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Invesco FTSE RAFI Developed Markets ex-US ETF

204 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 53

1% more funds holding

Funds holding: 201204 (+3)

3% more capital invested

Capital invested by funds: $1.58B → $1.64B (+$55.2M)

6.17% less ownership

Funds ownership: 82.57%76.4% (-6.2%)

Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
78
Reduced
53
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$696M -$28.9M -485,431 -4%
Invesco
2
Invesco
Georgia
$267M -$13.5M -227,461 -5%
Morgan Stanley
3
Morgan Stanley
New York
$83.5M +$2.48M +41,695 +3%
Bank of America
4
Bank of America
North Carolina
$57.3M +$3.17M +53,267 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.9M -$807K -13,568 -2%
LPL Financial
6
LPL Financial
California
$39.8M +$139K +2,340 +0.4%
Wells Fargo
7
Wells Fargo
California
$31.5M +$7.56M +127,177 +33%
Victory Capital Management
8
Victory Capital Management
Texas
$30M -$29.1M -490,093 -50%
Corient Private Wealth
9
Corient Private Wealth
Florida
$28.3M -$1.03M -17,253 -4%
CST
10
Charles Schwab Trust
Nevada
$22.9M -$185K -3,110 -0.8%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$22.4M +$15.7K +264 +0.1%
EH
12
Equitable Holdings
New York
$15.2M -$2.56M -42,980 -15%
AFA
13
Arlington Financial Advisors
California
$14.1M -$104K -1,753 -0.8%
Citadel Advisors
14
Citadel Advisors
Florida
$13.8M +$5.98M +100,554 +80%
UBS Group
15
UBS Group
Switzerland
$12.5M +$3.43M +57,646 +39%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$12M +$1.5M +25,252 +15%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$8.92M -$46.3K -779 -0.5%
RFA
18
RTD Financial Advisors
Pennsylvania
$8.92M -$196K -3,305 -2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$8.06M +$89.3K +1,502 +1%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$8.06M +$77.3K +1,300 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.06M +$1.26M +21,123 +19%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.03M -$101K -1,693 -1%
MWM
23
Maltin Wealth Management
New Jersey
$6.25M +$971K +16,337 +19%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.23M +$736K +12,379 +14%
AC
25
AlphaCore Capital
California
$6.18M +$298K +5,019 +5%