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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

2% more funds holding

Funds holding: 314319 (+5)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
201
Park Avenue Securities
New York
$240K +$21.7K +456 +10%
BPWM
202
Badgley Phelps Wealth Managers
Washington
$237K
IA
203
Intellus Advisors
Florida
$237K
AA
204
Ancora Advisors
Ohio
$234K
AssetMark Inc
205
AssetMark Inc
California
$230K -$18K -377 -7%
IA
206
IFP Advisors
Florida
$230K -$5.1K -107 -2%
AWE
207
Avidian Wealth Enterprises
Texas
$228K
BW
208
BIP Wealth
Georgia
$225K +$234K +4,914 New
MW
209
MBL Wealth
North Carolina
$224K
CAL
210
Capital Analysts LLC
Pennsylvania
$224K +$477 +10 +0.2%
WPC
211
Wedmont Private Capital
Pennsylvania
$222K -$5.48K -115 -2%
NG
212
Norden Group
Utah
$218K +$227K +4,757 New
HPC
213
HM Payson & Co
Maine
$217K
LWM
214
Lyell Wealth Management
California
$214K -$100K -2,100 -31%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$213K
FFA
216
Founders Financial Alliance
North Carolina
$212K +$32.3K +678 +17%
NFS
217
NewCorp Financial Services
Georgia
$212K -$8.82K -185 -4%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$209K +$286 +6 +0.1%
WFC
219
Western Financial Corp
California
$206K +$214K +4,480 New
IFA
220
Index Fund Advisors
California
$205K +$1K +21 +0.5%
CCMI
221
Creative Capital Management Investments
California
$202K
FC
222
Fusion Capital
South Carolina
$202K +$477 +10 +0.2%
PL
223
Plancorp LLC
Missouri
$200K +$200K +4,186 New
CFFP
224
Center for Financial Planning
Michigan
$199K
CMBA
225
C.M. Bidwell & Associates
Hawaii
$199K