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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

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$561K +$2.42K +53 +0.4%
EWA
127
EP Wealth Advisors
California
$548K +$545K +11,931 New
GT
128
Glenmede Trust
Pennsylvania
$542K +$539K +11,800 New
KCM
129
Kathmere Capital Management
Pennsylvania
$531K -$1.83K -40 -0.3%
EFS
130
Essex Financial Services
Connecticut
$524K +$183 +4 +0%
HIM
131
Harbour Investment Management
Washington
$505K
AAP
132
Arax Advisory Partners
Colorado
$502K +$500K +10,935 New
JIC
133
Johnson Investment Counsel
Ohio
$502K
EFP
134
EnRich Financial Partners
Wisconsin
$500K
AI
135
Atria Investments
North Carolina
$488K +$73.4K +1,607 +18%
BFA
136
Bragg Financial Advisors
North Carolina
$485K -$35.2K -770 -7%
AIA
137
AIMZ Investment Advisors
California
$482K
TP
138
Trailhead Planners
Minnesota
$480K +$478K +10,460 New
CAM
139
Cresset Asset Management
Illinois
$476K +$91 +2 +0%
WP
140
WealthShield Partners
North Carolina
$476K -$10.3K -225 -2%
ACP
141
Aviance Capital Partners
Florida
$459K +$137 +3 +0%
FHB
142
First Hawaiian Bank
Hawaii
$452K
TWM
143
TopTier Wealth Management
Wisconsin
$450K +$448K +9,795 New
PC
144
Prairiewood Capital
North Dakota
$446K -$2.47K -54 -0.6%
QWM
145
Quadcap Wealth Management
Texas
$408K
SPC
146
Sigma Planning Corp
Michigan
$403K -$10.6K -233 -3%
BPA
147
Beacon Pointe Advisors
California
$401K +$80.3K +1,756 +25%
TAM
148
Townsend Asset Management
North Carolina
$395K -$39.8K -870 -9%
IIM
149
Invariant Investment Management
Pennsylvania
$386K +$366K +8,000 New
FWP
150
Flatrock Wealth Partners
California
$382K +$381K +8,331 New