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Invesco FTSE RAFI Developed Markets ex-US ETF

175 hedge funds and large institutions have $1.39B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 9 closing their positions.

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
59
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$420K 8,853 +1,153 +15%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$397K 8,383 +2,262 +37%
LA
103
Lifeworks Advisors
Michigan
$383K 8,088 +8,088 New
Citigroup
104
Citigroup
New York
$366K 7,727 +513 +7%
EWM
105
Empirical Wealth Management
Washington
$339K 7,155 +1,505 +27%
SFS
106
Solitude Financial Services
Virginia
$335K 7,062 -2 -0%
KA
107
Klingman & Associates
New York
$324K 6,846
Betterment LLC
108
Betterment LLC
New York
$320K 6,752 -1,608 -19%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$304K 6,421
MFS
110
McNamara Financial Services
Massachusetts
$300K 6,325 +6,325 New
EFS
111
Essex Financial Services
Connecticut
$299K 6,300
RJA
112
Raymond James & Associates
Florida
$297K 6,268 +24 +0.4%
KAS
113
Kestra Advisory Services
Texas
$297K 6,257 +175 +3%
CAM
114
Cresset Asset Management
Illinois
$279K 5,878 +225 +4%
AWE
115
Avidian Wealth Enterprises
Texas
$266K 5,607 -2,578 -31%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$262K 5,530
CIM
117
Cambria Investment Management
California
$259K 5,468 -950 -15%
AG
118
AlTi Global
New York
$259K 5,462 +5,462 New
EAM
119
Empirical Asset Management
Massachusetts
$255K 5,379 +38 +0.7%
PA
120
Parallel Advisors
California
$249K 5,261 -441 -8%
CWM
121
Castle Wealth Management
Florida
$229K 4,831
AC
122
AlphaCore Capital
California
$228K 4,808 +3,851 +402%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$222K 4,687 -468 -9%
CIAS
124
Capital Investment Advisory Services
North Carolina
$219K 4,625
HAS
125
HBW Advisory Services
California
$211K 4,447 -259 -6%