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Invesco FTSE RAFI Developed Markets ex-US ETF
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Overview Fund Activity

185 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+10
Holders Change %
+5.71%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
55
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Charles Schwab
2
Charles Schwab
California
$592M
3
EH
3
Equitable Holdings
New York
$11.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.25M
5
VPP
5
Vertex Planning Partners
Illinois
$4.87M

Top Sellers

1
Invesco
1
Invesco
Georgia
$229M
2
Jane Street
2
Jane Street
New York
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$134K
4
Bank of America
4
Bank of America
North Carolina
$87.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$3.73M -$7.82K -150 -0.2%
WA
27
Waverly Advisors
Alabama
$3.58M -$70.9K -1,360 -2%
BCG
28
Breakwater Capital Group
New Jersey
$3.54M -$43.1K -827 -1%
GT
29
Glenmede Trust
Pennsylvania
$3.41M – – –
AIC
30
Archer Investment Corporation
Indiana
$3.4M -$8.55K -164 -0.3%
Creative Planning
31
Creative Planning
Kansas
$3.27M +$224K +4,303 +7%
Stifel Financial
32
Stifel Financial
Missouri
$3.25M +$3.25M +62,407 New
KW
33
KWB Wealth
California
$3.19M -$31.8K -654 -1%
VP
34
Verum Partners
North Carolina
$3.1M -$48.1K -923 -2%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.05M +$544K +10,426 +22%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$2.71M +$35.9K +688 +1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.54M +$103K +1,972 +4%
AO
38
Advisor OS
Illinois
$2.21M -$76K -1,457 -3%
WANY
39
Wealthspire Advisors (New York)
New York
$2.03M +$2.03M +38,993 New
RTL
40
Red Tortoise LLC
Georgia
$2.02M +$8.65K +166 +0.4%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.99M +$47.8K +916 +2%
CWM
42
Cornerstone Wealth Management
Missouri
$1.95M +$143K +2,750 +8%
IWM
43
IHT Wealth Management
Illinois
$1.68M +$555K +10,656 +50%
CAM
44
Cidel Asset Management
Ontario, Canada
$1.64M +$11.2K +215 +0.7%
CPCP
45
Cedar Point Capital Partners
Iowa
$1.64M +$89.8K +1,723 +6%
Cerity Partners
46
Cerity Partners
New York
$1.6M +$348K +6,671 +28%
CWM
47
Centurion Wealth Management
Virginia
$1.59M +$1.59M +30,596 New
SWM
48
Shakespeare Wealth Management
Wisconsin
$1.58M -$56.3K -1,080 -3%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.56M +$11.5K +221 +0.7%
RSWM
50
Robertson Stephens Wealth Management
California
$1.56M +$1.56M +29,948 New
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