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

96 hedge funds and large institutions have $400M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
18
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$33.8K
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$33.1K +$13.3K +411 +68%
FHA
78
First Horizon Advisors
Tennessee
$31.9K +$31.9K +983 New
IGWM
79
ICA Group Wealth Management
Colorado
$19.3K +$19.3K +593 New
VCM
80
Versant Capital Management
Arizona
$18.8K -$5K -154 -21%
ASN
81
Advisory Services Network
Georgia
$14.1K +$14.1K +435 New
CA
82
Clearstead Advisors
Ohio
$11.1K -$11.1K -342 -50%
William Blair & Company
83
William Blair & Company
Illinois
$11K
GT
84
Glenmede Trust
Pennsylvania
$10.4K
LFG
85
Larson Financial Group
Missouri
$10.1K -$46.7K -1,437 -82%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$7.6K +$7.6K +234 New
EWA
87
EverSource Wealth Advisors
Alabama
$7.5K +$4.39K +135 +141%
AP
88
Aspect Partners
Virginia
$7.08K +$7.08K +218 New
GWSG
89
GPS Wealth Strategies Group
Colorado
$6.87K
MFT
90
Moisand Fitzgerald Tamayo
Florida
$6.69K
CIAS
91
Capital Investment Advisory Services
North Carolina
$4.9K
BL
92
BFSG LLC
California
$4.74K +$4.74K +146 New
AC
93
AlphaCore Capital
California
$3.25K -$23.5K -722 -88%
T
94
Tidemark
California
$3.25K +$3.25K +100 New
PMFA
95
Plante Moran Financial Advisors
Michigan
$1.98K -$44.9K -1,384 -96%
FFA
96
Farther Finance Advisors
California
$292 -$3.6K -111 -93%
IA
97
IFP Advisors
Florida
$32
C
98
Certuity
Florida
-$738K -24,986 Closed
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
-$232K -7,864 Closed
VNA
100
Valley National Advisers
Pennsylvania
-$24K -807 Closed