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

105 hedge funds and large institutions have $204M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.94M
2 +$2.85M
3 +$896K
4
Morgan Stanley
Morgan Stanley
New York
+$295K
5
EFG
Elm3 Financial Group
Georgia
+$291K

Top Sellers

1 -$11.1M
2 -$3.45M
3 -$3.32M
4
Goldman Sachs
Goldman Sachs
New York
-$2.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$28.5K
JP Morgan Chase
77
JP Morgan Chase
New York
$28.2K
VCM
78
Versant Capital Management
Arizona
$23.8K
LI
79
LRI Investments
Florida
$21.7K
CAL
80
Capital Analysts LLC
Pennsylvania
$21K
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$16K
DF
82
Dunhill Financial
United Kingdom
$14.8K
SGK
83
Steigerwald Gordon & Koch
Virginia
$14.8K
HI
84
Harbour Investments
Wisconsin
$13.6K
GIM
85
Glenmede Investment Management
Pennsylvania
$13.2K
JWM
86
JPL Wealth Management
Colorado
$12.9K
CA
87
Clearstead Advisors
Ohio
$11.6K
FFA
88
Farther Finance Advisors
California
$10.9K
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$10.5K
ASN
90
Advisory Services Network
Georgia
$8.84K
TCM
91
TruNorth Capital Management
Michigan
$8.8K
GWSG
92
GPS Wealth Strategies Group
Colorado
$8.69K
MFT
93
Moisand Fitzgerald Tamayo
Florida
$8.47K
AWM
94
AE Wealth Management
Kansas
$7.03K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$6.25K
CIAS
96
Capital Investment Advisory Services
North Carolina
$6.21K
AssetMark Inc
97
AssetMark Inc
California
$6.13K
BL
98
BFSG LLC
California
$6K
SWM
99
Spire Wealth Management
Virginia
$3.62K
AWM
100
Accredited Wealth Management
Kentucky
$3.29K