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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M 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, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$323K -$2.39K -55 -0.8%
FWP
152
FAS Wealth Partners
Kansas
$317K +$564 +13 +0.2%
BPA
153
Beacon Pointe Advisors
California
$317K +$303K +6,973 New
KA
154
Kovack Advisors
Florida
$313K +$299K +6,898 New
William Blair & Company
155
William Blair & Company
Illinois
$312K +$217 +5 +0.1%
FA
156
Fermata Advisors
California
$310K +$54.8K +1,264 +23%
AssetMark Inc
157
AssetMark Inc
California
$309K +$38.9K +897 +15%
MWM
158
Mascoma Wealth Management
New Hampshire
$309K
LWM
159
Lyell Wealth Management
California
$308K
CC
160
Courier Capital
New York
$307K
MGIA
161
Moneta Group Investment Advisors
Missouri
$305K +$11K +254 +4%
PFPT
162
Pinnacle Financial Partners (Tennessee)
Tennessee
$304K -$4.69K -108 -2%
FA
163
Financial Alternatives
California
$304K -$26.9K -620 -8%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$303K +$183K +4,208 +171%
SOS
165
Silver Oak Securities
Tennessee
$293K -$18K -414 -6%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$290K
RFC
167
Regions Financial Corp
Alabama
$284K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$276K -$68.8K -1,585 -21%
PWP
169
Principle Wealth Partners
Connecticut
$273K +$260K +6,000 New
EWM
170
Empirical Wealth Management
Washington
$272K -$59.1K -1,363 -19%
EW
171
Evoke Wealth
California
$271K
SWA
172
Sightline Wealth Advisors
Connecticut
$264K +$607 +14 +0.2%
CAM
173
Cidel Asset Management
Ontario, Canada
$263K
Brown Advisory
174
Brown Advisory
Maryland
$260K
CA
175
CoreCap Advisors
Michigan
$260K +$21.7K +500 +10%