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

107 hedge funds and large institutions have $207M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

11% more funds holding

Funds holding: 96107 (+11)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

1% less capital invested

Capital invested by funds: $210M → $207M (-$2.21M)

1.58% less ownership

Funds ownership: 58.6%57.02% (-1.6%)

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
32
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$896K +$874K +21,784 New
SMC
27
Smith, Moore & Co
Missouri
$883K +$4.29K +107 +0.5%
KA
28
Klingman & Associates
New York
$877K -$95.4K -2,379 -10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$744K -$17.8K -443 -2%
BI
30
Beckerman Institutional
New Jersey
$715K -$83.3K -2,077 -11%
AC
31
AlphaCore Capital
California
$708K +$1.69K +42 +0.2%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$703K -$9.19K -229 -1%
RSWM
33
Robertson Stephens Wealth Management
California
$669K
ADL
34
Asset Dedication LLC
California
$625K +$34.1K +851 +6%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$608K +$66.8K +1,664 +13%
SFA
36
Sequoia Financial Advisors
Ohio
$581K
Bank of America
37
Bank of America
North Carolina
$576K -$112K -2,781 -17%
Mariner
38
Mariner
Kansas
$550K +$67.5K +1,682 +14%
SM
39
Sensible Money
Arizona
$505K +$1.04K +26 +0.2%
CA
40
CoreCap Advisors
Michigan
$470K -$20.4K -508 -4%
WP
41
Westmount Partners
California
$466K
WN
42
Williams & Novak
California
$446K -$89.7K -2,235 -17%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$442K +$28.9K +720 +7%
IFA
44
Index Fund Advisors
California
$391K
JWA
45
JFS Wealth Advisors
Pennsylvania
$360K +$321 +8 +0.1%
MGW
46
MB Generational Wealth
Washington
$339K +$331K +8,250 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$333K +$11K +275 +4%
UBS Group
48
UBS Group
Switzerland
$328K +$87.7K +2,186 +38%
SFS
49
Summit Financial Strategies
Ohio
$327K -$4.73K -118 -1%
CIAS
50
CFS Investment Advisory Services
New Jersey
$326K +$562 +14 +0.2%