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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
151
First Hawaiian Bank
Hawaii
$452K
WP
152
WealthShield Partners
North Carolina
$448K -$23.4K -490 -5%
PC
153
Prairiewood Capital
North Dakota
$446K
TWM
154
TopTier Wealth Management
Wisconsin
$444K -$6K -126 -1%
TAM
155
Townsend Asset Management
North Carolina
$434K +$40.5K +849 +10%
QWM
156
Quadcap Wealth Management
Texas
$407K
SPC
157
Sigma Planning Corp
Michigan
$396K -$8.05K -169 -2%
Stifel Financial
158
Stifel Financial
Missouri
$387K +$12.6K +264 +3%
IIM
159
Invariant Investment Management
Pennsylvania
$385K
FFA
160
Farther Finance Advisors
California
$384K +$112K +2,357 +40%
FWP
161
Flatrock Wealth Partners
California
$382K
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$376K +$25.3K +530 +7%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$375K +$149K +3,119 +62%
RFC
164
Regions Financial Corp
Alabama
$370K
TC
165
Trilogy Capital
California
$366K
SCA
166
Snowden Capital Advisors
New York
$358K -$286 -6 -0.1%
P
167
&Partners
Tennessee
$355K +$116K +2,425 +46%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$355K
LNWTC
169
Laird Norton Wetherby Trust Company
Washington
$353K
TFS
170
Thoroughbred Financial Services
Tennessee
$340K
SWM
171
Spire Wealth Management
Virginia
$340K +$14.1K +295 +4%
CTC
172
Central Trust Company
Missouri
$337K
VT
173
Vise Technologies
New York
$335K
VFA
174
Valeo Financial Advisors
Indiana
$333K
CTA
175
Colonial Trust Advisors
South Carolina
$328K