securities
New York
$343K +$343K +9,059 New
SPC
134
Sigma Planning Corp
Michigan
$343K +$29.3K +774 +9%
QWM
135
Quadcap Wealth Management
Texas
$336K – – –
EFA
136
Efficient Frontier Advisors
Connecticut
$313K +$364 +9 +0.1%
EWM
137
Empirical Wealth Management
Washington
$309K -$67.5K -1,782 -18%
Stifel Financial
138
Stifel Financial
Missouri
$309K – – –
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$306K -$39.9K -1,053 -12%
FA
140
Financial Alternatives
California
$302K – – –
CCA
141
Cobblestone Capital Advisors
New York
$299K – – –
SWM
142
Spire Wealth Management
Virginia
$296K -$31.3K -826 -10%
Citadel Advisors
143
Citadel Advisors
Florida
$293K +$293K +7,752 New
CMS
144
Capital Market Strategies
Florida
$292K – – –
BIA
145
Bell Investment Advisors
California
$289K +$159K +4,211 +123%
VPP
146
Vertex Planning Partners
Illinois
$288K -$3.07K -81 -1%
SCA
147
Snowden Capital Advisors
New York
$285K -$16.5K -435 -5%
Brown Advisory
148
Brown Advisory
Maryland
$281K +$281K +7,415 New
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$280K -$113K -3,405 -29%
TFS
150
Thoroughbred Financial Services
Tennessee
$280K – – –
4 5
6
7 8