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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
TC
151
Trilogy Capital
California
$366K
SCA
152
Snowden Capital Advisors
New York
$358K
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$355K
LNWTC
154
Laird Norton Wetherby Trust Company
Washington
$353K
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$352K
TFS
156
Thoroughbred Financial Services
Tennessee
$340K
BCI
157
Brinker Capital Investments
Pennsylvania
$339K
GAG
158
GM Advisory Group
New York
$338K
CTC
159
Central Trust Company
Missouri
$338K
VT
160
Vise Technologies
New York
$335K
VFA
161
Valeo Financial Advisors
Indiana
$333K
Brown Advisory
162
Brown Advisory
Maryland
$330K
CTA
163
Colonial Trust Advisors
South Carolina
$328K
William Blair & Company
164
William Blair & Company
Illinois
$327K
SWM
165
Spire Wealth Management
Virginia
$326K
PMFA
166
Plante Moran Financial Advisors
Michigan
$323K
VPP
167
Vertex Planning Partners
Illinois
$323K
FWP
168
FAS Wealth Partners
Kansas
$321K
MWM
169
Mascoma Wealth Management
New Hampshire
$312K
LWM
170
Lyell Wealth Management
California
$311K
CC
171
Courier Capital
New York
$310K
MGIA
172
Moneta Group Investment Advisors
Missouri
$308K
PFPG
173
Pinnacle Financial Partners (Georgia)
Georgia
$307K
FA
174
Financial Alternatives
California
$307K
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$303K