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

75 hedge funds and large institutions have $274M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
29
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
26
Robertson Stephens Wealth Management
California
$879K
CIBC World Market
27
CIBC World Market
Ontario, Canada
$818K -$22.3K -583 -3%
CRI
28
Colonial River Investments
Virginia
$816K +$55K +1,439 +7%
Jane Street
29
Jane Street
New York
$714K +$714K +18,646 New
SMC
30
Smith, Moore & Co
Missouri
$706K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$637K +$8.61K +225 +1%
JWA
32
JFS Wealth Advisors
Pennsylvania
$634K +$497 +13 +0.1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$519K -$17.3K -452 -3%
BA
34
Bridge Advisory
California
$506K +$506K +13,227 New
LPL Financial
35
LPL Financial
California
$489K +$131K +3,424 +37%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$459K +$38.7K +1,013 +9%
SFS
37
Summit Financial Strategies
Ohio
$378K +$378K +9,865 New
RJA
38
Raymond James & Associates
Florida
$362K -$31K -810 -8%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$283K -$497 -13 -0.2%
Osaic Holdings
40
Osaic Holdings
Arizona
$280K +$78.5K +2,046 +39%
5L
41
55I LLC
Massachusetts
$269K +$4.93K +129 +2%
Creative Planning
42
Creative Planning
Kansas
$263K +$52.1K +1,360 +25%
Principal Financial Group
43
Principal Financial Group
Iowa
$261K +$261K +6,810 New
KAS
44
Kestra Advisory Services
Texas
$226K +$10.3K +270 +5%
WG
45
Welch Group
Alabama
$210K +$802 +21 +0.4%
DAS
46
Dynamic Advisor Solutions
Arizona
$204K +$204K +5,320 New
PA
47
Parallel Advisors
California
$151K
UBS Group
48
UBS Group
Switzerland
$136K +$1.38K +36 +1%
CMBA
49
C.M. Bidwell & Associates
Hawaii
$121K
CFA
50
Carroll Financial Associates
North Carolina
$117K