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

98 hedge funds and large institutions have $256M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$189K +$80.1K +2,534 +74%
Osaic Holdings
52
Osaic Holdings
Arizona
$160K -$601 -19 -0.4%
MCM
53
MAI Capital Management
Ohio
$154K +$154K +4,866 New
AIM
54
Access Investment Management
Georgia
$148K
PA
55
Parallel Advisors
California
$124K
AF
56
Allworth Financial
California
$117K -$26.9K -832 -19%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$96.3K +$40.1K +1,269 +71%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$95.4K +$506 +16 +0.5%
CMBA
59
C.M. Bidwell & Associates
Hawaii
$94.1K
ACA
60
Aptus Capital Advisors
Alabama
$61.9K +$221 +7 +0.4%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$60K +$49.5K +1,566 +469%
Bessemer Group
62
Bessemer Group
New Jersey
$46K +$46K +1,468 New
US Bancorp
63
US Bancorp
Minnesota
$43.4K
BIA
64
Bell Investment Advisors
California
$43.3K -$190 -6 -0.4%
PS
65
Principal Securities
Iowa
$42.6K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$41.8K -$58.9K -1,859 -58%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$40.7K -$5.12K -162 -11%
HNB
68
Huntington National Bank
Ohio
$37K -$41.2K
SIM
69
Synergy Investment Management
Florida
$21.6K +$21.6K +683 New
FFA
70
Farther Finance Advisors
California
$19.1K +$1.96K +62 +11%
VCM
71
Versant Capital Management
Arizona
$18.3K
LI
72
LRI Investments
Florida
$16.7K
CAL
73
Capital Analysts LLC
Pennsylvania
$16K
BA
74
Bristlecone Advisors
Washington
$14.7K +$158 +5 +1%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$14.4K