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Invesco FTSE RAFI US 1500 Small-Mid ETF

291 hedge funds and large institutions have $961M 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, 92 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
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

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
201
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K
PAS
202
Park Avenue Securities
New York
$204K
MWM
203
Mascagni Wealth Management
Mississippi
$203K
IFA
204
Index Fund Advisors
California
$202K
IA
205
IFP Advisors
Florida
$201K
CIA
206
Capital Investment Advisors
Georgia
$200K
CFFP
207
Center for Financial Planning
Michigan
$197K
CMBA
208
C.M. Bidwell & Associates
Hawaii
$197K
CCMI
209
Creative Capital Management Investments
California
$193K
FFO
210
Fortitude Family Office
Arizona
$176K
OC
211
Oakworth Capital
Alabama
$171K
RFP
212
Root Financial Partners
California
$151K
RWM
213
RMG Wealth Management
Wisconsin
$130K
PS
214
Principal Securities
Iowa
$123K
AEPWM
215
Atlantic Edge Private Wealth Management
Florida
$122K
AWM
216
AE Wealth Management
Kansas
$120K
CIAS
217
Capital Investment Advisory Services
North Carolina
$114K
ITIM
218
Indiana Trust & Investment Management
Indiana
$108K
HNB
219
Huntington National Bank
Ohio
$107K
GI
220
GAMMA Investing
California
$107K
AF
221
Allworth Financial
California
$105K
GWM
222
Geneos Wealth Management
Colorado
$102K
BFPW
223
BOK Financial Private Wealth
Colorado
$90.8K
SAM
224
Smartleaf Asset Management
Massachusetts
$84K
CIAS
225
CBIZ Investment Advisory Services
Ohio
$81.3K