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Invesco FTSE RAFI US 1500 Small-Mid ETF

289 hedge funds and large institutions have $959M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$249K
CIC
177
Carnegie Investment Counsel
Ohio
$249K
MFG
178
Merit Financial Group
Georgia
$245K
P
179
&Partners
Tennessee
$243K
SIMG
180
Sonora Investment Management Group
Arizona
$242K
BPWM
181
Badgley Phelps Wealth Managers
Washington
$235K
IA
182
Intellus Advisors
Florida
$235K
FCH
183
Freestone Capital Holdings
Washington
$234K
FFA
184
Farther Finance Advisors
California
$234K
VA
185
Vident Advisory
Georgia
$233K
AA
186
Ancora Advisors
Ohio
$232K
G
187
GenTrust
Florida
$227K
MG
188
Mather Group
Illinois
$227K
AWE
189
Avidian Wealth Enterprises
Texas
$225K
CAL
190
Capital Analysts LLC
Pennsylvania
$222K
BlackRock
191
BlackRock
New York
$217K
HPC
192
HM Payson & Co
Maine
$215K
VBFG
193
Vishria Bird Financial Group
Tennessee
$211K
WPC
194
Wedmont Private Capital
Pennsylvania
$210K
FFA
195
Founders Financial Alliance
North Carolina
$210K
SFS
196
Solitude Financial Services
Virginia
$207K
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$206K
ACA
198
Aptus Capital Advisors
Alabama
$206K
GWANC
199
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K
PAS
200
Park Avenue Securities
New York
$204K