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

57 hedge funds and large institutions have $202M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
14
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.74M
2
Jane Street
Jane Street
New York
+$935K
3
UCFA
United Capital Financial Advisors
Texas
+$388K
4
Bank of America
Bank of America
North Carolina
+$297K
5
CCM
Condor Capital Management
New Jersey
+$162K

Top Sellers

1
Invesco
Invesco
Georgia
-$13.2M
2
CSIA
Charles Schwab Investment Advisory
California
-$1.89M
3
BOTW
Bank of the West
California
-$979K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$886K
5
MSWMA
Market Street Wealth Management Advisors
Indiana
-$829K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$429K +$418 +14 +0.1%
UCFA
27
United Capital Financial Advisors
Texas
$388K +$388K +13,000 New
MHS
28
M Holdings Securities
Oregon
$340K -$1.85K -62 -0.5%
ATC
29
Argent Trust Co
Tennessee
$333K – – –
SC
30
Scotia Capital
Ontario, Canada
$289K -$3.7K -124 -1%
SFS
31
Summit Financial Strategies
Ohio
$210K – – –
PWM
32
Paulson Wealth Management
Illinois
$207K – – –
CFA
33
Carroll Financial Associates
North Carolina
$195K – – –
PO
34
Private Ocean
California
$148K -$51.9K -1,751 -26%
WG
35
Welch Group
Alabama
$127K +$5.07K +170 +4%
CCM
36
Covington Capital Management
California
$59K – – –
CMBA
37
C.M. Bidwell & Associates
Hawaii
$40K – – –
VCM
38
Versant Capital Management
Arizona
$25K – – –
DWM
39
Destination Wealth Management
California
$20K +$20K +686 New
MRCM
40
M&R Capital Management
New Jersey
$17K – – –
GWS
41
Glassman Wealth Services
Virginia
$15K – – –
GWM
42
Geneos Wealth Management
Colorado
$14K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$13K -$13.3K -431 -51%
MA
44
MCF Advisors
Kentucky
$13K +$13K +424 New
QCIG
45
Quad-Cities Investment Group
Iowa
$11K – – –
AG
46
Advisor Group
Arizona
$10K -$5.72K -187 -36%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$6K – – –
MA
48
MUFG Americas
New York
$6K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$5K +$65 +2 +1%
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