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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 %
OPOWM
76
One Plus One Wealth Management
Florida
$301K +$4.84K +105 +2%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$292K -$3.93K -85 -1%
CIAS
78
Capital Investment Advisory Services
North Carolina
$291K
EFS
79
Essex Financial Services
Connecticut
$291K +$291K +6,300 New
KA
80
Klingman & Associates
New York
$287K
PA
81
Parallel Advisors
California
$262K
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$247K +$247K +5,365 New
EAM
83
Empirical Asset Management
Massachusetts
$243K -$9.91K -215 -4%
Cerity Partners
84
Cerity Partners
New York
$242K +$242K +5,250 New
5L
85
55I LLC
Massachusetts
$235K +$235K +5,095 New
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$234K -$304K -6,591 -57%
HFA
87
HC Financial Advisors
California
$234K
Citigroup
88
Citigroup
New York
$233K -$9.04K -196 -4%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$231K
PWM
90
Perigon Wealth Management
California
$226K
FM
91
Foster & Motley
Ohio
$219K +$219K +4,746 New
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K
BI
93
Berkeley Inc
Idaho
$212K +$212K +4,604 New
BWP
94
Baldwin Wealth Partners
Massachusetts
$212K
KCM
95
Kathmere Capital Management
Pennsylvania
$202K
CWC
96
Carolinas Wealth Consulting
North Carolina
$188K +$2.53K +55 +1%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$179K +$7.59K +165 +4%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$132K -$12.2K -265 -8%
IA
99
IFP Advisors
Florida
$121K +$121K +2,706 New
HPC
100
HM Payson & Co
Maine
$115K