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Invesco FTSE RAFI Developed Markets ex-US ETF

81 hedge funds and large institutions have $689M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
23
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$288M +$11.6M +269,233 +4%
CSIA
2
Charles Schwab Investment Advisory
California
$84.3M +$9.86M +229,413 +13%
UBS Group
3
UBS Group
Switzerland
$62.9M +$50.3M +1,170,330 +399%
PI
4
PFS Investments
Georgia
$56.9M +$12.8M +292,505 +29%
Bank of America
5
Bank of America
North Carolina
$35M -$13.3M -308,843 -28%
Ameriprise
6
Ameriprise
Minnesota
$15.6M +$1.58M +36,688 +11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$14.5M +$13.6M +317,492 +1,560%
Morgan Stanley
8
Morgan Stanley
New York
$14.3M -$108K -2,503 -0.7%
LPT
9
Legacy Private Trust
Wisconsin
$11.6M -$15.1K -351 -0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.97M +$1.29K +30 +0%
RC
11
RegentAtlantic Capital
New Jersey
$8.28M -$153K -3,555 -2%
CFA
12
Carroll Financial Associates
North Carolina
$8.03M -$278K -6,470 -3%
MFP
13
Mosaic Financial Partners
California
$7.61M -$321K -7,474 -4%
LPL Financial
14
LPL Financial
California
$6.04M +$218K +5,065 +4%
AFA
15
Arlington Financial Advisors
California
$5.7M -$523K -11,850 -8%
US Bancorp
16
US Bancorp
Minnesota
$4.48M -$1.7M -39,540 -28%
Wells Fargo
17
Wells Fargo
California
$4.25M -$309K -7,194 -7%
MIH
18
Madison Investment Holdings
Wisconsin
$4.01M +$16.3K +380 +0.4%
WA
19
Waverly Advisors
Alabama
$3.55M -$293K -6,823 -8%
JWA
20
JFS Wealth Advisors
Pennsylvania
$3.45M -$479K -11,137 -12%
CAN
21
Cetera Advisor Networks
California
$3.43M -$103K -2,388 -3%
PO
22
Private Ocean
California
$3.02M +$3.4K +79 +0.1%
TA
23
Tiedemann Advisors
New York
$2.98M +$618K +14,377 +26%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$2.66M -$555K -12,919 -17%
ACA
25
Atlas Capital Advisors
Wyoming
$2.18M -$30.3K -699 -1%