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Invesco FTSE RAFI US 1500 Small-Mid ETF

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
201
Oakworth Capital
Alabama
$142K
CAL
202
Capital Analysts LLC
Pennsylvania
$142K -$5.9K -156 -4%
NP
203
NorthRock Partners
Minnesota
$136K +$12K +316 +10%
PS
204
Principal Securities
Iowa
$115K
GWM
205
Geneos Wealth Management
Colorado
$108K +$69.4K +1,832 +179%
AEPWM
206
Atlantic Edge Private Wealth Management
Florida
$101K
CIAS
207
Capital Investment Advisory Services
North Carolina
$97.7K -$3.98K -105 -4%
ITIM
208
Indiana Trust & Investment Management
Indiana
$90.1K
GI
209
GAMMA Investing
California
$89.1K +$34.8K +920 +64%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$87.1K +$87.1K +2,300 New
AWM
211
AE Wealth Management
Kansas
$85.7K -$644 -17 -0.7%
TLA
212
Tanglewood Legacy Advisors
Texas
$82.9K
HNB
213
Huntington National Bank
Ohio
$79.5K -$87.4K
BFPW
214
BOK Financial Private Wealth
Colorado
$75.7K
IA
215
IFP Advisors
Florida
$72.7K +$71.7K +1,894 +7,285%
CIAS
216
CBIZ Investment Advisory Services
Ohio
$67.8K
SSB
217
Sandy Spring Bank
Maryland
$65.6K +$26.2K +692 +67%
SS
218
Sunbelt Securities
Texas
$65.4K +$11.2K +297 +21%
AA
219
Addison Advisors
Vermont
$61.5K
T
220
Tidemark
California
$56K
AG
221
AmeriFlex Group
Nevada
$54K +$54K +1,426 New
OHWP
222
Oak Harbor Wealth Partners
North Carolina
$52.2K
MIA
223
Milestone Investment Advisors
Wisconsin
$49.7K
CWC
224
Carolinas Wealth Consulting
North Carolina
$47.3K +$38 +1 +0.1%
PMFA
225
Plante Moran Financial Advisors
Michigan
$44.3K