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

97 hedge funds and large institutions have $305M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$682K +$9.93K +284 +1%
BI
27
Beckerman Institutional
New Jersey
$667K +$667K +18,987 New
UBS Group
28
UBS Group
Switzerland
$660K +$359K +10,206 +119%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$597K +$8.82K +251 +1%
LPL Financial
30
LPL Financial
California
$597K -$26K -741 -4%
CC
31
Callan Capital
California
$593K
RSWM
32
Robertson Stephens Wealth Management
California
$572K
ADL
33
Asset Dedication LLC
California
$565K -$176K -4,996 -24%
SFA
34
Sequoia Financial Advisors
Ohio
$485K +$85.7K +2,439 +21%
WN
35
Williams & Novak
California
$477K -$204K -5,815 -30%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$456K -$3.73K -106 -0.8%
SM
37
Sensible Money
Arizona
$439K -$159K -4,536 -27%
Bank of America
38
Bank of America
North Carolina
$431K +$23.4K +667 +6%
Citadel Advisors
39
Citadel Advisors
Florida
$390K -$122K -3,457 -24%
Mariner
40
Mariner
Kansas
$368K +$30.3K +861 +9%
CA
41
CoreCap Advisors
Michigan
$367K +$1.06K +30 +0.3%
JWA
42
JFS Wealth Advisors
Pennsylvania
$350K +$10.3K +293 +3%
Cerity Partners
43
Cerity Partners
New York
$344K -$12.3K -351 -3%
IFA
44
Index Fund Advisors
California
$334K
AAS
45
Avantax Advisory Services
Texas
$330K +$1.83K +52 +0.6%
EFA
46
Efficient Frontier Advisors
Connecticut
$315K +$2.28K +65 +0.7%
CIAS
47
CFS Investment Advisory Services
New Jersey
$306K -$9.53K -271 -3%
SFS
48
Summit Financial Strategies
Ohio
$284K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$257K +$40.3K +1,147 +19%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$255K +$30.1K +857 +13%