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Invesco FTSE RAFI Developed Markets ex-US ETF

169 hedge funds and large institutions have $1.3B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
67
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$536M 11,921,200 -341,314 -3%
Invesco
2
Invesco
Georgia
$212M 4,725,044 -366,528 -7%
Bank of America
3
Bank of America
North Carolina
$70.7M 1,572,458 +23,142 +1%
Jane Street
4
Jane Street
New York
$58.2M 1,294,949 +907,150 +234%
Victory Capital Management
5
Victory Capital Management
Texas
$48M 1,068,293
Morgan Stanley
6
Morgan Stanley
New York
$43.3M 964,026 +11,045 +1%
PI
7
PFS Investments
Georgia
$32.3M 717,398 +687 +0.1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$27.4M 610,455 -14,209 -2%
LPL Financial
9
LPL Financial
California
$24.6M 547,577 +210,967 +63%
Wells Fargo
10
Wells Fargo
California
$15.6M 346,440 -7,421 -2%
CST
11
Charles Schwab Trust
Nevada
$12.8M 296,366 +14,672 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.5M 254,820 +4,392 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$11M 245,758 +28,575 +13%
JWWM
14
Johnson & White Wealth Management
Pennsylvania
$10.6M 234,772 +5,447 +2%
AFA
15
Arlington Financial Advisors
California
$8.3M 184,641 +3,965 +2%
KW
16
KWB Wealth
California
$7.89M 175,428 +87,847 +100%
RFA
17
RTD Financial Advisors
Pennsylvania
$7.41M 164,721 -782 -0.5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.7M 148,992 +1,369 +0.9%
EH
19
Equitable Holdings
New York
$6.65M 148,010 +7,314 +5%
CC
20
Callan Capital
California
$6.46M 143,755 -13,273 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$6.22M 138,293 +138,293 New
IWM
22
IHT Wealth Management
Illinois
$5.74M 127,706 +14,707 +13%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$5.56M 123,729 -7,031 -5%
OMC
24
Old Mission Capital
Illinois
$5.38M 119,682 +106,786 +828%
MWM
25
Merriman Wealth Management
Washington
$4.8M 106,692 -6,963 -6%