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

101 hedge funds and large institutions have $194M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 57.02%54.48% (-2.5%)

6% less funds holding

Funds holding: 107101 (-6)

6% less capital invested

Capital invested by funds: $207M → $194M (-$13.1M)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
35
Closed
15
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
$42.5K +$455 +11 +1%
RFP
77
Root Financial Partners
California
$41.6K +$7.99K +193 +24%
Citigroup
78
Citigroup
New York
$32.4K +$31.8K +769 New
KAS
79
Kestra Advisory Services
Texas
$29.7K +$29.1K +704 New
CAL
80
Capital Analysts LLC
Pennsylvania
$22K +$290 +7 +1%
VCM
81
Versant Capital Management
Arizona
$18K -$6.33K -153 -26%
DF
82
Dunhill Financial
United Kingdom
$15.1K
SGK
83
Steigerwald Gordon & Koch
Virginia
$15.1K
GT
84
Glenmede Trust
Pennsylvania
$13.5K +$13.3K +321 New
CA
85
Clearstead Advisors
Ohio
$12K +$165 +4 +1%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$10.8K
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$10.6K -$5.75K -139 -36%
MFT
88
Moisand Fitzgerald Tamayo
Florida
$8.69K
William Blair & Company
89
William Blair & Company
Illinois
$7.42K +$7.28K +176 New
AWM
90
AE Wealth Management
Kansas
$7.21K
CIAS
91
Capital Investment Advisory Services
North Carolina
$6.37K
AssetMark Inc
92
AssetMark Inc
California
$6.29K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$6.08K -$331 -8 -5%
BBHC
94
Brown Brothers Harriman & Co
New York
$4.94K +$4.84K +117 New
TWC
95
TD Waterhouse Canada
Ontario, Canada
$3.75K +$3.68K +89 New
SWM
96
Spire Wealth Management
Virginia
$3.71K
MA
97
MCF Advisors
Kentucky
$3.38K +$3.31K +80 New
UBS AM
98
UBS AM
Illinois
$2.11K +$2.07K +50 New
ME
99
McIlrath & Eck
Washington
$1.32K
AP
100
Aspect Partners
Virginia
$443 -$414 -10 -48%