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

52 hedge funds and large institutions have $151M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
16
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$45.7M
2
CIC
Cutler Investment Counsel
Oregon
$7.02M
3
Citadel Advisors
Citadel Advisors
Florida
$991K
4
TYCC
Texas Yale Capital Corp
Florida
$564K
5
Bank of America
Bank of America
North Carolina
$6.68M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$4.73M
2
Jane Street
Jane Street
New York
$1.17M
3
CSIA
Charles Schwab Investment Advisory
California
$36.6M
4
FWM
Frontier Wealth Management
Missouri
$5.8M
5
NPC
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
26
Tillar-Wenstrup Advisors
Ohio
$474K +$25.6K +743 +6%
MHS
27
M Holdings Securities
Oregon
$370K -$32.5K -943 -8%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$346K +$346K +10,045 New
LPL Financial
29
LPL Financial
California
$319K +$47.3K +1,375 +17%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$255K +$9.64K +280 +4%
SFS
31
Summit Financial Strategies
Ohio
$250K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$223K +$223K +6,483 New
HCM
33
Harvest Capital Management
New Hampshire
$209K -$51.1K -1,485 -20%
WG
34
Welch Group
Alabama
$153K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$108K -$10.1K -294 -9%
ASN
36
Advisory Services Network
Georgia
$95K – – –
CCM
37
Covington Capital Management
California
$68K – – –
GT
38
Glenmede Trust
Pennsylvania
$50K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$39K +$32.1K +934 +467%
SWP
40
Stratos Wealth Partners
Ohio
$37K +$37K +1,075 New
CMBA
41
C.M. Bidwell & Associates
Hawaii
$26K +$26K +743 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$23K +$14.8K +432 +179%
GWS
43
Glassman Wealth Services
Virginia
$21K +$21K +600 New
MRCM
44
M&R Capital Management
New Jersey
$20K – – –
PMFA
45
Plante Moran Financial Advisors
Michigan
$10K – – –
AG
46
Advisor Group
Arizona
$7K – – –
BlackRock
47
BlackRock
New York
$5K – – –
HWP
48
Hefty Wealth Partners
Indiana
$4K – – –
SFG
49
SevenBridge Financial Group
Pennsylvania
$4K +$4K +113 New
ST
50
Sageworth Trust
Pennsylvania
$3K – – –
1
2
3