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

96 hedge funds and large institutions have $206M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$7.51M
2
LPL Financial
2
LPL Financial
California
$7.41M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.97M
4
Jane Street
4
Jane Street
New York
$4.13M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.78M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Invesco
2
Invesco
Georgia
$9.54M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CIC
4
Cutler Investment Counsel
Oregon
$4.49M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$832K -$5.25K -135 -0.6%
BI
27
Beckerman Institutional
New Jersey
$758K -$26.1K -671 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$721K -$56.9K -1,462 -7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$674K -$30.6K -785 -4%
AC
30
AlphaCore Capital
California
$668K +$657K +16,881 +5,722%
Bank of America
31
Bank of America
North Carolina
$654K -$47.8K -1,228 -7%
RSWM
32
Robertson Stephens Wealth Management
California
$633K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$597K -$62.6K -1,608 -9%
ADL
34
Asset Dedication LLC
California
$558K -$22K -566 -4%
SFA
35
Sequoia Financial Advisors
Ohio
$550K +$3.66K +94 +0.7%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$510K +$4.79K +123 +0.9%
WN
37
Williams & Novak
California
$509K -$47.9K -1,230 -9%
SM
38
Sensible Money
Arizona
$477K +$1.36K +35 +0.3%
CA
39
CoreCap Advisors
Michigan
$465K +$13.9K +358 +3%
Mariner
40
Mariner
Kansas
$455K +$9.5K +244 +2%
WP
41
Westmount Partners
California
$440K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$390K +$34.7K +891 +10%
IFA
43
Index Fund Advisors
California
$370K – – –
EFA
44
Efficient Frontier Advisors
Connecticut
$359K +$3.35K +86 +0.9%
JWA
45
JFS Wealth Advisors
Pennsylvania
$341K -$11.1K -284 -3%
SFS
46
Summit Financial Strategies
Ohio
$314K +$9.26K +238 +3%
CIAS
47
CFS Investment Advisory Services
New Jersey
$305K -$14.5K -372 -5%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$305K +$9.73K +250 +3%
Cerity Partners
49
Cerity Partners
New York
$303K +$2.26K +58 +0.8%
Raymond James Financial
50
Raymond James Financial
Florida
$277K +$311 +8 +0.1%
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