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

97 hedge funds and large institutions have $305M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$229K +$105 +3 +0%
CG
52
CFO4Life Group
Texas
$223K +$1.58K +45 +0.7%
KFGK
53
Keystone Financial Group (Kentucky)
Kentucky
$215K +$215K +6,104 New
ECM
54
Evergreen Capital Management
Washington
$212K +$212K +6,040 New
KAS
55
Kestra Advisory Services
Texas
$204K +$204K +5,805 New
Osaic Holdings
56
Osaic Holdings
Arizona
$178K -$2.53K -72 -1%
AIM
57
Access Investment Management
Georgia
$164K
AF
58
Allworth Financial
California
$156K -$88K -2,503 -36%
PA
59
Parallel Advisors
California
$138K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$121K +$25.7K +732 +27%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$112K
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$105K -$5.48K -156 -5%
CMBA
63
C.M. Bidwell & Associates
Hawaii
$105K
ACA
64
Aptus Capital Advisors
Alabama
$68.6K +$11.1K +317 +19%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$62.4K +$62.4K +1,775 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$50.9K +$50.9K +1,448 New
BIA
67
Bell Investment Advisors
California
$48.3K -$2.07K -59 -4%
US Bancorp
68
US Bancorp
Minnesota
$48.2K +$48.2K +1,371 New
PS
69
Principal Securities
Iowa
$47.3K
HNB
70
Huntington National Bank
Ohio
$41.2K -$37.8K
LFG
71
Larson Financial Group
Missouri
$24.1K +$21.6K +614 +853%
VCM
72
Versant Capital Management
Arizona
$20.4K
FFA
73
Farther Finance Advisors
California
$19.1K +$18.7K +533 +5,922%
CAL
74
Capital Analysts LLC
Pennsylvania
$18K
LI
75
LRI Investments
Florida
$16.9K