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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$327K
PMFA
177
Plante Moran Financial Advisors
Michigan
$323K
VPP
178
Vertex Planning Partners
Illinois
$323K +$286 +6 +0.1%
MGIA
179
Moneta Group Investment Advisors
Missouri
$317K +$9.1K +191 +3%
MWM
180
Mascoma Wealth Management
New Hampshire
$312K
CC
181
Courier Capital
New York
$310K
PFPG
182
Pinnacle Financial Partners (Georgia)
Georgia
$307K -$477 -10 -0.1%
FA
183
Financial Alternatives
California
$301K -$6.2K -130 -2%
Brown Advisory
184
Brown Advisory
Maryland
$298K -$32.9K -690 -10%
CBU
185
CIBC Bancorp USA
Illinois
$297K +$308K +6,470 New
FWP
186
FAS Wealth Partners
Kansas
$294K -$27K -567 -8%
BCI
187
Brinker Capital Investments
Pennsylvania
$294K -$46.1K -968 -13%
PWP
188
Principle Wealth Partners
Connecticut
$275K
SWA
189
Sightline Wealth Advisors
Connecticut
$268K +$667 +14 +0.2%
CAM
190
Cidel Asset Management
Ontario, Canada
$266K
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$265K +$13.1K +275 +5%
CA
192
CoreCap Advisors
Michigan
$262K
FA
193
Fermata Advisors
California
$262K -$429 -9 -0.2%
FFA
194
Fragasso Financial Advisors
Pennsylvania
$261K
VA
195
Vident Advisory
Georgia
$260K -$11.1K -232 -4%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$260K
CIC
197
Carnegie Investment Counsel
Ohio
$252K
MG
198
Mather Group
Illinois
$245K +$17.6K +369 +7%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$242K +$251K +5,270 New
EWM
200
Empirical Wealth Management
Washington
$241K +$251K +5,263 New