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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
NA
126
NewEdge Advisors
Louisiana
$561K
EWA
127
EP Wealth Advisors
California
$548K
GT
128
Glenmede Trust
Pennsylvania
$542K
KCM
129
Kathmere Capital Management
Pennsylvania
$531K
EFS
130
Essex Financial Services
Connecticut
$524K
HIM
131
Harbour Investment Management
Washington
$505K
AAP
132
Arax Advisory Partners
Colorado
$502K
JIC
133
Johnson Investment Counsel
Ohio
$502K
EFP
134
EnRich Financial Partners
Wisconsin
$500K
AI
135
Atria Investments
North Carolina
$488K
BFA
136
Bragg Financial Advisors
North Carolina
$485K
AIA
137
AIMZ Investment Advisors
California
$482K
TP
138
Trailhead Planners
Minnesota
$480K
CAM
139
Cresset Asset Management
Illinois
$476K
WP
140
WealthShield Partners
North Carolina
$476K
ACP
141
Aviance Capital Partners
Florida
$459K
FHB
142
First Hawaiian Bank
Hawaii
$452K
TWM
143
TopTier Wealth Management
Wisconsin
$450K
PC
144
Prairiewood Capital
North Dakota
$446K
QWM
145
Quadcap Wealth Management
Texas
$408K
SPC
146
Sigma Planning Corp
Michigan
$403K
BPA
147
Beacon Pointe Advisors
California
$401K
TAM
148
Townsend Asset Management
North Carolina
$395K
IIM
149
Invariant Investment Management
Pennsylvania
$386K
FWP
150
Flatrock Wealth Partners
California
$382K