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Invesco FTSE RAFI Developed Markets ex-US ETF

61 hedge funds and large institutions have $711M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 2 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
20
Reduced
25
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$444M 12,094,539 +5,448,413 +82%
USAA
2
United Services Automobile Association
Texas
$57.1M 1,554,220 +116,000 +8%
CSIA
3
Charles Schwab Investment Advisory
California
$54.6M 1,486,020 -23,701 -2%
Bank of America
4
Bank of America
North Carolina
$22.1M 601,863 +24,945 +4%
AssetMark Inc
5
AssetMark Inc
California
$10.4M 283,757 +50,731 +22%
KL
6
Kinsight LLC
Alabama
$10.1M 275,209 -930 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$9.72M 264,576 -59,484 -18%
UBS Group
8
UBS Group
Switzerland
$8.77M 238,741 +142,095 +147%
Ameriprise
9
Ameriprise
Minnesota
$7.89M 214,307 -18,536 -8%
MFP
10
Mosaic Financial Partners
California
$7.85M 213,501 +12,041 +6%
FWM
11
Frontier Wealth Management
Missouri
$7.53M 204,908 +11,461 +6%
JWA
12
JFS Wealth Advisors
Pennsylvania
$5.32M 144,638 -21,776 -13%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$5.07M 137,816 -236,802 -63%
CFA
14
Carroll Financial Associates
North Carolina
$5.06M 137,774 +19,217 +16%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$4.7M 127,939 +149 +0.1%
CAN
16
Cetera Advisor Networks
California
$4.64M 126,280 +60,031 +91%
RC
17
RegentAtlantic Capital
New Jersey
$3.81M 103,544 -10,183 -9%
Citadel Advisors
18
Citadel Advisors
Florida
$3.73M 101,412 +56,897 +128%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.37M 91,564 +52,813 +136%
SEIA
20
Signature Estate & Investment Advisors
California
$3.21M 87,244 -8,722 -9%
PO
21
Private Ocean
California
$3.09M 84,056 +363 +0.4%
LPT
22
Legacy Private Trust
Wisconsin
$3.01M 81,904 -62,717 -43%
MIH
23
Madison Investment Holdings
Wisconsin
$2.37M 64,476 +2,183 +4%
OMC
24
Old Mission Capital
Illinois
$2.22M 60,401 +41,743 +224%
WIC
25
Woodmont Investment Counsel
Tennessee
$2.04M 55,412 -10,198 -16%