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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
ACA
201
Aptus Capital Advisors
Alabama
$206K -$32.8K -756 -14%
GWANC
202
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$32.8K -756 -14%
PAS
203
Park Avenue Securities
New York
$204K +$195K +4,486 New
MWM
204
Mascagni Wealth Management
Mississippi
$203K -$47.3K -1,090 -20%
IFA
205
Index Fund Advisors
California
$202K +$193K +4,455 New
IA
206
IFP Advisors
Florida
$201K +$25.6K +591 +15%
CIA
207
Capital Investment Advisors
Georgia
$200K +$191K +4,407 New
CFFP
208
Center for Financial Planning
Michigan
$197K
CMBA
209
C.M. Bidwell & Associates
Hawaii
$197K
CCMI
210
Creative Capital Management Investments
California
$193K
FFO
211
Fortitude Family Office
Arizona
$176K
OC
212
Oakworth Capital
Alabama
$171K
RFP
213
Root Financial Partners
California
$151K +$145K +3,335 New
RWM
214
RMG Wealth Management
Wisconsin
$130K
PS
215
Principal Securities
Iowa
$123K -$46.4K -1,070 -28%
AEPWM
216
Atlantic Edge Private Wealth Management
Florida
$122K
AWM
217
AE Wealth Management
Kansas
$120K -$217 -5 -0.2%
CIAS
218
Capital Investment Advisory Services
North Carolina
$114K -$3.47K -80 -3%
ITIM
219
Indiana Trust & Investment Management
Indiana
$108K
HNB
220
Huntington National Bank
Ohio
$107K
GI
221
GAMMA Investing
California
$107K
AF
222
Allworth Financial
California
$105K +$78.4K +1,808 +361%
GWM
223
Geneos Wealth Management
Colorado
$102K +$19.8K +456 +25%
BFPW
224
BOK Financial Private Wealth
Colorado
$90.8K
SAM
225
Smartleaf Asset Management
Massachusetts
$84K +$75.5K +1,741 +1,612%