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

101 hedge funds and large institutions have $194M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 57.02%54.48% (-2.5%)

6% less funds holding

Funds holding: 107101 (-6)

6% less capital invested

Capital invested by funds: $207M → $194M (-$13.1M)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$925K +$19K +460 +2%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$901K +$177K +4,275 +25%
KA
28
Klingman & Associates
New York
$900K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$744K -$19.2K -465 -3%
BI
30
Beckerman Institutional
New Jersey
$732K -$2.27K -55 -0.3%
AC
31
AlphaCore Capital
California
$726K
RSWM
32
Robertson Stephens Wealth Management
California
$687K
ADL
33
Asset Dedication LLC
California
$643K +$1.9K +46 +0.3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$625K +$1.41K +34 +0.2%
Bank of America
35
Bank of America
North Carolina
$598K +$6.25K +151 +1%
SFA
36
Sequoia Financial Advisors
Ohio
$597K
Mariner
37
Mariner
Kansas
$572K +$7.94K +192 +1%
SM
38
Sensible Money
Arizona
$520K +$1.9K +46 +0.4%
CA
39
CoreCap Advisors
Michigan
$484K +$1.66K +40 +0.3%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$484K +$29.9K +722 +7%
WP
41
Westmount Partners
California
$477K
WN
42
Williams & Novak
California
$454K -$4.14K -100 -0.9%
IFA
43
Index Fund Advisors
California
$401K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$368K +$25K +605 +7%
JWA
45
JFS Wealth Advisors
Pennsylvania
$361K -$8.48K -205 -2%
EFG
46
Elm3 Financial Group
Georgia
$347K +$46.7K +1,130 +16%
SFS
47
Summit Financial Strategies
Ohio
$335K
Raymond James Financial
48
Raymond James Financial
Florida
$332K -$290 -7 -0.1%
Cerity Partners
49
Cerity Partners
New York
$328K +$41 +1 +0%
UBS Group
50
UBS Group
Switzerland
$326K -$10.2K -247 -3%