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Invesco FTSE RAFI Developed Markets ex-US ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
76
Key Financial Inc
Pennsylvania
$708K -$8.65K -166 -1%
PAG
77
Private Advisor Group
New Jersey
$629K +$52.9K +1,014 +9%
WOSD
78
WFA of San Diego
California
$622K -$70.4K -1,351 -10%
Osaic Holdings
79
Osaic Holdings
Arizona
$603K -$29.2K -561 -5%
PP
80
PDS Planning
Ohio
$590K
SCA
81
Snowden Capital Advisors
New York
$580K -$5.58K -107 -1%
MG
82
Mather Group
Illinois
$576K -$159K -3,050 -22%
SC
83
Scotia Capital
Ontario, Canada
$522K +$5.63K +108 +1%
OWA
84
Octavia Wealth Advisors
Ohio
$507K -$14K -269 -3%
QPWM
85
Quadrant Private Wealth Management
Pennsylvania
$477K
IC
86
IEQ Capital
California
$472K
Citigroup
87
Citigroup
New York
$459K -$9.54K -183 -2%
Wealthfront Advisers
88
Wealthfront Advisers
California
$452K +$46K +883 +11%
EWA
89
EP Wealth Advisors
California
$446K +$301K +5,775 +208%
OPS
90
Orion Portfolio Solutions
Nebraska
$442K -$114K -2,181 -20%
BCI
91
Brinker Capital Investments
Pennsylvania
$442K -$114K -2,181 -20%
HIM
92
Harbour Investment Management
Washington
$411K
RJA
93
Raymond James & Associates
Florida
$404K -$661K -12,675 -62%
GWM
94
Geneos Wealth Management
Colorado
$396K -$21.6K -414 -5%
Comerica Bank
95
Comerica Bank
Texas
$372K -$26.1K -500 -7%
SFS
96
Security Financial Services
Indiana
$358K +$358K +6,870 New
DDPIC
97
Deroy & Devereaux Private Investment Counsel
Michigan
$348K +$348K +6,670 New
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$337K
KAS
99
Kestra Advisory Services
Texas
$324K +$24K +461 +8%
EFS
100
Essex Financial Services
Connecticut
$323K