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Invesco FTSE RAFI Developed Markets ex-US ETF

166 hedge funds and large institutions have $1.23B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
57
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$335K +$335K +7,700 New
WIC
102
Woodmont Investment Counsel
Tennessee
$314K -$26.1K -600 -8%
Citigroup
103
Citigroup
New York
$314K +$4.01K +92 +1%
SFS
104
Solitude Financial Services
Virginia
$307K +$4.22K +97 +1%
KA
105
Klingman & Associates
New York
$298K
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$280K
CIM
107
Cambria Investment Management
California
$279K -$10.8K -249 -4%
EFS
108
Essex Financial Services
Connecticut
$274K
RJA
109
Raymond James & Associates
Florida
$272K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$266K +$55.4K +1,272 +26%
KAS
111
Kestra Advisory Services
Texas
$265K -$7.84K -180 -3%
PA
112
Parallel Advisors
California
$248K
CAM
113
Cresset Asset Management
Illinois
$246K +$6.75K +155 +3%
EWM
114
Empirical Wealth Management
Washington
$246K +$10.1K +232 +4%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$241K
TA
116
Tiedemann Advisors
New York
$238K
EAM
117
Empirical Asset Management
Massachusetts
$232K +$653 +15 +0.3%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$224K +$224K +5,155 New
Wealthfront Advisers
119
Wealthfront Advisers
California
$223K -$70K -1,608 -24%
PWM
120
Perigon Wealth Management
California
$219K
CWM
121
Castle Wealth Management
Florida
$210K
HAS
122
HBW Advisory Services
California
$205K -$178K -4,080 -46%
CIAS
123
Capital Investment Advisory Services
North Carolina
$201K
BWP
124
Baldwin Wealth Partners
Massachusetts
$200K
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K