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Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF

93 hedge funds and large institutions have $202M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$102M 2,613,037 -2,897,007 -53%
Invesco
2
Invesco
Georgia
$9.54M 245,027 -216,643 -47%
OWM
3
Opes Wealth Management
California
$7.77M 199,641 -40 -0%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$7.51M 193,073 +179,896 +1,365%
LPL Financial
5
LPL Financial
California
$7.41M 190,463 +173,415 +1,017%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.23M 185,685 -1,644 -0.9%
Citadel Advisors
7
Citadel Advisors
Florida
$5.78M 148,570 +39,623 +36%
CIC
8
Cutler Investment Counsel
Oregon
$4.49M 115,253 -20,750 -15%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.31M 110,868 +2,206 +2%
DSA
10
Droms Strauss Advisors
Missouri
$4.23M 108,654 -1,710 -2%
Jane Street
11
Jane Street
New York
$4.13M 106,036 +74,345 +235%
Goldman Sachs
12
Goldman Sachs
New York
$3.97M 102,092 +102,092 New
Ameriprise
13
Ameriprise
Minnesota
$3.84M 98,654 +4,476 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2M 51,344 +6,186 +14%
Morgan Stanley
15
Morgan Stanley
New York
$1.83M 47,117 +3,658 +8%
KW
16
KWB Wealth
California
$1.72M 51,289 -5,126 -9%
MWM
17
Modern Wealth Management
Kansas
$1.54M 39,687 -5,301 -12%
SIM
18
Studio Investment Management
Illinois
$1.27M 32,575 -571 -2%
CST
19
Charles Schwab Trust
Nevada
$1.19M 30,654 -1,058 -3%
Wells Fargo
20
Wells Fargo
California
$1.16M 29,681 +497 +2%
LSA
21
L & S Advisors
California
$1.09M 27,977 +2,585 +10%
Creative Planning
22
Creative Planning
Kansas
$1.08M 27,747 -3,210 -10%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.03M 26,532 +2,176 +9%
KA
24
Klingman & Associates
New York
$923K 23,721
SMC
25
Smith, Moore & Co
Missouri
$832K 21,367 -135 -0.6%