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

66 hedge funds and large institutions have $215M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
15
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$355K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141K
3
MWP
MYCIO Wealth Partners
Pennsylvania
+$133K
4
PA
Parallel Advisors
California
+$126K
5
CIC
Cutler Investment Counsel
Oregon
+$70.1K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$7.19M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
3
UBS Group
UBS Group
Switzerland
-$1.22M
4
MSWMA
Market Street Wealth Management Advisors
Indiana
-$500K
5
Ameriprise
Ameriprise
Minnesota
-$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$640K +$50.9K +1,592 +9%
UBS Group
27
UBS Group
Switzerland
$619K -$1.22M -38,042 -66%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$445K -$34.8K -1,089 -7%
ATC
29
Argent Trust Co
Tennessee
$357K – – –
MHS
30
M Holdings Securities
Oregon
$334K +$13K +407 +4%
SC
31
Scotia Capital
Ontario, Canada
$316K -$8.17K -256 -3%
UCFA
32
United Capital Financial Advisors
Texas
$313K -$102K -3,200 -25%
CAN
33
Cetera Advisor Networks
California
$254K -$205K -6,416 -45%
WFA
34
Wade Financial Advisory
California
$242K +$242K +7,562 New
SFS
35
Summit Financial Strategies
Ohio
$225K – – –
CFA
36
Carroll Financial Associates
North Carolina
$178K -$21K -659 -11%
PO
37
Private Ocean
California
$160K – – –
WG
38
Welch Group
Alabama
$136K -$93.3K -2,925 -41%
MWP
39
MYCIO Wealth Partners
Pennsylvania
$133K +$133K +4,152 New
PA
40
Parallel Advisors
California
$126K +$126K +3,935 New
CMBA
41
C.M. Bidwell & Associates
Hawaii
$84K +$28.1K +881 +50%
CCM
42
Covington Capital Management
California
$63K – – –
VFA
43
Valeo Financial Advisors
Indiana
$56K +$54.8K +1,702 +4,600%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K +$35.3K +1,105 New
VCM
45
Versant Capital Management
Arizona
$27K -$222 -7 -0.8%
SF
46
Synovus Financial
Georgia
$20K +$20K +638 New
MRCM
47
M&R Capital Management
New Jersey
$19K – – –
GWS
48
Glassman Wealth Services
Virginia
$16K – – –
GT
49
Glenmede Trust
Pennsylvania
$15K – – –
MA
50
MCF Advisors
Kentucky
$14K – – –
1
2
3