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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
126
AIMZ Investment Advisors
California
$477K
WP
127
WealthShield Partners
North Carolina
$476K -$25.7K -593 -5%
Comerica Bank
128
Comerica Bank
Texas
$474K +$130 +3 +0%
CAM
129
Cresset Asset Management
Illinois
$471K +$43 +1 +0%
ACP
130
Aviance Capital Partners
Florida
$454K -$7.46K -172 -2%
FHB
131
First Hawaiian Bank
Hawaii
$448K
PC
132
Prairiewood Capital
North Dakota
$444K -$9.33K -215 -2%
TAM
133
Townsend Asset Management
North Carolina
$431K +$260 +6 +0.1%
AI
134
Atria Investments
North Carolina
$410K +$392K +9,032 New
SPC
135
Sigma Planning Corp
Michigan
$410K +$781 +18 +0.2%
QWM
136
Quadcap Wealth Management
Texas
$403K
Stifel Financial
137
Stifel Financial
Missouri
$371K -$304 -7 -0.1%
TC
138
Trilogy Capital
California
$366K +$3.86K +89 +1%
CCA
139
Cobblestone Capital Advisors
New York
$359K
SCA
140
Snowden Capital Advisors
New York
$355K +$24.5K +565 +8%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$352K -$43.4K -1,000 -11%
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$350K
TFS
143
Thoroughbred Financial Services
Tennessee
$337K
GAG
144
GM Advisory Group
New York
$335K
BCI
145
Brinker Capital Investments
Pennsylvania
$335K -$45.3K -1,045 -12%
CTC
146
Central Trust Company
Missouri
$334K +$17.4K +400 +6%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$333K -$20.2K -466 -6%
VFA
148
Valeo Financial Advisors
Indiana
$329K +$4.51K +104 +1%
VPP
149
Vertex Planning Partners
Illinois
$325K -$9.11K -210 -3%
CTA
150
Colonial Trust Advisors
South Carolina
$325K