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Invesco FTSE RAFI Developed Markets ex-US ETF

235 hedge funds and large institutions have $2.14B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 6

31% more capital invested

Capital invested by funds: $1.64B → $2.14B (+$508M)

15% more funds holding

Funds holding: 204235 (+31)

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

2.37% more ownership

Funds ownership: 76.4%78.77% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
73
Reduced
65
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$712M -$32.8M -518,600 -5%
AF
2
Align Financial
Minnesota
$371M +$23.5M +371,247 New
Invesco
3
Invesco
Georgia
$284M -$1.85M -29,323 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$87.4M -$1.99M -31,453 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$79M +$23.6M +372,856 +45%
Bank of America
6
Bank of America
North Carolina
$58.8M -$2.55M -40,281 -4%
LPL Financial
7
LPL Financial
California
$40.2M -$2.34M -37,023 -6%
Wells Fargo
8
Wells Fargo
California
$36.6M +$2.81M +44,409 +9%
SA
9
Sanctuary Advisors
Indiana
$36.3M +$35M +553,187 New
JWWM
10
Johnson & White Wealth Management
Pennsylvania
$25M +$937K +14,830 +4%
Victory Capital Management
11
Victory Capital Management
Texas
$24.9M -$6.92M -109,437 -22%
CST
12
Charles Schwab Trust
Nevada
$23.7M -$850K -13,454 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$16M +$8.18M +129,346 +113%
AFA
14
Arlington Financial Advisors
California
$15M -$97.4K -1,541 -0.7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$13.7M +$753K +11,916 +6%
EH
16
Equitable Holdings
New York
$13.4M -$2.79M -44,093 -18%
UBS Group
17
UBS Group
Switzerland
$13.1M -$344K -5,442 -3%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$12.8M +$12.4M +195,952 +238,966%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$9.28M +$8.42M +133,160 +101%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.19M -$355K -5,609 -4%
RFA
21
RTD Financial Advisors
Pennsylvania
$8.99M -$541K -8,561 -6%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$8.74M +$101K +1,605 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.81M -$794K -12,560 -10%
Corient Private Wealth
24
Corient Private Wealth
Florida
$7.54M -$22M -348,093 -75%
BCG
25
Breakwater Capital Group
New Jersey
$7.39M +$1.96M +31,003 +38%