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

106 hedge funds and large institutions have $202M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

5% more funds holding

Funds holding: 101106 (+5)

4% more capital invested

Capital invested by funds: $194M → $202M (+$8.1M)

0.08% more ownership

Funds ownership: 54.48%54.55% (+0.08%)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$338K -$45 -1 -0%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$334K +$50.2K +1,123 +16%
UBS Group
53
UBS Group
Switzerland
$326K -$9.39K -210 -3%
QCM
54
Quantinno Capital Management
New York
$313K +$8.23K +184 +3%
MGW
55
MB Generational Wealth
Washington
$313K
CG
56
CFO4Life Group
Texas
$289K +$1.92K +43 +0.6%
SFS
57
Summit Financial Strategies
Ohio
$284K -$62.9K -1,407 -18%
BIG
58
Brooklyn Investment Group
New York
$271K +$279K +6,243 New
WANY
59
Wealthspire Advisors (New York)
New York
$218K
Truist Financial
60
Truist Financial
North Carolina
$206K
AIM
61
Access Investment Management
Georgia
$203K
IA
62
IFP Advisors
Florida
$197K +$8.94K +200 +5%
PA
63
Parallel Advisors
California
$171K
Osaic Holdings
64
Osaic Holdings
Arizona
$149K -$45.2K -1,010 -23%
BlackRock
65
BlackRock
New York
$136K +$84.6K +1,892 +153%
CMBA
66
C.M. Bidwell & Associates
Hawaii
$129K
LFG
67
Larson Financial Group
Missouri
$111K +$89 +2 +0.1%
MCM
68
MAI Capital Management
Ohio
$105K +$179 +4 +0.2%
ACA
69
Aptus Capital Advisors
Alabama
$86.1K +$45 +1 +0.1%
AF
70
Allworth Financial
California
$83.9K +$2.73K +61 +3%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$78.4K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$78K +$6.26K +140 +8%
BIA
73
Bell Investment Advisors
California
$72.5K
JP Morgan Chase
74
JP Morgan Chase
New York
$59.2K +$14.5K +324 +30%
FFA
75
Farther Finance Advisors
California
$55.3K -$45 -1 -0.1%