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Invesco FTSE RAFI US 1500 Small-Mid ETF

281 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
201
Creative Capital Management Investments
California
$172K
FFA
202
Founders Financial Alliance
North Carolina
$161K
FFO
203
Fortitude Family Office
Arizona
$158K
IA
204
IFP Advisors
Florida
$156K
PS
205
Principal Securities
Iowa
$154K
CAL
206
Capital Analysts LLC
Pennsylvania
$153K
OC
207
Oakworth Capital
Alabama
$153K
RWM
208
RMG Wealth Management
Wisconsin
$120K
AEPWM
209
Atlantic Edge Private Wealth Management
Florida
$109K
AWM
210
AE Wealth Management
Kansas
$108K
CIAS
211
Capital Investment Advisory Services
North Carolina
$105K
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$100K
BlackRock
213
BlackRock
New York
$98.6K
ITIM
214
Indiana Trust & Investment Management
Indiana
$96.8K
GI
215
GAMMA Investing
California
$95.7K
TLA
216
Tanglewood Legacy Advisors
Texas
$89K
HNB
217
Huntington National Bank
Ohio
$85.4K
BFPW
218
BOK Financial Private Wealth
Colorado
$81.3K
Russell Investments Group
219
Russell Investments Group
United Kingdom
$76.7K
GWM
220
Geneos Wealth Management
Colorado
$73.2K
CIAS
221
CBIZ Investment Advisory Services
Ohio
$72.8K
AUB
222
Atlantic Union Bankshares
Virginia
$70.4K
AA
223
Addison Advisors
Vermont
$66.1K
PMFA
224
Plante Moran Financial Advisors
Michigan
$66K
HAP
225
Harbor Asset Planning
Massachusetts
$64.6K