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

86 hedge funds and large institutions have $375M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
51
Summit Financial Strategies
Ohio
$238K
QCIG
52
Quad-Cities Investment Group
Iowa
$235K -$220K -7,442 -48%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$232K +$232K +7,864 New
Osaic Holdings
54
Osaic Holdings
Arizona
$139K +$10K +340 +8%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$128K +$63.1K +2,135 +97%
PA
56
Parallel Advisors
California
$116K
CMBA
57
C.M. Bidwell & Associates
Hawaii
$87.9K
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$79.8K +$591 +20 +0.7%
S
59
SignatureFD
Georgia
$79.2K
BIA
60
Bell Investment Advisors
California
$55.2K -$18.3K -620 -25%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$52K +$29 +1 +0.1%
LFG
62
Larson Financial Group
Missouri
$51.6K +$40.4K +1,367 +359%
NCM
63
Northwest Capital Management
Oregon
$48.5K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$46.6K -$236 -8 -0.5%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$44.1K -$4.17K -141 -9%
PMFA
66
Plante Moran Financial Advisors
Michigan
$42.7K +$1.8K +61 +4%
HNB
67
Huntington National Bank
Ohio
$34.6K -$36.1K
Comerica Bank
68
Comerica Bank
Texas
$30.8K +$30.8K +1,041 New
AC
69
AlphaCore Capital
California
$24.3K +$21.3K +722 +722%
VNA
70
Valley National Advisers
Pennsylvania
$24K
SSB
71
Sandy Spring Bank
Maryland
$22.1K
VCM
72
Versant Capital Management
Arizona
$21.7K
CA
73
Clearstead Advisors
Ohio
$20.2K +$10.1K +342 +100%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$17.9K +$7.71K +261 +75%
William Blair & Company
75
William Blair & Company
Illinois
$9.99K +$9.99K +338 New