PDN icon

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

30 hedge funds and large institutions have $69.1M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$25.2M +$25.2M +995,540 New
Wells Fargo
2
Wells Fargo
California
$11.8M +$362K +14,294 +3%
Invesco
3
Invesco
Georgia
$5.95M +$1.57M +61,899 +36%
FWM
4
Frontier Wealth Management
Missouri
$5.9M +$215K +8,505 +4%
Bank of America
5
Bank of America
North Carolina
$3.74M +$153K +6,041 +4%
JWA
6
JFS Wealth Advisors
Pennsylvania
$3.32M +$216K +8,544 +7%
Morgan Stanley
7
Morgan Stanley
New York
$2.95M +$1.7M +66,967 +136%
Goldman Sachs
8
Goldman Sachs
New York
$1.93M -$646K -25,534 -25%
UBS Group
9
UBS Group
Switzerland
$1.89M -$361K -14,265 -16%
BOTW
10
Bank of the West
California
$1.26M -$26.9K -1,063 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$882K -$174K -6,870 -17%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$664K -$24.9K -982 -4%
MHS
13
M Holdings Securities
Oregon
$600K +$17.2K +678 +3%
CIC
14
Cutler Investment Counsel
Oregon
$459K +$8K +316 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$420K +$420K +16,592 New
Ameriprise
16
Ameriprise
Minnesota
$370K +$370K +14,626 New
CAN
17
Cetera Advisor Networks
California
$328K
KA
18
Klingman & Associates
New York
$303K
CPO
19
Cerity Partners OCIO
New York
$258K +$1.72K +68 +0.7%
SWP
20
Stratos Wealth Partners
Ohio
$235K +$235K +9,300 New
SPC
21
Sigma Planning Corp
Michigan
$234K +$25 +1 +0%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$188K -$185K -7,275 -50%
NFG
23
Next Financial Group
Texas
$77K
TRCT
24
Tower Research Capital (TRC)
New York
$68K +$68K +2,700 New
GT
25
Glenmede Trust
Pennsylvania
$37K