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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
176
Empower Advisory Group
Colorado
$258K
SSWM
177
Sheets Smith Wealth Management
North Carolina
$258K
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$252K +$38.1K +878 +19%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$249K
CIC
180
Carnegie Investment Counsel
Ohio
$249K
MFG
181
Merit Financial Group
Georgia
$245K
P
182
&Partners
Tennessee
$243K +$232K +5,354 New
SIMG
183
Sonora Investment Management Group
Arizona
$242K +$231K +5,325 New
BPWM
184
Badgley Phelps Wealth Managers
Washington
$235K -$43 -1 -0%
IA
185
Intellus Advisors
Florida
$235K
FCH
186
Freestone Capital Holdings
Washington
$234K
FFA
187
Farther Finance Advisors
California
$234K +$155K +3,572 +227%
VA
188
Vident Advisory
Georgia
$233K
AA
189
Ancora Advisors
Ohio
$232K
G
190
GenTrust
Florida
$227K
MG
191
Mather Group
Illinois
$227K -$30.7K -708 -12%
AWE
192
Avidian Wealth Enterprises
Texas
$225K
CAL
193
Capital Analysts LLC
Pennsylvania
$222K +$49K +1,130 +30%
BlackRock
194
BlackRock
New York
$217K +$102K +2,359 +97%
HPC
195
HM Payson & Co
Maine
$215K
VBFG
196
Vishria Bird Financial Group
Tennessee
$211K +$202K +4,649 New
WPC
197
Wedmont Private Capital
Pennsylvania
$210K +$201K +4,631 New
FFA
198
Founders Financial Alliance
North Carolina
$210K +$29.3K +675 +17%
SFS
199
Solitude Financial Services
Virginia
$207K +$197K +4,550 New
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$206K +$197K +4,532 New