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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 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 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$375K +$229 +5 +0.1%
RFC
152
Regions Financial Corp
Alabama
$370K +$82.3K +1,801 +29%
TC
153
Trilogy Capital
California
$366K -$4.07K -89 -1%
SCA
154
Snowden Capital Advisors
New York
$358K +$274 +6 +0.1%
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$355K
LNWTC
156
Laird Norton Wetherby Trust Company
Washington
$353K +$352K +7,698 New
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$352K +$15.8K +345 +5%
TFS
158
Thoroughbred Financial Services
Tennessee
$340K
BCI
159
Brinker Capital Investments
Pennsylvania
$339K +$411 +9 +0.1%
GAG
160
GM Advisory Group
New York
$338K
CTC
161
Central Trust Company
Missouri
$338K
VT
162
Vise Technologies
New York
$335K +$334K +7,306 New
VFA
163
Valeo Financial Advisors
Indiana
$333K
Brown Advisory
164
Brown Advisory
Maryland
$330K +$67K +1,465 +26%
CTA
165
Colonial Trust Advisors
South Carolina
$328K
William Blair & Company
166
William Blair & Company
Illinois
$327K +$11.4K +250 +4%
SWM
167
Spire Wealth Management
Virginia
$326K +$503 +11 +0.2%
PMFA
168
Plante Moran Financial Advisors
Michigan
$323K +$248K +5,420 +334%
VPP
169
Vertex Planning Partners
Illinois
$323K -$5.71K -125 -2%
FWP
170
FAS Wealth Partners
Kansas
$321K +$594 +13 +0.2%
MWM
171
Mascoma Wealth Management
New Hampshire
$312K
LWM
172
Lyell Wealth Management
California
$311K
CC
173
Courier Capital
New York
$310K
MGIA
174
Moneta Group Investment Advisors
Missouri
$308K +$320 +7 +0.1%
PFPG
175
Pinnacle Financial Partners (Georgia)
Georgia
$307K +$306K +6,699 New