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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 %
CWC
126
Carolinas Wealth Consulting
North Carolina
$156K -$29.3K -697 -16%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$103K
LFG
128
Larson Financial Group
Missouri
$101K +$97.9K +2,248 +3,568%
NCM
129
Northwest Capital Management
Oregon
$98.6K
CA
130
Crewe Advisors
Utah
$72.7K
HNB
131
Huntington National Bank
Ohio
$66.9K -$69.1K
CCM
132
Chilton Capital Management
Texas
$59.9K
PTC
133
Private Trust Company
Ohio
$59.5K
BAM
134
Bellevue Asset Management
Washington
$42.6K
AC
135
AlphaCore Capital
California
$41.7K
VCM
136
Versant Capital Management
Arizona
$34.5K
BTI
137
Blue Trust Inc
Georgia
$31K
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$25.2K -$8.27K -195 -25%
KFS
139
Kelly Financial Services
Massachusetts
$25K -$697 -16 -3%
William Blair & Company
140
William Blair & Company
Illinois
$22.2K
GFPC
141
Global Financial Private Client
Florida
$21.4K
CA
142
Clearstead Advisors
Ohio
$21.2K +$9.19K +211 +77%
WP
143
WealthShield Partners
North Carolina
$19.7K
BC
144
Belmont Capital
California
$15.7K
SIS
145
Sound Income Strategies
Florida
$13.2K +$7.4K +170 +127%
CI
146
Cordant Inc
Oregon
$12.6K
MFT
147
Moisand Fitzgerald Tamayo
Florida
$11.8K
RIA
148
Realta Investment Advisors
Delaware
$11.5K
NA
149
NewEdge Advisors
Louisiana
$10K -$22.2K -509 -69%
BIA
150
Bell Investment Advisors
California
$10K