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

85 hedge funds and large institutions have $334M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
36
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +193 New
CIAS
77
Capital Investment Advisory Services
North Carolina
$6K +$6K +151 New
BlackRock
78
BlackRock
New York
$5K
TF
79
TimeScale Financial
Massachusetts
$4K +$4K +118 New
CA
80
Clearstead Advisors
Ohio
$3K
WT
81
Washington Trust
Rhode Island
$3K
TWC
82
TD Waterhouse Canada
Ontario, Canada
$1.84K +$1.84K +39 New
IA
83
IFP Advisors
Florida
$1K +$1K +1 New
UB
84
UMB Bank
Missouri
$1K +$1K +24 New
Citigroup
85
Citigroup
New York
$1K +$889 +24 +800%
CST
86
Charles Schwab Trust
Nevada
-$2.92M -77,777 Closed
Goldman Sachs
87
Goldman Sachs
New York
-$591K -15,740 Closed
Principal Financial Group
88
Principal Financial Group
Iowa
-$294K -7,830 Closed
WG
89
Welch Group
Alabama
-$200K -5,315 Closed
SFP
90
Sterling Financial Planning
New Jersey
-$123K -3,285 Closed
VCM
91
Vigilant Capital Management
Maine
-$41K -1,098 Closed
AWM
92
Avior Wealth Management
Nebraska
-$19K -512 Closed
GWS
93
Glassman Wealth Services
Virginia
-$19K -500 Closed
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
-$13K -354 Closed
BW
95
Bison Wealth
Georgia
-$11K -300 Closed
ICM
96
Islay Capital Management
Texas
-$4K -100 Closed
Barclays
97
Barclays
United Kingdom
-$3K -93 Closed
NFSG
98
Newbridge Financial Services Group
Florida
-$3K -74 Closed
EI
99
Ellevest Inc
New York
-$2K -61 Closed
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
-$1K -51 Closed