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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 %
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K
BWP
102
Baldwin Wealth Partners
Massachusetts
$191K
CWC
103
Carolinas Wealth Consulting
North Carolina
$182K +$24.4K +588 +15%
GWM
104
Geneos Wealth Management
Colorado
$172K +$60.4K +1,455 +54%
SWM
105
Spire Wealth Management
Virginia
$146K +$146K +3,511 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$136K +$6.65K +160 +5%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$123K +$123K +2,952 New
LWA
108
Lowe Wealth Advisors
Maryland
$98.9K +$6.23K +150 +7%
IA
109
IFP Advisors
Florida
$93K -$28.2K -630 -23%
CWM
110
Cedar Wealth Management
California
$80.3K -$3.24K -78 -4%
ACA
111
Aptus Capital Advisors
Alabama
$77.6K
CA
112
Crewe Advisors
Utah
$69.3K -$11.2K -270 -14%
HNB
113
Huntington National Bank
Ohio
$63.8K
PTC
114
Private Trust Company
Ohio
$58K
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$55.4K
BAM
116
Bellevue Asset Management
Washington
$40.6K -$14.4K -348 -26%
AC
117
AlphaCore Capital
California
$39.8K
ASN
118
Advisory Services Network
Georgia
$37.2K +$37.2K +896 New
VCM
119
Versant Capital Management
Arizona
$33.9K +$11.5K +277 +51%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$24.5K +$24.5K +589 New
BTI
121
Blue Trust Inc
Georgia
$24K
William Blair & Company
122
William Blair & Company
Illinois
$21.2K
GFPC
123
Global Financial Private Client
Florida
$20.7K
BC
124
Belmont Capital
California
$15K
CA
125
CoreCap Advisors
Michigan
$14.6K +$14.6K +351 New