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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
Bank of America
1
Bank of America
North Carolina
$131M +$17.6M +370,099 +15%
LPL Financial
2
LPL Financial
California
$63.2M +$2.21M +46,385 +3%
Morgan Stanley
3
Morgan Stanley
New York
$54.6M +$3.34M +69,979 +6%
WA
4
Waverly Advisors
Alabama
$50.9M -$856K -17,958 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$48.4M +$972K +20,399 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$47.3M +$1.69M +35,362 +4%
Wells Fargo
7
Wells Fargo
California
$42.7M +$11.9M +249,591 +37%
AIA
8
Arbor Investment Advisors
North Carolina
$36.9M +$930K +19,510 +2%
SFGP
9
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35M +$1.88M +39,387 +5%
FFA
10
First Foundation Advisors
California
$34.8M -$791K -16,599 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.3M -$3.87M -81,209 -10%
WWA
12
WCG Wealth Advisors
Nevada
$29.4M +$600K +12,596 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$19.2M -$7.96M -167,024 -29%
NRI
14
NFP Retirement Inc
California
$17.1M -$287K -6,013 -2%
Invesco
15
Invesco
Georgia
$16.5M -$5.42M -113,614 -24%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$13.5M +$60K +1,258 +0.4%
SA
17
Sanctuary Advisors
Indiana
$12.8M +$856K +17,959 +7%
EH
18
Equitable Holdings
New York
$12.7M +$5.13M +107,551 +64%
TFP
19
Traction Financial Partners
Wyoming
$12.6M +$7M +146,869 +116%
TBWA
20
Three Bridge Wealth Advisors
California
$12.3M +$74.2K +1,556 +0.6%
JWWM
21
Johnson & White Wealth Management
Pennsylvania
$12.1M +$451K +9,462 +4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$11.6M +$46.4K +973 +0.4%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5M +$12M +251,726 New
UBS Group
24
UBS Group
Switzerland
$11.2M -$660K -13,837 -5%
AC
25
AlphaCore Capital
California
$11M -$48.4K -1,016 -0.4%