We are live on ! Find out more
PDN icon

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

107 hedge funds and large institutions have $207M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

11% more funds holding

Funds holding: 96107 (+11)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

1% less capital invested

Capital invested by funds: $210M → $207M (-$2.21M)

1.58% less ownership

Funds ownership: 58.6%57.02% (-1.6%)

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
32
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$40.9K +$281 +7 +0.7%
RFP
77
Root Financial Partners
California
$32.6K +$31.8K +793 New
AAS
78
Ameritas Advisory Services
Nebraska
$28.5K
JP Morgan Chase
79
JP Morgan Chase
New York
$28.2K
VCM
80
Versant Capital Management
Arizona
$23.8K
LI
81
LRI Investments
Florida
$21.7K
CAL
82
Capital Analysts LLC
Pennsylvania
$21K +$120 +3 +0.6%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$16K +$4.89K +122 +46%
DF
84
Dunhill Financial
United Kingdom
$14.8K
SGK
85
Steigerwald Gordon & Koch
Virginia
$14.8K +$14.4K +359 New
HI
86
Harbour Investments
Wisconsin
$13.6K
GIM
87
Glenmede Investment Management
Pennsylvania
$13.2K
JWM
88
JPL Wealth Management
Colorado
$12.9K +$12.6K +315 New
CA
89
Clearstead Advisors
Ohio
$11.6K -$10.2K -255 -48%
FFA
90
Farther Finance Advisors
California
$10.9K +$2.21K +55 +26%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$10.5K
ASN
92
Advisory Services Network
Georgia
$8.84K +$8.63K +215 New
TCM
93
TruNorth Capital Management
Michigan
$8.8K
GWSG
94
GPS Wealth Strategies Group
Colorado
$8.69K
MFT
95
Moisand Fitzgerald Tamayo
Florida
$8.47K
AWM
96
AE Wealth Management
Kansas
$7.03K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$6.25K +$6.1K +152 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$6.21K
AssetMark Inc
99
AssetMark Inc
California
$6.13K +$5.98K +149 New
BL
100
BFSG LLC
California
$6K