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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 hedge funds and large institutions have $1.07B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$131M
LPL Financial
2
LPL Financial
California
$63.2M
Morgan Stanley
3
Morgan Stanley
New York
$54.6M
WA
4
Waverly Advisors
Alabama
$50.9M
Raymond James Financial
5
Raymond James Financial
Florida
$48.4M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$47.3M
Wells Fargo
7
Wells Fargo
California
$42.7M
AIA
8
Arbor Investment Advisors
North Carolina
$36.9M
SFGP
9
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35M
FFA
10
First Foundation Advisors
California
$34.8M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.3M
WWA
12
WCG Wealth Advisors
Nevada
$29.4M
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$19.2M
NRI
14
NFP Retirement Inc
California
$17.1M
Invesco
15
Invesco
Georgia
$16.5M
Baird Financial Group
16
Baird Financial Group
Wisconsin
$13.5M
SA
17
Sanctuary Advisors
Indiana
$12.8M
EH
18
Equitable Holdings
New York
$12.7M
TFP
19
Traction Financial Partners
Wyoming
$12.6M
TBWA
20
Three Bridge Wealth Advisors
California
$12.3M
JWWM
21
Johnson & White Wealth Management
Pennsylvania
$12.1M
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$11.6M
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5M
UBS Group
24
UBS Group
Switzerland
$11.2M
AC
25
AlphaCore Capital
California
$11M