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Invesco FTSE RAFI US 1500 Small-Mid ETF

315 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 49 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

8% more capital invested

Capital invested by funds: $977M → $1.05B (+$74.7M)

7% more funds holding

Funds holding: 294315 (+21)

5.24% more ownership

Funds ownership: 34.82%40.07% (+5.2%)

Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
91
Reduced
82
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Ancora Advisors
Ohio
$234K
BlackRock
202
BlackRock
New York
$232K +$12.8K +279 +6%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$232K -$22.4K -491 -9%
MG
204
Mather Group
Illinois
$228K -$1.37K -30 -0.6%
AWE
205
Avidian Wealth Enterprises
Texas
$228K
Truist Financial
206
Truist Financial
North Carolina
$226K +$225K +4,914 New
WPC
207
Wedmont Private Capital
Pennsylvania
$225K +$5.26K +115 +2%
MW
208
MBL Wealth
North Carolina
$224K +$223K +4,889 New
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$224K +$223K +4,889 New
CAL
210
Capital Analysts LLC
Pennsylvania
$224K +$411 +9 +0.2%
NFS
211
NewCorp Financial Services
Georgia
$221K +$220K +4,808 New
PAS
212
Park Avenue Securities
New York
$219K +$12.9K +282 +6%
ACA
213
Aptus Capital Advisors
Alabama
$217K +$9.1K +199 +4%
HPC
214
HM Payson & Co
Maine
$217K
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$213K -$92.7K -2,028 -30%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$211K +$1.01K +22 +0.5%
SFS
217
Solitude Financial Services
Virginia
$209K
GWANC
218
Guardian Wealth Advisors (North Carolina)
North Carolina
$207K -$1.05K -23 -0.5%
IFA
219
Index Fund Advisors
California
$204K
CCMI
220
Creative Capital Management Investments
California
$202K +$7.54K +165 +4%
FC
221
Fusion Capital
South Carolina
$201K +$200K +4,386 New
CFFP
222
Center for Financial Planning
Michigan
$199K
CMBA
223
C.M. Bidwell & Associates
Hawaii
$199K
GRP
224
Global Retirement Partners
California
$184K +$112K +2,461 +158%
RFP
225
Root Financial Partners
California
$184K +$30.7K +671 +20%