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Invesco FTSE RAFI Developed Markets ex-US ETF

175 hedge funds and large institutions have $1.36B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 11 closing their positions.

Holders
175
Holders Change
Holders Change %
0%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
58
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$565M 11,384,812 -454,108 -4%
Invesco
2
Invesco
Georgia
$236M 4,744,827 +399,285 +9%
Bank of America
3
Bank of America
North Carolina
$93.7M 1,887,422 +15,876 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$60.7M 1,223,057 -1,078,231 -47%
Victory Capital Management
5
Victory Capital Management
Texas
$53M 1,068,293
Bank of New York Mellon
6
Bank of New York Mellon
New York
$36.8M 741,814 +18,424 +3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$29.9M 603,211 -8,099 -1%
LPL Financial
8
LPL Financial
California
$23.4M 470,858 -225,621 -32%
Citadel Advisors
9
Citadel Advisors
Florida
$15.4M 309,874 +282,328 +1,025%
Jane Street
10
Jane Street
New York
$15.1M 303,748 -334,045 -52%
CST
11
Charles Schwab Trust
Nevada
$15.1M 303,542 -9,672 -3%
Wells Fargo
12
Wells Fargo
California
$14.7M 295,522 -17,596 -6%
JWWM
13
Johnson & White Wealth Management
Pennsylvania
$13.1M 263,061 +26,893 +11%
AFA
14
Arlington Financial Advisors
California
$9.07M 182,661 -1,876 -1%
RFA
15
RTD Financial Advisors
Pennsylvania
$7.88M 158,794 -1,974 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7.78M 156,735 -5,605 -3%
EH
17
Equitable Holdings
New York
$6.83M 137,581 -68,662 -33%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.78M 136,580 +35,937 +36%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$6.22M 125,251 +1,415 +1%
CC
20
Callan Capital
California
$6.14M 123,666 -8,857 -7%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.58M 112,369 +6,639 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.4M 108,737 +9,588 +10%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.08M 102,311 +56,009 +121%
OMC
24
Old Mission Capital
Illinois
$4.79M 96,518 +2,948 +3%
Ameriprise
25
Ameriprise
Minnesota
$4.58M 92,337 -15,303 -14%