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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 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 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
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
William Blair & Company
176
William Blair & Company
Illinois
$327K
PMFA
177
Plante Moran Financial Advisors
Michigan
$323K
VPP
178
Vertex Planning Partners
Illinois
$323K
MGIA
179
Moneta Group Investment Advisors
Missouri
$317K
MWM
180
Mascoma Wealth Management
New Hampshire
$312K
CC
181
Courier Capital
New York
$310K
PFPG
182
Pinnacle Financial Partners (Georgia)
Georgia
$307K
FA
183
Financial Alternatives
California
$301K
Brown Advisory
184
Brown Advisory
Maryland
$298K
CBU
185
CIBC Bancorp USA
Illinois
$297K
BCI
186
Brinker Capital Investments
Pennsylvania
$294K
PWP
187
Principle Wealth Partners
Connecticut
$275K
SWA
188
Sightline Wealth Advisors
Connecticut
$268K
CAM
189
Cidel Asset Management
Ontario, Canada
$266K
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$265K
CA
191
CoreCap Advisors
Michigan
$262K
FA
192
Fermata Advisors
California
$262K
FFA
193
Fragasso Financial Advisors
Pennsylvania
$261K
VA
194
Vident Advisory
Georgia
$260K
SSWM
195
Sheets Smith Wealth Management
North Carolina
$260K
CIC
196
Carnegie Investment Counsel
Ohio
$252K
MG
197
Mather Group
Illinois
$245K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$242K
EWM
199
Empirical Wealth Management
Washington
$241K
PAS
200
Park Avenue Securities
New York
$240K