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Invesco FTSE RAFI US 1500 Small-Mid ETF

294 hedge funds and large institutions have $977M 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, 95 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $867M → $977M (+$109M)

3% more funds holding

Funds holding: 285294 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.66% less ownership

Funds ownership: 36.48%34.82% (-1.7%)

Holders
294
Holders Change
+9
Holders Change %
+3.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$115M +$930K +21,438 +0.9%
LPL Financial
2
LPL Financial
California
$55.3M +$2.56M +58,937 +5%
WA
3
Waverly Advisors
Alabama
$52.5M -$1.46M -33,640 -3%
Morgan Stanley
4
Morgan Stanley
New York
$49.5M -$459K -10,583 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$47M +$61.5K +1,418 +0.1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$44.1M +$23.7M +547,424 +129%
FFA
7
First Foundation Advisors
California
$36.6M -$5.43M -125,074 -13%
AIA
8
Arbor Investment Advisors
North Carolina
$35.2M -$5.35M -123,252 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$33.1M -$4.85M -111,813 -13%
SFGP
10
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$31.4M +$416K +9,580 +1%
Wells Fargo
11
Wells Fargo
California
$30.5M -$631K -14,550 -2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$787K +18,135 +4%
Invesco
13
Invesco
Georgia
$20.7M +$4.47M +102,983 +29%
NRI
14
NFP Retirement Inc
California
$17.6M +$3.04K +70 +0%
SA
15
Sanctuary Advisors
Indiana
$13.4M +$11.1M +254,727 +617%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$13.3M -$189K -4,356 -1%
UBS Group
17
UBS Group
Switzerland
$13.2M -$9.35M -215,543 -43%
AC
18
AlphaCore Capital
California
$12.2M +$106K +2,439 +0.9%
TBWA
19
Three Bridge Wealth Advisors
California
$12.1M +$910K +20,972 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.7M -$65.6K -1,512 -0.6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$11.4M -$196K -4,523 -2%
JWWM
22
Johnson & White Wealth Management
Pennsylvania
$10.8M +$235K +5,427 +2%
Mariner
23
Mariner
Kansas
$10.7M -$130K -2,997 -1%
WWA
24
WCG Wealth Advisors
Nevada
$10.3M -$1.16M -26,687 -10%
DAS
25
Dynamic Advisor Solutions
Arizona
$9.96M +$59.6K +1,373 +0.6%