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

96 hedge funds and large institutions have $206M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$102M -$113M -2,897,007 -53%
Invesco
2
Invesco
Georgia
$9.54M -$8.43M -216,643 -47%
OWM
3
Opes Wealth Management
California
$7.77M -$1.56K -40 -0%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$7.51M +$7M +179,896 +1,365%
LPL Financial
5
LPL Financial
California
$7.41M +$6.75M +173,415 +1,017%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.23M -$64K -1,644 -0.9%
Citadel Advisors
7
Citadel Advisors
Florida
$5.78M +$1.54M +39,623 +36%
CIC
8
Cutler Investment Counsel
Oregon
$4.49M -$808K -20,750 -15%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.31M +$85.9K +2,206 +2%
DSA
10
Droms Strauss Advisors
Missouri
$4.23M -$66.5K -1,710 -2%
Jane Street
11
Jane Street
New York
$4.13M +$2.89M +74,345 +235%
Goldman Sachs
12
Goldman Sachs
New York
$3.97M +$3.97M +102,092 New
Ameriprise
13
Ameriprise
Minnesota
$3.84M +$174K +4,476 +5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.54M -$24.5K -629 -0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2M +$241K +6,186 +14%
Morgan Stanley
16
Morgan Stanley
New York
$1.83M +$142K +3,658 +8%
KW
17
KWB Wealth
California
$1.72M -$172K -5,126 -9%
MWM
18
Modern Wealth Management
Kansas
$1.54M -$206K -5,301 -12%
SIM
19
Studio Investment Management
Illinois
$1.27M -$22.2K -571 -2%
CST
20
Charles Schwab Trust
Nevada
$1.19M -$41.2K -1,058 -3%
Wells Fargo
21
Wells Fargo
California
$1.16M +$19.3K +497 +2%
LSA
22
L & S Advisors
California
$1.09M +$101K +2,585 +10%
Creative Planning
23
Creative Planning
Kansas
$1.08M -$125K -3,210 -10%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$1.03M +$84.7K +2,176 +9%
KA
25
Klingman & Associates
New York
$923K