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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$794M
2
AAS
2
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
4
Invesco
Georgia
$18.9M
5
VP
5
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
LPL Financial
3
LPL Financial
California
$41M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
151
GM Advisory Group
New York
$279K – – –
VFA
152
Valeo Financial Advisors
Indiana
$279K – – –
CTC
153
Central Trust Company
Missouri
$277K -$9.77K -258 -3%
CTA
154
Colonial Trust Advisors
South Carolina
$271K – – –
SOS
155
Silver Oak Securities
Tennessee
$269K +$269K +7,101 New
William Blair & Company
156
William Blair & Company
Illinois
$269K +$9.24K +244 +4%
SIA
157
Schechter Investment Advisors
Michigan
$268K -$9.47K -250 -3%
LT
158
Legacy Trust
Michigan
$266K – – –
FWP
159
FAS Wealth Partners
Kansas
$263K +$227 +6 +0.1%
AC
160
AlphaCore Capital
California
$262K +$262K +6,915 New
PFP
161
Pinnacle Financial Partners
Tennessee
$258K -$1.36K -36 -0.5%
MWM
162
Mascoma Wealth Management
New Hampshire
$257K – – –
LWM
163
Lyell Wealth Management
California
$256K – – –
CC
164
Courier Capital
New York
$256K +$256K +6,750 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$254K +$63.3K +1,670 +33%
RFC
166
Regions Financial Corp
Alabama
$237K – – –
SC
167
SouthState Corp
Florida
$233K +$233K +6,150 New
TIAA Trust, National Association
168
TIAA Trust, National Association
North Carolina
$226K -$56.1K -1,481 -20%
EW
169
Evoke Wealth
California
$226K – – –
BPA
170
Beacon Pointe Advisors
California
$225K +$225K +5,946 New
FCH
171
Freestone Capital Holdings
Washington
$224K – – –
MG
172
Mather Group
Illinois
$223K -$20.2K -533 -8%
MWM
173
Mascagni Wealth Management
Mississippi
$221K – – –
MGIA
174
Moneta Group Investment Advisors
Missouri
$221K +$221K +5,847 New
PGFC
175
Peapack-Gladstone Financial Corp
New Jersey
$221K – – –
5 6
7
8 9