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

106 hedge funds and large institutions have $202M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

5% more funds holding

Funds holding: 101106 (+5)

4% more capital invested

Capital invested by funds: $194M → $202M (+$8.1M)

0.08% more ownership

Funds ownership: 54.48%54.55% (+0.08%)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% 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
33
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$50.8K
RFP
77
Root Financial Partners
California
$42.8K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$40.5K -$3.26K -73 -7%
SFS
79
Sunrise Financial Services
Washington
$34.9K +$36K +804 New
VAI
80
Vanguard Advisers Inc
Pennsylvania
$31.4K +$32.4K +724 New
CAL
81
Capital Analysts LLC
Pennsylvania
$23K +$134 +3 +0.6%
US Bancorp
82
US Bancorp
Minnesota
$22.5K +$23.2K +519 New
VCM
83
Versant Capital Management
Arizona
$18.5K
DF
84
Dunhill Financial
United Kingdom
$15.6K
GT
85
Glenmede Trust
Pennsylvania
$13.9K
GCP
86
Gill Capital Partners
Colorado
$13.9K +$14.3K +320 New
JWM
87
JPL Wealth Management
Colorado
$13.7K +$14.1K +315 New
RF
88
RetireMitten Financial
Michigan
$12.8K +$13.2K +296 New
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$10.5K -$447 -10 -4%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$10.2K -$894 -20 -8%
ASN
91
Advisory Services Network
Georgia
$9.32K +$9.61K +215 New
MFT
92
Moisand Fitzgerald Tamayo
Florida
$8.94K
BH
93
Burk Holdings
Oklahoma
$8.63K +$8.9K +199 New
William Blair & Company
94
William Blair & Company
Illinois
$7.63K
AWM
95
AE Wealth Management
Kansas
$7.42K
CIAS
96
Capital Investment Advisory Services
North Carolina
$6.55K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$6.29K +$45 +1 +0.7%
BBHC
98
Brown Brothers Harriman & Co
New York
$5.07K
TWC
99
TD Waterhouse Canada
Ontario, Canada
$3.92K
SWM
100
Spire Wealth Management
Virginia
$3.82K