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

94 hedge funds and large institutions have $428M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
29
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$294K -$34.2K -1,153 -10%
Mariner
52
Mariner
Kansas
$293K -$18.2K -615 -6%
IFA
53
Index Fund Advisors
California
$282K
SFS
54
Summit Financial Strategies
Ohio
$248K
Osaic Holdings
55
Osaic Holdings
Arizona
$223K -$112K -3,782 -33%
KFGK
56
Keystone Financial Group (Kentucky)
Kentucky
$218K -$69.3K -2,340 -24%
WG
57
Welch Group
Alabama
$201K +$201K +6,776 New
CA
58
CoreCap Advisors
Michigan
$195K +$195K +6,592 New
PA
59
Parallel Advisors
California
$117K
CMBA
60
C.M. Bidwell & Associates
Hawaii
$88.1K -$5.42K -183 -6%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$76.8K +$76.8K +2,594 New
BIA
62
Bell Investment Advisors
California
$74.1K -$8.12K -274 -10%
ACA
63
Aptus Capital Advisors
Alabama
$62.3K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$61.7K +$55.8K +1,874 +937%
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$50K -$73.8K -2,512 -60%
KTC
66
Kistler-Tiffany Companies
Pennsylvania
$49.8K -$81.1K -2,738 -62%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$47.7K +$178 +6 +0.4%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$47.1K +$17.9K +605 +61%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$47K +$12.6K +424 +36%
PMFA
70
Plante Moran Financial Advisors
Michigan
$41K
HNB
71
Huntington National Bank
Ohio
$34.7K
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$31.7K +$31.7K +1,070 New
IA
73
IFP Advisors
Florida
$29K -$10.1K -280 -26%
VNA
74
Valley National Advisers
Pennsylvania
$24K -$15.8K -532 -40%
CA
75
Clearstead Advisors
Ohio
$22.2K