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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 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 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
EWA
126
EP Wealth Advisors
California
$548K
GT
127
Glenmede Trust
Pennsylvania
$542K
KCM
128
Kathmere Capital Management
Pennsylvania
$531K
EFS
129
Essex Financial Services
Connecticut
$524K
HIM
130
Harbour Investment Management
Washington
$505K
AAP
131
Arax Advisory Partners
Colorado
$502K
JIC
132
Johnson Investment Counsel
Ohio
$502K
EFP
133
EnRich Financial Partners
Wisconsin
$500K
AI
134
Atria Investments
North Carolina
$488K
BFA
135
Bragg Financial Advisors
North Carolina
$485K
AIA
136
AIMZ Investment Advisors
California
$482K
TP
137
Trailhead Planners
Minnesota
$480K
CAM
138
Cresset Asset Management
Illinois
$476K
WP
139
WealthShield Partners
North Carolina
$476K
ACP
140
Aviance Capital Partners
Florida
$459K
FHB
141
First Hawaiian Bank
Hawaii
$452K
TWM
142
TopTier Wealth Management
Wisconsin
$450K
PC
143
Prairiewood Capital
North Dakota
$446K
QWM
144
Quadcap Wealth Management
Texas
$408K
SPC
145
Sigma Planning Corp
Michigan
$403K
BPA
146
Beacon Pointe Advisors
California
$401K
TAM
147
Townsend Asset Management
North Carolina
$395K
IIM
148
Invariant Investment Management
Pennsylvania
$386K
Stifel Financial
149
Stifel Financial
Missouri
$375K
RFC
150
Regions Financial Corp
Alabama
$370K