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

86 hedge funds and large institutions have $375M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$262M -$6.23M -210,869 -2%
Invesco
2
Invesco
Georgia
$34.1M -$1.14M -38,752 -3%
FTUS
3
Flow Traders U.S.
New York
$10M -$1.12M -37,856 -10%
CIC
4
Cutler Investment Counsel
Oregon
$8.26M +$222K +7,521 +3%
OWM
5
Opes Wealth Management
California
$6.34M -$5.02K -170 -0.1%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.35M +$79.8K +2,702 +2%
Jane Street
7
Jane Street
New York
$4.62M +$1.87M +63,185 +68%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$3.65M +$963K +30,775 +36%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.38M -$405K -13,724 -11%
DSA
10
Droms Strauss Advisors
Missouri
$3.23M +$31.5K +1,066 +1%
WFA
11
Wade Financial Advisory
California
$2.68M -$65K -2,202 -2%
Ameriprise
12
Ameriprise
Minnesota
$2.13M +$83.2K +2,811 +4%
KW
13
KWB Wealth
California
$2.09M -$56.2K -1,825 -3%
AIM
14
Alhambra Investment Management
Florida
$1.9M +$63.5K +2,151 +3%
OMC
15
Old Mission Capital
Illinois
$1.78M -$55.4K -1,875 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$1.31M +$197K +6,660 +18%
WP
17
WealthSource Partners
California
$1.13M +$738 +25 +0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.11M +$284K +9,604 +34%
CST
19
Charles Schwab Trust
Nevada
$1.09M +$106K +3,590 +11%
LSA
20
L & S Advisors
California
$975K +$417K +14,120 +75%
LPL Financial
21
LPL Financial
California
$971K +$713K +24,146 +276%
Wells Fargo
22
Wells Fargo
California
$950K -$36.7K -1,244 -4%
DAS
23
Dynamic Advisor Solutions
Arizona
$926K +$11.5K +390 +1%
SIM
24
Studio Investment Management
Illinois
$898K +$45.5K +1,539 +5%
KA
25
Klingman & Associates
New York
$777K +$29.5K +1,000 +4%