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Invesco FTSE RAFI US 1500 Small-Mid ETF

314 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: 293314 (+21)

5.24% more ownership

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

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
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
Bank of America
1
Bank of America
North Carolina
$114M -$1.52M -33,240 -1%
LPL Financial
2
LPL Financial
California
$61.1M +$5.25M +114,759 +9%
WA
3
Waverly Advisors
Alabama
$51.7M -$1.25M -27,410 -2%
Morgan Stanley
4
Morgan Stanley
New York
$51.4M +$1.39M +30,520 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$47.5M -$75K -1,641 -0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$45.7M +$1.12M +24,514 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36M +$2.6M +56,987 +8%
AIA
8
Arbor Investment Advisors
North Carolina
$36M +$384K +8,406 +1%
FFA
9
First Foundation Advisors
California
$35.6M -$1.36M -29,690 -4%
SFGP
10
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$33.2M +$1.45M +31,792 +5%
Wells Fargo
11
Wells Fargo
California
$31.3M +$414K +9,061 +1%
WWA
12
WCG Wealth Advisors
Nevada
$28.8M +$18.3M +399,995 +176%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$27.5M +$4.09M +89,411 +18%
Invesco
14
Invesco
Georgia
$21.7M +$764K +16,711 +4%
NRI
15
NFP Retirement Inc
California
$17.4M -$367K -8,022 -2%
AF
16
Align Financial
Minnesota
$16.2M +$742K +16,245 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$13.5M +$26.2K +573 +0.2%
TBWA
18
Three Bridge Wealth Advisors
California
$12.2M -$75.6K -1,654 -0.6%
SA
19
Sanctuary Advisors
Indiana
$11.9M -$1.64M -35,801 -12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.9M +$81.4K +1,781 +0.7%
UBS Group
21
UBS Group
Switzerland
$11.8M -$1.52M -33,152 -11%
JWWM
22
Johnson & White Wealth Management
Pennsylvania
$11.7M +$801K +17,523 +7%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$11.5M +$52.3K +1,144 +0.5%
AC
24
AlphaCore Capital
California
$11M -$1.26M -27,467 -10%
Mariner
25
Mariner
Kansas
$10.5M -$303K -6,639 -3%