PDN icon

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

59 hedge funds and large institutions have $223M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
18
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$355K -$92.5K -4,005 -21%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$318K -$2.85K -124 -0.9%
ATC
28
Argent Trust Co
Tennessee
$259K +$1.29K +56 +0.5%
MHS
29
M Holdings Securities
Oregon
$244K +$1.9K +82 +0.8%
UCFA
30
United Capital Financial Advisors
Texas
$226K
CWM
31
Cedar Wealth Management
California
$160K +$160K +6,930 New
WG
32
Welch Group
Alabama
$128K +$29.3K +1,265 +30%
CFA
33
Carroll Financial Associates
North Carolina
$119K -$9.68K -421 -8%
PA
34
Parallel Advisors
California
$90K
Osaic Holdings
35
Osaic Holdings
Arizona
$80K +$80K +3,435 New
AF
36
Allworth Financial
California
$63K +$63K +2,718 New
CCM
37
Covington Capital Management
California
$45K
PO
38
Private Ocean
California
$31K -$83.2K -3,635 -73%
CMBA
39
C.M. Bidwell & Associates
Hawaii
$31K -$29.3K -1,279 -49%
GWS
40
Glassman Wealth Services
Virginia
$25K +$13.5K +590 +118%
SF
41
Synovus Financial
Georgia
$15K
GT
42
Glenmede Trust
Pennsylvania
$15K
MRCM
43
M&R Capital Management
New Jersey
$13K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$12K +$2.12K +90 +21%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$12K +$8.9K +384 +287%
MA
46
MCF Advisors
Kentucky
$10K
FPFS
47
First Personal Financial Services
North Carolina
$8K +$8K +357 New
VCM
48
Versant Capital Management
Arizona
$6K -$13.1K -583 -69%
SMG
49
Spectrum Management Group
Indiana
$6K
AF
50
Advisornet Financial
Minnesota
$5K