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Invesco FTSE RAFI Developed Markets ex-US ETF

137 hedge funds and large institutions have $870M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
40
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$510M +$59.9M +1,299,137 +13%
Invesco
2
Invesco
Georgia
$72.6M +$3.64M +78,829 +5%
Victory Capital Management
3
Victory Capital Management
Texas
$46.3M
Morgan Stanley
4
Morgan Stanley
New York
$38.3M -$2.28M -49,392 -6%
BO
5
BRR OpCo
Ohio
$27.4M -$124K -2,680 -0.4%
Wells Fargo
6
Wells Fargo
California
$14.4M -$2.74M -59,489 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.5M +$2.78M +60,318 +36%
SFS
8
Solitude Financial Services
Virginia
$9.96M +$852K +18,462 +9%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.68M +$3.2M +69,349 +49%
Bank of America
10
Bank of America
North Carolina
$8.82M +$398K +8,629 +5%
RFA
11
RTD Financial Advisors
Pennsylvania
$7.67M +$525K +11,388 +7%
LPL Financial
12
LPL Financial
California
$7.48M +$773K +16,761 +12%
AFA
13
Arlington Financial Advisors
California
$6.4M -$338K -7,325 -5%
US Bancorp
14
US Bancorp
Minnesota
$5.6M -$862K -18,687 -13%
UBS Group
15
UBS Group
Switzerland
$5.41M -$235K -5,085 -4%
CST
16
Charles Schwab Trust
Nevada
$4.13M +$1.56M +33,733 +61%
RC
17
RegentAtlantic Capital
New Jersey
$3.94M -$4.98K -108 -0.1%
Ameriprise
18
Ameriprise
Minnesota
$3.85M -$1.91M -41,175 -33%
OMC
19
Old Mission Capital
Illinois
$3.82M +$2.22M +48,013 +138%
CCM
20
Chilton Capital Management
Texas
$3.58M +$15.5K +336 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.55M +$112K +2,419 +3%
WA
22
Waverly Advisors
Alabama
$3.4M
CC
23
Callan Capital
California
$3.28M +$2.12M +45,998 +184%
IWM
24
IHT Wealth Management
Illinois
$2.78M -$52.1K -1,130 -2%
CAN
25
Cetera Advisor Networks
California
$2.68M -$3.92K -85 -0.1%