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

106 hedge funds and large institutions have $202M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

5% more funds holding

Funds holding: 101106 (+5)

4% more capital invested

Capital invested by funds: $194M → $202M (+$8.1M)

0.08% more ownership

Funds ownership: 54.48%54.55% (+0.08%)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$87.8M -$7.33M -163,825 -7%
Invesco
2
Invesco
Georgia
$10.9M -$5.05M -113,017 -31%
OWM
3
Opes Wealth Management
California
$8.45M -$134K -3,000 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.98M -$23.4K -524 -0.3%
LPL Financial
5
LPL Financial
California
$7.92M +$6.95M +155,469 +572%
Citadel Advisors
6
Citadel Advisors
Florida
$7.71M +$6.18M +138,213 +350%
Jane Street
7
Jane Street
New York
$4.8M +$3.77M +84,343 +322%
Ameriprise
8
Ameriprise
Minnesota
$4.66M +$112K +2,512 +2%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.63M +$18.6K +417 +0.4%
DSA
10
Droms Strauss Advisors
Missouri
$4.37M -$301K -6,742 -6%
CIC
11
Cutler Investment Counsel
Oregon
$4.25M -$271K -6,061 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$4.17M -$3.06M -68,405 -42%
RF
13
Robinswood Financial
Washington
$3.66M -$99.5K -2,224 -3%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$3.33M +$5.5K +123 +0.2%
Morgan Stanley
15
Morgan Stanley
New York
$2.81M +$172K +3,839 +6%
KW
16
KWB Wealth
California
$2.11M -$26.1K -584 -1%
MWM
17
Modern Wealth Management
Kansas
$1.97M -$6.17K -138 -0.3%
CWA
18
Crusonia Wealth Advisors
Colorado
$1.61M +$3.13K +70 +0.2%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$1.34M +$131K +2,921 +10%
SIM
20
Studio Investment Management
Illinois
$1.32M -$29.6K -663 -2%
Wells Fargo
21
Wells Fargo
California
$1.31M -$3.49K -78 -0.3%
LSA
22
L & S Advisors
California
$1.29M +$6.22K +139 +0.5%
FTUS
23
Flow Traders U.S.
New York
$1.28M +$1.32M +29,493 New
Creative Planning
24
Creative Planning
Kansas
$1.26M +$85.6K +1,915 +7%
CST
25
Charles Schwab Trust
Nevada
$1.25M -$62.8K -1,404 -5%