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Invesco FTSE RAFI US 1500 Small-Mid ETF

291 hedge funds and large institutions have $961M 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, 92 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
126
AIMZ Investment Advisors
California
$477K
WP
127
WealthShield Partners
North Carolina
$476K
Comerica Bank
128
Comerica Bank
Texas
$474K
ACP
129
Aviance Capital Partners
Florida
$454K
FHB
130
First Hawaiian Bank
Hawaii
$448K
PC
131
Prairiewood Capital
North Dakota
$444K
TAM
132
Townsend Asset Management
North Carolina
$431K
AI
133
Atria Investments
North Carolina
$410K
SPC
134
Sigma Planning Corp
Michigan
$410K
QWM
135
Quadcap Wealth Management
Texas
$403K
Stifel Financial
136
Stifel Financial
Missouri
$371K
TC
137
Trilogy Capital
California
$366K
CCA
138
Cobblestone Capital Advisors
New York
$359K
SCA
139
Snowden Capital Advisors
New York
$355K
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$352K
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$350K
TFS
142
Thoroughbred Financial Services
Tennessee
$337K
GAG
143
GM Advisory Group
New York
$335K
BCI
144
Brinker Capital Investments
Pennsylvania
$335K
CTC
145
Central Trust Company
Missouri
$334K
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$333K
VFA
147
Valeo Financial Advisors
Indiana
$329K
VPP
148
Vertex Planning Partners
Illinois
$325K
CTA
149
Colonial Trust Advisors
South Carolina
$325K
SWM
150
Spire Wealth Management
Virginia
$323K