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Invesco FTSE RAFI Developed Markets ex-US ETF

137 hedge funds and large institutions have $870M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
40
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PO
26
Private Ocean
California
$2.33M -$38.7K -838 -2%
ACA
27
Atlas Capital Advisors
Wyoming
$1.96M -$344K -7,447 -15%
CAM
28
Cidel Asset Management
Ontario, Canada
$1.89M +$1.48M +32,052 +362%
GT
29
Glenmede Trust
Pennsylvania
$1.88M -$273K -5,920 -13%
SWM
30
Shakespeare Wealth Management
Wisconsin
$1.74M -$20.9K -449 -1%
N
31
Natixis
France
$1.7M +$538K +11,670 +46%
FAIM
32
Financial Advocates Investment Management
Washington
$1.69M +$319K +6,913 +23%
BAM
33
Belpointe Asset Management
Nevada
$1.66M +$1.66M +35,908 New
PC
34
Prairiewood Capital
North Dakota
$1.45M
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$1.44M +$72.2K +1,565 +5%
RVPG
36
Relative Value Partners Group
$1.37M +$4.57K +99 +0.3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.32M +$44.1K +956 +3%
WOSD
38
WFA of San Diego
California
$1.26M -$390K -8,456 -24%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.24M +$366K +7,927 +42%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.2M +$225K +4,887 +23%
RIL
41
Rothschild Investment LLC
Illinois
$1.14M -$35.7K -775 -3%
SC
42
Savant Capital
Illinois
$1.11M +$4.52K +98 +0.4%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.1M +$17.8K +386 +2%
WP
44
WealthSource Partners
California
$1.03M +$353K +7,648 +52%
JWA
45
JFS Wealth Advisors
Pennsylvania
$995K -$51.7K -1,120 -5%
AO
46
Advisor OS
Illinois
$944K -$438K -9,482 -32%
Mariner
47
Mariner
Kansas
$936K +$112K +2,419 +14%
IWC
48
Integrated Wealth Concepts
Massachusetts
$929K -$171K -3,706 -16%
Creative Planning
49
Creative Planning
Kansas
$915K +$197K +4,266 +27%
FBA
50
Front Barnett Associates
Illinois
$900K -$208K -4,505 -19%