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

101 hedge funds and large institutions have $194M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 57.02%54.48% (-2.5%)

6% less funds holding

Funds holding: 107101 (-6)

6% less capital invested

Capital invested by funds: $207M → $194M (-$13.1M)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$92.3M -$6.38M -154,162 -7%
Invesco
2
Invesco
Georgia
$15.4M +$963K +23,277 +7%
OWM
3
Opes Wealth Management
California
$8.34M -$11K -265 -0.1%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.79M -$20.3K -490 -0.3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.94M +$180K +4,353 +3%
DSA
6
Droms Strauss Advisors
Missouri
$4.53M -$1.03K -25 -0%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$4.49M -$181K -4,370 -4%
Ameriprise
8
Ameriprise
Minnesota
$4.43M +$100K +2,424 +2%
CIC
9
Cutler Investment Counsel
Oregon
$4.39M -$311K -7,519 -7%
RF
10
Robinswood Financial
Washington
$3.65M -$75.8K -1,831 -2%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$3.23M -$4.35M -105,248 -58%
Morgan Stanley
12
Morgan Stanley
New York
$2.57M +$272K +6,563 +12%
KW
13
KWB Wealth
California
$2.13M -$1.94K -47 -0.1%
MWM
14
Modern Wealth Management
Kansas
$1.89M -$77.2K -1,866 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$1.67M -$1.18M -28,424 -42%
CWA
16
Crusonia Wealth Advisors
Colorado
$1.56M +$1.53M +37,025 New
SIM
17
Studio Investment Management
Illinois
$1.31M -$8.52K -206 -0.7%
Wells Fargo
18
Wells Fargo
California
$1.28M +$34.4K +831 +3%
CST
19
Charles Schwab Trust
Nevada
$1.28M -$1.61K -39 -0.1%
LSA
20
L & S Advisors
California
$1.25M -$3.06K -74 -0.2%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$1.18M +$39.4K +953 +4%
LPL Financial
22
LPL Financial
California
$1.15M -$6.78M -164,001 -86%
Creative Planning
23
Creative Planning
Kansas
$1.14M -$37.8K -913 -3%
Jane Street
24
Jane Street
New York
$1.11M +$166K +4,015 +18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.07M -$312K -7,553 -23%