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Invesco FTSE RAFI US 1500 Small-Mid ETF

308 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$232K
MG
202
Mather Group
Illinois
$228K
AWE
203
Avidian Wealth Enterprises
Texas
$228K
Truist Financial
204
Truist Financial
North Carolina
$226K
WPC
205
Wedmont Private Capital
Pennsylvania
$225K
MW
206
MBL Wealth
North Carolina
$224K
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$224K
CAL
208
Capital Analysts LLC
Pennsylvania
$224K
NFS
209
NewCorp Financial Services
Georgia
$221K
PAS
210
Park Avenue Securities
New York
$219K
ACA
211
Aptus Capital Advisors
Alabama
$217K
HPC
212
HM Payson & Co
Maine
$217K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$213K
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$211K
SFS
215
Solitude Financial Services
Virginia
$209K
GWANC
216
Guardian Wealth Advisors (North Carolina)
North Carolina
$207K
IFA
217
Index Fund Advisors
California
$204K
CCMI
218
Creative Capital Management Investments
California
$202K
FC
219
Fusion Capital
South Carolina
$201K
CFFP
220
Center for Financial Planning
Michigan
$199K
CMBA
221
C.M. Bidwell & Associates
Hawaii
$199K
GRP
222
Global Retirement Partners
California
$184K
RFP
223
Root Financial Partners
California
$184K
FFA
224
Founders Financial Alliance
North Carolina
$181K
OC
225
Oakworth Capital
Alabama
$172K