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

101 hedge funds and large institutions have $194M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 57.02%54.48% (-2.5%)

6% less funds holding

Funds holding: 107101 (-6)

6% less capital invested

Capital invested by funds: $207M → $194M (-$13.1M)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
CFS Investment Advisory Services
New Jersey
$324K -$7.61K -184 -2%
BCI
52
Brinker Capital Investments
Pennsylvania
$313K +$307K +7,414 New
MGW
53
MB Generational Wealth
Washington
$304K -$43.2K -1,044 -13%
QCM
54
Quantinno Capital Management
New York
$297K +$70.5K +1,705 +32%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$287K +$33.9K +820 +14%
CG
56
CFO4Life Group
Texas
$280K +$3.19K +77 +1%
WANY
57
Wealthspire Advisors (New York)
New York
$212K
Truist Financial
58
Truist Financial
North Carolina
$200K +$196K +4,746 New
AIM
59
Access Investment Management
Georgia
$192K
Osaic Holdings
60
Osaic Holdings
Arizona
$188K -$4.63K -112 -2%
IA
61
IFP Advisors
Florida
$183K +$4.14K +100 +2%
PA
62
Parallel Advisors
California
$166K
CMBA
63
C.M. Bidwell & Associates
Hawaii
$126K
LFG
64
Larson Financial Group
Missouri
$108K
MCM
65
MAI Capital Management
Ohio
$102K -$6K -145 -6%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$92.4K -$24.9K -602 -22%
ACA
67
Aptus Capital Advisors
Alabama
$83.7K +$1.16K +28 +1%
AF
68
Allworth Financial
California
$79K -$45.1K -1,090 -37%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$76K
BIA
70
Bell Investment Advisors
California
$70.5K -$331 -8 -0.5%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$69.9K -$53.2K -1,286 -44%
FFA
72
Farther Finance Advisors
California
$53K +$41K +991 +374%
BlackRock
73
BlackRock
New York
$52.3K +$993 +24 +2%
HNB
74
Huntington National Bank
Ohio
$49.4K
JP Morgan Chase
75
JP Morgan Chase
New York
$45.8K +$16.5K +399 +58%