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

107 hedge funds and large institutions have $207M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

11% more funds holding

Funds holding: 96107 (+11)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

1% less capital invested

Capital invested by funds: $210M → $207M (-$2.21M)

1.58% less ownership

Funds ownership: 58.6%57.02% (-1.6%)

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
32
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$96.3M -$10.8M -270,084 -10%
Invesco
2
Invesco
Georgia
$14M +$3.85M +95,859 +39%
OWM
3
Opes Wealth Management
California
$8.14M -$62.8K -1,565 -0.8%
LPL Financial
4
LPL Financial
California
$7.86M +$28.4K +707 +0.4%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.61M -$24.4K -609 -0.3%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$7.48M -$449K -11,194 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.59M +$2.78M +69,405 +76%
CIC
8
Cutler Investment Counsel
Oregon
$4.59M -$146K -3,638 -3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.55M -$4.53K -113 -0.1%
DSA
10
Droms Strauss Advisors
Missouri
$4.42M -$47.3K -1,178 -1%
Ameriprise
11
Ameriprise
Minnesota
$4.22M +$159K +3,967 +4%
RF
12
Robinswood Financial
Washington
$3.63M +$16.3K +406 +0.5%
Citadel Advisors
13
Citadel Advisors
Florida
$2.79M -$3.24M -80,658 -54%
Morgan Stanley
14
Morgan Stanley
New York
$2.23M +$288K +7,172 +15%
KW
15
KWB Wealth
California
$1.97M -$26.9K -670 -1%
MWM
16
Modern Wealth Management
Kansas
$1.92M -$10.2K -253 -0.5%
Goldman Sachs
17
Goldman Sachs
New York
$1.38M -$2.75M -68,644 -67%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.36M -$736K -18,338 -36%
SIM
19
Studio Investment Management
Illinois
$1.28M -$52.9K -1,318 -4%
CST
20
Charles Schwab Trust
Nevada
$1.25M -$13.7K -341 -1%
LSA
21
L & S Advisors
California
$1.22M +$67.5K +1,682 +6%
Wells Fargo
22
Wells Fargo
California
$1.21M -$5.25K -131 -0.4%
Creative Planning
23
Creative Planning
Kansas
$1.15M +$11.8K +294 +1%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$1.11M +$22.5K +560 +2%
Jane Street
25
Jane Street
New York
$913K -$3.36M -83,823 -79%