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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
FWP
151
FAS Wealth Partners
Kansas
$317K
BPA
152
Beacon Pointe Advisors
California
$317K
KA
153
Kovack Advisors
Florida
$313K
William Blair & Company
154
William Blair & Company
Illinois
$312K
FA
155
Fermata Advisors
California
$310K
AssetMark Inc
156
AssetMark Inc
California
$309K
MWM
157
Mascoma Wealth Management
New Hampshire
$309K
LWM
158
Lyell Wealth Management
California
$308K
CC
159
Courier Capital
New York
$307K
MGIA
160
Moneta Group Investment Advisors
Missouri
$305K
PFP
161
Pinnacle Financial Partners
Tennessee
$304K
FA
162
Financial Alternatives
California
$304K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$303K
SOS
164
Silver Oak Securities
Tennessee
$293K
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$290K
RFC
166
Regions Financial Corp
Alabama
$284K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$276K
PWP
168
Principle Wealth Partners
Connecticut
$273K
EWM
169
Empirical Wealth Management
Washington
$272K
EW
170
Evoke Wealth
California
$271K
SWA
171
Sightline Wealth Advisors
Connecticut
$264K
CAM
172
Cidel Asset Management
Ontario, Canada
$263K
Brown Advisory
173
Brown Advisory
Maryland
$260K
CA
174
CoreCap Advisors
Michigan
$260K
Empower Advisory Group
175
Empower Advisory Group
Colorado
$258K