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

85 hedge funds and large institutions have $334M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
36
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$246M +$56.4M +1,532,443 +30%
CIC
2
Cutler Investment Counsel
Oregon
$9.42M +$200K +5,450 +2%
OWM
3
Opes Wealth Management
California
$9.32M -$21.9K -595 -0.2%
Invesco
4
Invesco
Georgia
$7.03M +$1.45M +39,498 +26%
Ameriprise
5
Ameriprise
Minnesota
$4.62M +$237K +6,442 +5%
DSA
6
Droms Strauss Advisors
Missouri
$3.71M -$32.4K -880 -0.9%
ACWM
7
Adams Chetwood Wealth Management
North Carolina
$3.2M +$217K +5,897 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.84M +$323K +8,769 +13%
BOTW
9
Bank of the West
California
$2.64M +$5.19K +141 +0.2%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.55M +$139K +3,766 +6%
RPSA
11
Richard P. Slaughter Associates
Texas
$2.43M +$76.4K +2,077 +3%
OPOWM
12
One Plus One Wealth Management
Florida
$2.4M -$42.5K -1,156 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.34M +$2.34M +63,689 New
OMC
14
Old Mission Capital
Illinois
$2.24M +$1.95M +52,986 +674%
Wells Fargo
15
Wells Fargo
California
$2.21M +$98.9K +2,688 +5%
Morgan Stanley
16
Morgan Stanley
New York
$2.11M +$294K +8,002 +16%
CIAS
17
CFS Investment Advisory Services
New Jersey
$1.59M -$401K -11,435 -20%
Citadel Advisors
18
Citadel Advisors
Florida
$1.57M -$952K -25,874 -38%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.35M +$134K +3,646 +11%
KW
20
KWB Wealth
California
$1.35M -$32K -869 -2%
WP
21
WealthSource Partners
California
$1.34M +$44.3K +1,204 +3%
Bank of America
22
Bank of America
North Carolina
$1.16M -$86.8K -2,357 -7%
FTUS
23
Flow Traders U.S.
New York
$1.12M +$1.12M +30,407 New
SIM
24
Studio Investment Management
Illinois
$1.1M +$397K +10,779 +57%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.09M +$30K +817 +3%