PDN icon

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

50 hedge funds and large institutions have $129M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
15
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$36.4M +$145K +4,257 +0.4%
Invesco
2
Invesco
Georgia
$21.6M -$23.7M -694,408 -52%
AFA
3
Arlington Financial Advisors
California
$7.23M -$48.5K -1,410 -0.7%
CIC
4
Cutler Investment Counsel
Oregon
$6.98M +$18.3K +537 +0.3%
Bank of America
5
Bank of America
North Carolina
$6.9M +$282K +8,277 +4%
FWM
6
Frontier Wealth Management
Missouri
$6.89M +$1.14M +33,410 +20%
Wells Fargo
7
Wells Fargo
California
$5.15M -$233K -6,839 -4%
Morgan Stanley
8
Morgan Stanley
New York
$4.61M +$738K +21,637 +19%
CFA
9
Carroll Financial Associates
North Carolina
$4.19M -$452K -13,273 -10%
Ameriprise
10
Ameriprise
Minnesota
$3.88M -$811K -23,789 -17%
CCM
11
Condor Capital Management
New Jersey
$2.92M -$10.5K -307 -0.4%
BOTW
12
Bank of the West
California
$2.24M +$524K +15,382 +31%
CAN
13
Cetera Advisor Networks
California
$2.15M -$375K -10,987 -15%
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.14M -$617K -18,111 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$1.54M +$562K +16,480 +57%
TYCC
16
Texas Yale Capital Corp
Florida
$1.38M +$818K +24,000 +146%
UBS Group
17
UBS Group
Switzerland
$1.29M -$64.2K -1,883 -5%
RJA
18
Raymond James & Associates
Florida
$1.22M +$17K +498 +1%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$923K +$923K +27,074 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$917K -$77.8K -2,283 -8%
S
21
SimplyRich
California
$864K -$30K -879 -3%
F
22
F3Logic
Minnesota
$629K +$629K +18,370 New
KA
23
Klingman & Associates
New York
$628K
LPL Financial
24
LPL Financial
California
$614K +$297K +8,720 +94%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$558K +$337K +9,890 +153%