PDN icon

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

96 hedge funds and large institutions have $403M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$273K +$273K +8,888 New
AAS
52
Avantax Advisory Services
Texas
$273K -$549K -17,834 -67%
LPL Financial
53
LPL Financial
California
$269K +$11.8K +384 +5%
SFS
54
Summit Financial Strategies
Ohio
$249K -$9.24K -300 -4%
RPSA
55
Richard P. Slaughter Associates
Texas
$241K +$30.4K +987 +14%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$233K -$18.4K -596 -7%
KFGK
57
Keystone Financial Group (Kentucky)
Kentucky
$218K +$218K +7,094 New
HAS
58
HBW Advisory Services
California
$214K -$1.57K -51 -0.7%
WG
59
Welch Group
Alabama
$209K -$832 -27 -0.4%
Osaic Holdings
60
Osaic Holdings
Arizona
$135K -$96.2K -3,124 -42%
PA
61
Parallel Advisors
California
$121K
CMBA
62
C.M. Bidwell & Associates
Hawaii
$91.6K
GJIA
63
Glass Jacobson Investment Advisors
Maryland
$82.6K +$82.6K +2,682 New
S
64
SignatureFD
Georgia
$82.6K +$82.6K +2,682 New
BIA
65
Bell Investment Advisors
California
$76.7K -$370 -12 -0.5%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$67.8K +$13.5K +439 +25%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$54K +$50.2K +1,643 +1,314%
KTC
68
Kistler-Tiffany Companies
Pennsylvania
$51.7K
NCM
69
Northwest Capital Management
Oregon
$50.6K +$50.6K +1,643 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$50.4K +$431 +14 +0.9%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$48.8K -$10.4K -339 -18%
PMFA
72
Plante Moran Financial Advisors
Michigan
$42.6K
HNB
73
Huntington National Bank
Ohio
$36.1K -$36.3K
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$35.3K -$64.1K -2,080 -64%
SF
75
Safeguard Financial
Wisconsin
$28K +$28K +913 New