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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 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.

New
Increased
Maintained
Reduced
Closed
Holders
281
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
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
176
Sheets Smith Wealth Management
North Carolina
$231K
PL
177
Plancorp LLC
Missouri
$228K
FA
178
Fermata Advisors
California
$227K
MWM
179
Mascagni Wealth Management
Mississippi
$226K
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$223K
CIC
181
Carnegie Investment Counsel
Ohio
$223K
MFG
182
Merit Financial Group
Georgia
$219K
Jane Street
183
Jane Street
New York
$216K
ACA
184
Aptus Capital Advisors
Alabama
$215K
GWANC
185
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K
CA
186
CoreCap Advisors
Michigan
$212K
BPWM
187
Badgley Phelps Wealth Managers
Washington
$211K
IA
188
Intellus Advisors
Florida
$210K
FCH
189
Freestone Capital Holdings
Washington
$209K
VA
190
Vident Advisory
Georgia
$209K
AA
191
Ancora Advisors
Ohio
$207K
ICP
192
Impact Capital Partners
Colorado
$205K
G
193
GenTrust
Florida
$204K
AWE
194
Avidian Wealth Enterprises
Texas
$202K
SC
195
SouthState Corp
Florida
$199K
HPC
196
HM Payson & Co
Maine
$192K
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$190K
NP
198
NorthRock Partners
Minnesota
$189K
CFFP
199
Center for Financial Planning
Michigan
$177K
CMBA
200
C.M. Bidwell & Associates
Hawaii
$176K