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

101 hedge funds and large institutions have $267M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
30
Closed
5
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
$254K +$53.7K +1,604 +27%
Raymond James Financial
52
Raymond James Financial
Florida
$238K -$12.4K -369 -5%
CG
53
CFO4Life Group
Texas
$216K +$1.71K +51 +0.8%
UBS Group
54
UBS Group
Switzerland
$202K -$281K -8,390 -58%
ECM
55
Evergreen Capital Management
Washington
$202K +$202K +6,040 New
EWA
56
EP Wealth Advisors
California
$202K +$435 +13 +0.2%
Osaic Holdings
57
Osaic Holdings
Arizona
$193K +$23.6K +704 +14%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$164K +$63.5K +1,896 +63%
MCM
59
MAI Capital Management
Ohio
$163K +$201 +6 +0.1%
PA
60
Parallel Advisors
California
$132K
Jones Financial Companies
61
Jones Financial Companies
Missouri
$129K +$26.3K +779 +26%
AF
62
Allworth Financial
California
$116K -$9.25K -266 -7%
IA
63
IFP Advisors
Florida
$111K +$109K +3,256 +6,262%
CMBA
64
C.M. Bidwell & Associates
Hawaii
$99.6K
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$77.7K +$37.5K +1,232 +93%
ACA
66
Aptus Capital Advisors
Alabama
$65.6K +$33 +1 +0.1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$63K -$908 -27 -1%
Bessemer Group
68
Bessemer Group
New Jersey
$46K -$3.54K -105 -7%
BIA
69
Bell Investment Advisors
California
$45.8K
PS
70
Principal Securities
Iowa
$42.6K
HNB
71
Huntington National Bank
Ohio
$39.2K -$37K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$34.1K -$8.91K -266 -21%
VCM
73
Versant Capital Management
Arizona
$19.4K
LI
74
LRI Investments
Florida
$17.6K
CAL
75
Capital Analysts LLC
Pennsylvania
$17K