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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 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.

New
Increased
Maintained
Reduced
Closed
Holders
281
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
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Bragg Financial Advisors
North Carolina
$444K
EFP
127
EnRich Financial Partners
Wisconsin
$443K
AIA
128
AIMZ Investment Advisors
California
$427K
Comerica Bank
129
Comerica Bank
Texas
$425K
CAM
130
Cresset Asset Management
Illinois
$422K
ACP
131
Aviance Capital Partners
Florida
$414K
PC
132
Prairiewood Capital
North Dakota
$406K
FHB
133
First Hawaiian Bank
Hawaii
$401K
TAM
134
Townsend Asset Management
North Carolina
$386K
AAP
135
Arax Advisory Partners
Colorado
$369K
SPC
136
Sigma Planning Corp
Michigan
$366K
QWM
137
Quadcap Wealth Management
Texas
$361K
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$356K
BCI
139
Brinker Capital Investments
Pennsylvania
$342K
Stifel Financial
140
Stifel Financial
Missouri
$332K
EFA
141
Efficient Frontier Advisors
Connecticut
$328K
RIG
142
RiverFront Investment Group
Virginia
$324K
TC
143
Trilogy Capital
California
$324K
CCA
144
Cobblestone Capital Advisors
New York
$321K
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$317K
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$313K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$312K
TFS
148
Thoroughbred Financial Services
Tennessee
$301K
GAG
149
GM Advisory Group
New York
$300K
VPP
150
Vertex Planning Partners
Illinois
$300K