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

82 hedge funds and large institutions have $276M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
30
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
C
26
Certuity
Florida
$922K
RSWM
27
Robertson Stephens Wealth Management
California
$862K
CIBC World Market
28
CIBC World Market
Ontario, Canada
$790K -$12.5K -332 -2%
SIM
29
Studio Investment Management
Illinois
$716K +$716K +19,054 New
BA
30
Bridge Advisory
California
$660K +$164K +4,356 +33%
SMC
31
Smith, Moore & Co
Missouri
$654K -$39.4K -1,049 -6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$627K +$1.35K +36 +0.2%
JWA
33
JFS Wealth Advisors
Pennsylvania
$621K -$1.24K -33 -0.2%
Goldman Sachs
34
Goldman Sachs
New York
$591K -$1.29M -34,260 -69%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$527K +$17.5K +467 +3%
LPL Financial
36
LPL Financial
California
$499K +$19.7K +524 +4%
MSWMA
37
Market Street Wealth Management Advisors
Indiana
$451K -$263 -7 -0.1%
RJA
38
Raymond James & Associates
Florida
$365K +$10K +267 +3%
SFS
39
Summit Financial Strategies
Ohio
$358K -$12.5K -332 -3%
OMC
40
Old Mission Capital
Illinois
$295K +$295K +7,860 New
Principal Financial Group
41
Principal Financial Group
Iowa
$294K +$38.3K +1,020 +15%
Creative Planning
42
Creative Planning
Kansas
$291K +$32.9K +874 +13%
PCMC
43
Paragon Capital Management (Colorado)
Colorado
$286K +$286K +7,626 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$275K -$3.31K -88 -1%
5L
45
55I LLC
Massachusetts
$250K -$14.5K -387 -5%
Osaic Holdings
46
Osaic Holdings
Arizona
$245K -$30.1K -798 -11%
KAS
47
Kestra Advisory Services
Texas
$226K +$3.83K +102 +2%
DAS
48
Dynamic Advisor Solutions
Arizona
$203K +$3.56K +95 +2%
WG
49
Welch Group
Alabama
$200K -$6.92K -184 -3%
PA
50
Parallel Advisors
California
$162K +$14K +372 +9%