PDN icon

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

85 hedge funds and large institutions have $334M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
36
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$256K -$13.1K -357 -5%
QCIG
52
Quad-Cities Investment Group
Iowa
$255K +$255K +6,940 New
IWM
53
IHT Wealth Management
Illinois
$239K +$239K +6,501 New
KAS
54
Kestra Advisory Services
Texas
$223K +$1.69K +46 +0.8%
DAS
55
Dynamic Advisor Solutions
Arizona
$205K +$5.45K +148 +3%
KTC
56
Kistler-Tiffany Companies
Pennsylvania
$165K +$143K +3,888 +663%
PA
57
Parallel Advisors
California
$159K +$111 +3 +0.1%
CA
58
CoreCap Advisors
Michigan
$149K +$149K +4,051 New
BIA
59
Bell Investment Advisors
California
$142K +$221 +6 +0.2%
UBS Group
60
UBS Group
Switzerland
$141K +$4.63K +126 +3%
CMBA
61
C.M. Bidwell & Associates
Hawaii
$116K
AF
62
Allworth Financial
California
$102K +$11.9K +324 +13%
CFA
63
Carroll Financial Associates
North Carolina
$100K -$12.5K -340 -11%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$74K -$14.6K -395 -16%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$62K +$4.65K +127 +8%
RK
66
Rather & Kittrell
Tennessee
$55K +$55K +1,518 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$44K -$112 -3 -0.3%
AF
68
Advisornet Financial
Minnesota
$44K +$44K +1,198 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$26K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$19K +$9.54K +255 +101%
GT
71
Glenmede Trust
Pennsylvania
$17K
VCM
72
Versant Capital Management
Arizona
$16K -$712 -19 -4%
JWBC
73
John W. Brooker & Co
California
$16K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$9K +$1.97K +56 +28%
MFT
75
Moisand Fitzgerald Tamayo
Florida
$8K