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

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$794M
2
AAS
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
Invesco
Georgia
$18.9M
5
VP
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
LPL Financial
LPL Financial
California
$41M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
IAA
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cidel Asset Management
Ontario, Canada
$219K – – –
SWA
177
Sightline Wealth Advisors
Connecticut
$219K +$265 +7 +0.1%
FA
178
Fermata Advisors
California
$218K -$1.06K -28 -0.5%
BPWM
179
Badgley Phelps Wealth Managers
Washington
$218K +$2.84K +75 +1%
Empower Advisory Group
180
Empower Advisory Group
Colorado
$217K +$2.42K +64 +1%
IAN
181
Integrated Advisors Network
Texas
$216K +$216K +5,707 New
SSWM
182
Sheets Smith Wealth Management
North Carolina
$215K – – –
PL
183
Plancorp LLC
Missouri
$213K – – –
WFC
184
Western Financial Corp
California
$212K +$38 +1 +0%
D.E. Shaw & Co
185
D.E. Shaw & Co
New York
$208K -$61.3K -1,620 -23%
ACA
186
Aptus Capital Advisors
Alabama
$207K -$2.2K -58 -1%
GWANC
187
Guardian Wealth Advisors (North Carolina)
North Carolina
$207K -$2.2K -58 -1%
VA
188
Vident Advisory
Georgia
$205K – – –
CA
189
CoreCap Advisors
Michigan
$198K +$97.9K +2,585 +98%
AA
190
Ancora Advisors
Ohio
$193K +$18.9K +500 +11%
HPC
191
HM Payson & Co
Maine
$179K – – –
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$176K +$31K +820 +21%
AssetMark Inc
193
AssetMark Inc
California
$175K +$36.9K +975 +27%
FFA
194
Founders Financial Alliance
North Carolina
$175K – – –
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$171K +$25.6K +675 +18%
CFFP
196
Center for Financial Planning
Michigan
$164K – – –
CMBA
197
C.M. Bidwell & Associates
Hawaii
$164K – – –
CCMI
198
Creative Capital Management Investments
California
$161K -$28.1K -741 -15%
FFO
199
Fortitude Family Office
Arizona
$147K – – –
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$145K +$5.87K +155 +4%
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8
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