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

106 hedge funds and large institutions have $202M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

5% more funds holding

Funds holding: 101106 (+5)

4% more capital invested

Capital invested by funds: $194M → $202M (+$8.1M)

0.08% more ownership

Funds ownership: 54.48%54.55% (+0.08%)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.02M -$82.5K -1,845 -7%
VFO
27
Virtus Family Office
Texas
$968K +$998K +22,309 New
SMC
28
Smith, Moore & Co
Missouri
$965K +$13.9K +310 +1%
KA
29
Klingman & Associates
New York
$926K
BI
30
Beckerman Institutional
New Jersey
$752K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$750K -$14.8K -332 -2%
AC
32
AlphaCore Capital
California
$745K -$1.88K -42 -0.2%
RSWM
33
Robertson Stephens Wealth Management
California
$706K
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$661K +$19.3K +431 +3%
ADL
35
Asset Dedication LLC
California
$638K -$23.6K -527 -3%
Mariner
36
Mariner
Kansas
$616K +$28.6K +639 +5%
SFA
37
Sequoia Financial Advisors
Ohio
$613K
SM
38
Sensible Money
Arizona
$536K +$1.16K +26 +0.2%
Bank of America
39
Bank of America
North Carolina
$519K -$98.6K -2,205 -16%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$505K +$7.65K +171 +1%
WP
41
Westmount Partners
California
$490K
CA
42
CoreCap Advisors
Michigan
$488K -$10.3K -230 -2%
WN
43
Williams & Novak
California
$474K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$459K +$83.8K +1,875 +22%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$431K -$511K -11,437 -54%
IFA
46
Index Fund Advisors
California
$412K
CIAS
47
CFS Investment Advisory Services
New Jersey
$359K
EFG
48
Elm3 Financial Group
Georgia
$358K +$1.92K +43 +0.5%
Raymond James Financial
49
Raymond James Financial
Florida
$358K +$17.2K +384 +5%
JWA
50
JFS Wealth Advisors
Pennsylvania
$352K -$19.3K -431 -5%