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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$603K +$119K +2,497 +23%
RWP
127
Revolve Wealth Partners
New Jersey
$596K
CAM
128
Cresset Asset Management
Illinois
$589K +$118K +2,467 +24%
LFG
129
Larson Financial Group
Missouri
$585K -$150K -3,152 -20%
EWA
130
EP Wealth Advisors
California
$572K +$26K +546 +5%
BlackRock
131
BlackRock
New York
$570K +$351K +7,356 +145%
TWM
132
Tradition Wealth Management
Minnesota
$566K +$143 +3 +0%
SFP
133
Sterling Financial Planning
New Jersey
$556K -$46.9K -984 -8%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$550K +$281K +5,904 +97%
GT
135
Glenmede Trust
Pennsylvania
$542K +$1.19K +25 +0.2%
FWP
136
Firethorn Wealth Partners
Georgia
$531K +$268K +5,616 +94%
KCM
137
Kathmere Capital Management
Pennsylvania
$530K -$810 -17 -0.1%
EFS
138
Essex Financial Services
Connecticut
$524K +$143 +3 +0%
WWM
139
Western Wealth Management
Colorado
$517K -$47.5K -997 -8%
HIM
140
Harbour Investment Management
Washington
$505K
AAP
141
Arax Advisory Partners
Colorado
$502K +$143 +3 +0%
JIC
142
Johnson Investment Counsel
Ohio
$501K
EFP
143
EnRich Financial Partners
Wisconsin
$498K -$2.57K -54 -0.5%
VFO
144
Virtus Family Office
Texas
$482K +$501K +10,501 New
AIA
145
AIMZ Investment Advisors
California
$482K
TP
146
Trailhead Planners
Minnesota
$480K
CIA
147
Capital Investment Advisors
Georgia
$477K +$235K +4,928 +90%
NWM
148
Navigate Wealth Management
Alabama
$475K +$450K +9,451 New
BFA
149
Bragg Financial Advisors
North Carolina
$466K -$19.8K -415 -4%
ACP
150
Aviance Capital Partners
Florida
$459K +$143 +3 +0%