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Invesco FTSE RAFI Developed Markets ex-US ETF

169 hedge funds and large institutions have $1.3B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
67
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
126
Northwest Capital Management
Oregon
$102K +$102K +2,265 New
CA
127
Crewe Advisors
Utah
$75K
HNB
128
Huntington National Bank
Ohio
$69.1K -$67.7K
CCM
129
Chilton Capital Management
Texas
$61.9K
PTC
130
Private Trust Company
Ohio
$61.5K
CT
131
Cambridge Trust
Massachusetts
$54.3K
BAM
132
Bellevue Asset Management
Washington
$44K
AC
133
AlphaCore Capital
California
$43K
VCM
134
Versant Capital Management
Arizona
$35.7K
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$35.4K -$24.4K -545 -41%
SF
136
Safeguard Financial
Wisconsin
$34K +$34K +763 New
NA
137
NewEdge Advisors
Louisiana
$33.2K +$9.8K +218 +42%
BTI
138
Blue Trust Inc
Georgia
$31K
KFS
139
Kelly Financial Services
Massachusetts
$26.6K +$360 +8 +1%
AP
140
Arlington Partners
Alabama
$25.4K +$25.4K +565 New
William Blair & Company
141
William Blair & Company
Illinois
$22.9K -$2.79K -62 -11%
GFPC
142
Global Financial Private Client
Florida
$22.5K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$20.4K +$14.4K +311 +237%
WP
144
WealthShield Partners
North Carolina
$20.3K
BC
145
Belmont Capital
California
$16.2K
FSWA
146
Financial Synergies Wealth Advisors
Texas
$15.3K +$1.75K +39 +13%
CI
147
Cordant Inc
Oregon
$13K
CA
148
Clearstead Advisors
Ohio
$12.4K
MFT
149
Moisand Fitzgerald Tamayo
Florida
$12.2K
RIA
150
Realta Investment Advisors
Delaware
$11.5K +$11.5K +255 New