PDN icon

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

101 hedge funds and large institutions have $267M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$184M -$8.24M -245,992 -4%
Invesco
2
Invesco
Georgia
$15.5M -$1.38M -41,263 -8%
OWM
3
Opes Wealth Management
California
$6.68M -$138K -4,135 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.27M -$109K -3,265 -2%
CIC
5
Cutler Investment Counsel
Oregon
$4.55M -$2.03M -60,656 -31%
DSA
6
Droms Strauss Advisors
Missouri
$3.69M -$129K -3,868 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$3.65M +$3.65M +108,947 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.64M +$404K +12,055 +12%
Ameriprise
9
Ameriprise
Minnesota
$3.15M +$51.1K +1,529 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.06M +$482K +14,402 +19%
FTUS
11
Flow Traders U.S.
New York
$1.9M +$1.9M +56,879 New
KW
12
KWB Wealth
California
$1.78M -$208K -6,565 -10%
WFA
13
Wade Financial Advisory
California
$1.54M -$61.1K -1,824 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.51M +$313K +9,346 +26%
MWM
15
Modern Wealth Management
Kansas
$1.51M +$1.51M +44,988 New
Morgan Stanley
16
Morgan Stanley
New York
$1.45M +$213K +6,348 +17%
SIM
17
Studio Investment Management
Illinois
$1.11M -$24K -716 -2%
CST
18
Charles Schwab Trust
Nevada
$1.06M -$13.5K -403 -1%
Jane Street
19
Jane Street
New York
$1.06M +$445K +13,305 +72%
Creative Planning
20
Creative Planning
Kansas
$1.04M +$105K +3,138 +11%
Wells Fargo
21
Wells Fargo
California
$977K -$40.9K -1,222 -4%
LSA
22
L & S Advisors
California
$850K +$32.9K +983 +4%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$815K +$25.2K +754 +3%
KA
24
Klingman & Associates
New York
$794K
SMC
25
Smith, Moore & Co
Missouri
$720K -$2.11K -63 -0.3%