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

107 hedge funds and large institutions have $207M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

11% more funds holding

Funds holding: 96107 (+11)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

1% less capital invested

Capital invested by funds: $210M → $207M (-$2.21M)

1.58% less ownership

Funds ownership: 58.6%57.02% (-1.6%)

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
32
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$324K +$30.2K +753 +11%
Cerity Partners
52
Cerity Partners
New York
$320K
EFG
53
Elm3 Financial Group
Georgia
$291K +$284K +7,084 New
CG
54
CFO4Life Group
Texas
$269K +$1.69K +42 +0.6%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$245K -$361 -9 -0.1%
QCM
56
Quantinno Capital Management
New York
$219K +$214K +5,334 New
WANY
57
Wealthspire Advisors (New York)
New York
$206K +$201K +5,016 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$203K +$198K +4,940 New
AIM
59
Access Investment Management
Georgia
$192K
Osaic Holdings
60
Osaic Holdings
Arizona
$186K +$12.2K +304 +7%
IA
61
IFP Advisors
Florida
$174K +$10.9K +272 +7%
PA
62
Parallel Advisors
California
$162K
CMBA
63
C.M. Bidwell & Associates
Hawaii
$122K
AF
64
Allworth Financial
California
$122K -$17.1K -427 -13%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$121K -$23.6K -589 -17%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$115K +$15.8K +394 +16%
MCM
67
MAI Capital Management
Ohio
$106K +$201 +5 +0.2%
LFG
68
Larson Financial Group
Missouri
$106K +$12.5K +312 +14%
ACA
69
Aptus Capital Advisors
Alabama
$80.4K -$160 -4 -0.2%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$74K -$1.4K -35 -2%
BIA
71
Bell Investment Advisors
California
$69.1K -$25.8K -643 -28%
PS
72
Principal Securities
Iowa
$55.7K -$120 -3 -0.2%
BlackRock
73
BlackRock
New York
$49.9K +$48.7K +1,215 New
HNB
74
Huntington National Bank
Ohio
$48.1K
PPA
75
Painted Porch Advisors
California
$42.1K +$41K +1,023 New