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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
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
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Empirical Wealth Management
Washington
$299K
FA
152
Financial Alternatives
California
$297K
SCA
153
Snowden Capital Advisors
New York
$294K
SWM
154
Spire Wealth Management
Virginia
$291K
CTA
155
Colonial Trust Advisors
South Carolina
$291K
VFA
156
Valeo Financial Advisors
Indiana
$291K
CWM
157
Congress Wealth Management
Massachusetts
$283K
FWP
158
FAS Wealth Partners
Kansas
$283K
CTC
159
Central Trust Company
Missouri
$283K
SOS
160
Silver Oak Securities
Tennessee
$279K
William Blair & Company
161
William Blair & Company
Illinois
$279K
CMS
162
Capital Market Strategies
Florida
$278K
MWM
163
Mascoma Wealth Management
New Hampshire
$277K
LWM
164
Lyell Wealth Management
California
$275K
CC
165
Courier Capital
New York
$275K
MGIA
166
Moneta Group Investment Advisors
Missouri
$263K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$260K
RFC
168
Regions Financial Corp
Alabama
$254K
EW
169
Evoke Wealth
California
$242K
AssetMark Inc
170
AssetMark Inc
California
$240K
SWA
171
Sightline Wealth Advisors
Connecticut
$236K
CAM
172
Cidel Asset Management
Ontario, Canada
$235K
Brown Advisory
173
Brown Advisory
Maryland
$233K
MG
174
Mather Group
Illinois
$232K
Empower Advisory Group
175
Empower Advisory Group
Colorado
$231K