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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 293314 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Financial Alternatives
California
$307K
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$303K +$9.78K +214 +3%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$279K
PWP
179
Principle Wealth Partners
Connecticut
$275K
FWP
180
Firethorn Wealth Partners
Georgia
$273K +$272K +5,958 New
FFA
181
Farther Finance Advisors
California
$273K +$36.6K +801 +16%
VA
182
Vident Advisory
Georgia
$271K +$35.5K +777 +15%
EW
183
Evoke Wealth
California
$269K -$4.11K -90 -2%
SWA
184
Sightline Wealth Advisors
Connecticut
$267K +$640 +14 +0.2%
CAM
185
Cidel Asset Management
Ontario, Canada
$266K
FA
186
Fermata Advisors
California
$263K -$50.8K -1,111 -16%
CA
187
CoreCap Advisors
Michigan
$262K
SSWM
188
Sheets Smith Wealth Management
North Carolina
$260K
FTUS
189
Flow Traders U.S.
New York
$259K +$258K +5,639 New
FFA
190
Fragasso Financial Advisors
Pennsylvania
$257K +$256K +5,600 New
MFG
191
Merit Financial Group
Georgia
$256K +$8.82K +193 +4%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$252K
CIC
193
Carnegie Investment Counsel
Ohio
$252K
CIA
194
Capital Investment Advisors
Georgia
$252K +$49.1K +1,074 +24%
Comerica Bank
195
Comerica Bank
Texas
$250K -$228K -4,997 -48%
AssetMark Inc
196
AssetMark Inc
California
$248K -$64.3K -1,406 -21%
P
197
&Partners
Tennessee
$244K -$1.51K -33 -0.6%
BPWM
198
Badgley Phelps Wealth Managers
Washington
$237K
IA
199
Intellus Advisors
Florida
$237K
IA
200
IFP Advisors
Florida
$235K +$32K +701 +16%