PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

291 hedge funds and large institutions have $973M 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, 93 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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 +$11.6M
3 +$7.91M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$5.49M
5
Invesco
Invesco
Georgia
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
176
Sheets Smith Wealth Management
North Carolina
$258K
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$252K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$249K
CIC
179
Carnegie Investment Counsel
Ohio
$249K
MFG
180
Merit Financial Group
Georgia
$245K
P
181
&Partners
Tennessee
$243K
SIMG
182
Sonora Investment Management Group
Arizona
$242K
BPWM
183
Badgley Phelps Wealth Managers
Washington
$235K
IA
184
Intellus Advisors
Florida
$235K
FCH
185
Freestone Capital Holdings
Washington
$234K
FFA
186
Farther Finance Advisors
California
$234K
VA
187
Vident Advisory
Georgia
$233K
AA
188
Ancora Advisors
Ohio
$232K
G
189
GenTrust
Florida
$227K
MG
190
Mather Group
Illinois
$227K
AWE
191
Avidian Wealth Enterprises
Texas
$225K
CAL
192
Capital Analysts LLC
Pennsylvania
$222K
BlackRock
193
BlackRock
New York
$217K
HPC
194
HM Payson & Co
Maine
$215K
VBFG
195
Vishria Bird Financial Group
Tennessee
$211K
WPC
196
Wedmont Private Capital
Pennsylvania
$210K
FFA
197
Founders Financial Alliance
North Carolina
$210K
SFS
198
Solitude Financial Services
Virginia
$207K
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$206K
ACA
200
Aptus Capital Advisors
Alabama
$206K