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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

279 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$794M
2
AAS
2
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
4
Invesco
Georgia
$18.9M
5
VP
5
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
LPL Financial
3
LPL Financial
California
$41M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$794M 20,959,358 +1,274,728 +6%
Bank of America
2
Bank of America
North Carolina
$97.1M 2,563,399 -48,175 -2%
WA
3
Waverly Advisors
Alabama
$46.6M 1,230,237 -90,823 -7%
Morgan Stanley
4
Morgan Stanley
New York
$42.1M 1,111,281 -14,257 -1%
LPL Financial
5
LPL Financial
California
$41M 1,083,891 -155,714 -13%
Raymond James Financial
6
Raymond James Financial
Florida
$38.7M 1,021,350 +11,897 +1%
FFA
7
First Foundation Advisors
California
$38.4M 1,013,774 -92,128 -8%
AIA
8
Arbor Investment Advisors
North Carolina
$33.5M 884,992 +21,330 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$27.6M 727,681 +36,502 +5%
Wells Fargo
10
Wells Fargo
California
$26.5M 699,544 -70,695 -9%
UBS Group
11
UBS Group
Switzerland
$25.6M 675,763 -732 -0.1%
SFG
12
Stonebridge Financial Group
Pennsylvania
$25.4M 670,623 +43,065 +7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$19.9M 525,359 -10,135 -2%
AAS
14
Avantax Advisory Services
Texas
$19.2M 505,921 +95,537 +23%
Invesco
15
Invesco
Georgia
$18.9M 499,514 +53,031 +12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$16.3M 431,612 +3,942 +0.9%
NRI
17
NFP Retirement Inc
California
$15.5M 410,338 -10,160 -2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$11.2M 295,448 -4,284 -1%
CC
19
Callan Capital
California
$10.3M 271,234 -5,705 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.61M 253,774 -3,856 -1%
Mariner
21
Mariner
Kansas
$9.57M 252,830 -5,734 -2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$9.49M 250,632 -8,133 -3%
JWWM
23
Johnson & White Wealth Management
Pennsylvania
$8.69M 229,594 +9,922 +5%
EH
24
Equitable Holdings
New York
$8.24M 217,513 +24,847 +13%
DAS
25
Dynamic Advisor Solutions
Arizona
$7.93M 209,521 +18,885 +10%
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