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Invesco FTSE RAFI Developed Markets ex-US ETF

176 hedge funds and large institutions have $1.36B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 176176 (0)

2% less capital invested

Capital invested by funds: $1.39B → $1.36B (-$25.7M)

5% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 62

3.95% less ownership

Funds ownership: 83.02%79.07% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
59
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
151
Global Financial Private Client
Florida
$24.6K
FWP
152
FAS Wealth Partners
Kansas
$24.5K
WP
153
WealthShield Partners
North Carolina
$23.4K +$952 +20 +4%
DWM
154
Dogwood Wealth Management
Kansas
$21.1K
BC
155
Belmont Capital
California
$17.9K
CA
156
CoreCap Advisors
Michigan
$17.4K +$16.7K +351 New
PMFA
157
Plante Moran Financial Advisors
Michigan
$16.8K +$16.1K +338 New
MFT
158
Moisand Fitzgerald Tamayo
Florida
$13.5K
FCAS
159
First Command Advisory Services
Texas
$13.2K +$12.7K +266 New
CA
160
Clearstead Advisors
Ohio
$12.3K -$5.67K -119 -33%
BIA
161
Bell Investment Advisors
California
$11.4K
CI
162
Cordant Inc
Oregon
$11.2K -$3K -63 -22%
S
163
SignatureFD
Georgia
$10.2K
EWP
164
Elevation Wealth Partners
California
$9.83K
SSB
165
Sandy Spring Bank
Maryland
$8.54K +$5.38K +113 +192%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$8.19K
GRP
167
Global Retirement Partners
California
$5.71K +$333 +7 +6%
QC
168
Quent Capital
New York
$5.56K
WT
169
Washington Trust
Rhode Island
$5.31K
AEPWM
170
Atlantic Edge Private Wealth Management
Florida
$5.21K
TAM
171
Tucker Asset Management
Colorado
$4.96K
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$4.13K -$21.7K -455 -85%
MA
173
MCF Advisors
Kentucky
$3.82K
BFEC
174
Benjamin F. Edwards & Company
Missouri
$3K +$3.05K +64 New
FSWA
175
Financial Synergies Wealth Advisors
Texas
$1.94K -$12.5K -262 -87%