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Invesco FTSE RAFI Developed Markets ex-US ETF

155 hedge funds and large institutions have $983M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+23
Holders Change %
+17.42%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
38
Reduced
44
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
76
Drive Wealth Management
Utah
$351K +$351K +8,452 New
OWA
77
Octavia Wealth Advisors
Ohio
$351K +$3.66K +88 +1%
WIC
78
Woodmont Investment Counsel
Tennessee
$347K -$7.27K -175 -2%
AWM
79
AE Wealth Management
Kansas
$313K +$16.9K +407 +6%
Betterment LLC
80
Betterment LLC
New York
$313K -$69.1K -1,662 -18%
AWE
81
Avidian Wealth Enterprises
Texas
$312K -$4.65K -112 -1%
SFS
82
Solitude Financial Services
Virginia
$298K -$3.66K -88 -1%
AWS
83
AJ Wealth Strategies
New York
$292K +$292K +7,031 New
GGI
84
Godsey & Gibb Inc
Virginia
$272K +$272K +6,550 New
CIM
85
Cambria Investment Management
California
$271K +$271K +6,529 New
CIBC World Market
86
CIBC World Market
Ontario, Canada
$264K +$498 +12 +0.2%
EFS
87
Essex Financial Services
Connecticut
$261K
CIAS
88
Capital Investment Advisory Services
North Carolina
$258K
Citigroup
89
Citigroup
New York
$246K -$789 -19 -0.3%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$244K +$244K +5,879 New
KA
91
Klingman & Associates
New York
$238K -$20.3K -488 -8%
ISWM
92
Independent Solutions Wealth Management
New York
$230K +$230K +5,539 New
Cerity Partners
93
Cerity Partners
New York
$228K -$80.8K -1,945 -26%
TA
94
Tiedemann Advisors
New York
$227K +$227K +5,462 New
RJA
95
Raymond James & Associates
Florida
$224K -$140K -3,365 -38%
PA
96
Parallel Advisors
California
$221K
EAM
97
Empirical Asset Management
Massachusetts
$217K +$217K +5,213 New
PWM
98
Perigon Wealth Management
California
$209K +$209K +5,036 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$208K
CWM
100
Castle Wealth Management
Florida
$201K