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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

280 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
176
Sheets Smith Wealth Management
North Carolina
$231K – – –
PL
177
Plancorp LLC
Missouri
$228K – – –
FA
178
Fermata Advisors
California
$227K -$8.13K -200 -3%
MWM
179
Mascagni Wealth Management
Mississippi
$226K -$11.6K -285 -5%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$223K +$39.4K +968 +21%
CIC
181
Carnegie Investment Counsel
Ohio
$223K +$223K +5,485 New
MFG
182
Merit Financial Group
Georgia
$219K +$219K +5,390 New
Jane Street
183
Jane Street
New York
$216K +$216K +5,299 New
ACA
184
Aptus Capital Advisors
Alabama
$215K -$7.08K -174 -3%
GWANC
185
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K -$7.08K -174 -3%
CA
186
CoreCap Advisors
Michigan
$212K – – –
BPWM
187
Badgley Phelps Wealth Managers
Washington
$211K -$23.1K -569 -10%
IA
188
Intellus Advisors
Florida
$210K +$210K +5,165 New
FCH
189
Freestone Capital Holdings
Washington
$209K -$31.8K -781 -13%
VA
190
Vident Advisory
Georgia
$209K -$11.6K -284 -5%
AA
191
Ancora Advisors
Ohio
$207K – – –
ICP
192
Impact Capital Partners
Colorado
$205K +$205K +5,039 New
G
193
GenTrust
Florida
$204K +$204K +5,005 New
AWE
194
Avidian Wealth Enterprises
Texas
$202K +$202K +4,961 New
SC
195
SouthState Corp
Florida
$199K -$50.8K -1,250 -20%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$190K +$1.02K +25 +0.5%
NP
197
NorthRock Partners
Minnesota
$189K +$42.5K +1,044 +29%
CFFP
198
Center for Financial Planning
Michigan
$177K – – –
CMBA
199
C.M. Bidwell & Associates
Hawaii
$176K – – –
CCMI
200
Creative Capital Management Investments
California
$172K – – –
6 7
8
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