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Invesco FTSE RAFI Developed Markets ex-US ETF
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Overview Fund Activity

186 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
75
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$589M
2
Invesco
2
Invesco
Georgia
$220M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$6.7M
4
CST
4
Charles Schwab Trust
Nevada
$18.3M
5
IAA
5
Independent Advisor Alliance
North Carolina
$2.64M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$70.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.8M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$27.4M
4
AO
4
Advisor OS
Illinois
$0
5
RSWM
5
Robertson Stephens Wealth Management
California
$541K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$589M 12,294,100 +938,939 +8%
Invesco
2
Invesco
Georgia
$220M 4,585,831 +186,093 +4%
Bank of America
3
Bank of America
North Carolina
$70.3M 1,468,332 -215,554 -13%
Morgan Stanley
4
Morgan Stanley
New York
$58.8M 1,227,236 -88,154 -7%
Victory Capital Management
5
Victory Capital Management
Texas
$51.2M 1,068,293 – –
Bank of New York Mellon
6
Bank of New York Mellon
New York
$34.7M 723,735 -2,406 -0.3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$27.4M 572,589 -58,435 -9%
LPL Financial
8
LPL Financial
California
$24.2M 505,819 +22,845 +5%
CST
9
Charles Schwab Trust
Nevada
$18.3M 382,505 +58,852 +18%
Wells Fargo
10
Wells Fargo
California
$16.8M 350,436 +46,187 +15%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$16.4M 344,127 +28,139 +9%
EH
12
Equitable Holdings
New York
$11.8M 245,762 +23,886 +11%
AFA
13
Arlington Financial Advisors
California
$10.9M 228,568 +46,620 +26%
RFA
14
RTD Financial Advisors
Pennsylvania
$7.43M 155,078 -196 -0.1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.35M 153,553 +1,465 +1%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$6.7M 139,147 +134,948 +3,214%
UBS Group
17
UBS Group
Switzerland
$6.01M 125,592 -998 -0.8%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$5.97M 124,617 -1,318 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.37M 112,113 -575 -0.5%
CC
20
Callan Capital
California
$5.21M 108,857 -6,332 -5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.95M 103,301 -18,054 -15%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.68M 97,745 +3,969 +4%
VPP
23
Vertex Planning Partners
Illinois
$4.65M 97,054 +3,686 +4%
Ameriprise
24
Ameriprise
Minnesota
$4.32M 90,092 -3,660 -4%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$4.2M 87,676 +69 +0.1%
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