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

96 hedge funds and large institutions have $206M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CG
51
CFO4Life Group
Texas
$253K +$2.3K +59 +0.9%
ECM
52
Evergreen Capital Management
Washington
$235K
Jones Financial Companies
53
Jones Financial Companies
Missouri
$232K +$84.1K +2,178 +57%
UBS Group
54
UBS Group
Switzerland
$226K -$9.65K -248 -4%
EWA
55
EP Wealth Advisors
California
$223K -$11.6K -297 -5%
AIM
56
Access Investment Management
Georgia
$182K +$182K +4,675 New
IA
57
IFP Advisors
Florida
$154K +$25.5K +655 +20%
PA
58
Parallel Advisors
California
$153K
Osaic Holdings
59
Osaic Holdings
Arizona
$142K -$40.3K -1,275 -22%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$137K -$514K -13,195 -79%
AF
61
Allworth Financial
California
$132K +$1.95K +50 +1%
CMBA
62
C.M. Bidwell & Associates
Hawaii
$116K
MCM
63
MAI Capital Management
Ohio
$99.9K -$89.7K -2,304 -47%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$93.4K -$5.95K -153 -6%
BIA
65
Bell Investment Advisors
California
$90.4K +$37.2K +955 +70%
LFG
66
Larson Financial Group
Missouri
$87.8K +$87.8K +2,256 New
ACA
67
Aptus Capital Advisors
Alabama
$76.3K +$39 +1 +0.1%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$72K -$1.17K -30 -2%
PS
69
Principal Securities
Iowa
$52.8K +$389 +10 +0.7%
HNB
70
Huntington National Bank
Ohio
$45.6K -$39.2K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$38.5K -$1.21K -31 -3%
AAS
72
Ameritas Advisory Services
Nebraska
$27K +$27K +693 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$26.7K -$164K -4,225 -86%
CA
74
Clearstead Advisors
Ohio
$25.6K +$9.27K +194 +57%
VCM
75
Versant Capital Management
Arizona
$22.6K