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Invesco FTSE RAFI Developed Markets ex-US ETF

87 hedge funds and large institutions have $745M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
17
Increased
25
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$306M 6,745,765 -132,904 -2%
USAA
2
United Services Automobile Association
Texas
$78.6M 1,731,020
CSIA
3
Charles Schwab Investment Advisory
California
$58.9M 1,296,776 -35,021 -3%
Bank of America
4
Bank of America
North Carolina
$58.4M 1,285,815 -245,755 -16%
PI
5
PFS Investments
Georgia
$33.1M 685,031 +685,031 New
Morgan Stanley
6
Morgan Stanley
New York
$16.4M 360,560 -9,442 -3%
UBS Group
7
UBS Group
Switzerland
$14.3M 315,648 +13,777 +5%
AssetMark Inc
8
AssetMark Inc
California
$14.2M 311,767 -21,729 -7%
Ameriprise
9
Ameriprise
Minnesota
$13.2M 291,085 +48,394 +20%
LPT
10
Legacy Private Trust
Wisconsin
$12.6M 277,799 -11,966 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.9M 261,306 +5,032 +2%
CFA
12
Carroll Financial Associates
North Carolina
$10.7M 235,044 +3,102 +1%
RC
13
RegentAtlantic Capital
New Jersey
$9.06M 199,628 -645 -0.3%
MFP
14
Mosaic Financial Partners
California
$8.72M 192,008 -11,163 -5%
FWM
15
Frontier Wealth Management
Missouri
$7.42M 163,384 -17,515 -10%
AFA
16
Arlington Financial Advisors
California
$6.9M 141,791 +141,791 New
US Bancorp
17
US Bancorp
Minnesota
$6.14M 135,252 -2,653 -2%
JWA
18
JFS Wealth Advisors
Pennsylvania
$5.22M 114,972 -2,165 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$5.17M 113,800 +113,800 New
CAN
20
Cetera Advisor Networks
California
$4.81M 105,638 +3,197 +3%
WA
21
Waverly Advisors
Alabama
$4.57M 100,576 +100,576 New
MIH
22
Madison Investment Holdings
Wisconsin
$4.14M 91,102 -1,571 -2%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$3.77M 82,939 -13,102 -14%
IH
24
IFC Holdings
Florida
$3.69M 81,201 +81,201 New
PO
25
Private Ocean
California
$3.45M 75,918 -3,374 -4%