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

55 hedge funds and large institutions have $254M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
12
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$19.1M
2
OWM
Opes Wealth Management
California
+$7.63M
3
SL
Systelligence LLC
Minnesota
+$6.17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.34M
5
ACWM
Adams Chetwood Wealth Management
North Carolina
+$1.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$41.8M
2
Bank of America
Bank of America
North Carolina
-$3.4M
3
DSA
Droms Strauss Advisors
Missouri
-$1.4M
4
GC
GFG Capital
Florida
-$1.33M
5
BOTW
Bank of the West
California
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$505K +$505K +18,430 New
RJA
27
Raymond James & Associates
Florida
$483K -$98.8K -3,604 -17%
LPL Financial
28
LPL Financial
California
$470K -$715K -26,058 -60%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$383K +$5.03K +184 +1%
AF
30
Allworth Financial
California
$142K +$67.3K +2,446 +90%
UBS Group
31
UBS Group
Switzerland
$131K -$290K -10,589 -69%
PA
32
Parallel Advisors
California
$107K – – –
CFA
33
Carroll Financial Associates
North Carolina
$84K -$57.9K -2,113 -41%
Osaic Holdings
34
Osaic Holdings
Arizona
$46K -$47.6K -1,747 -51%
CAN
35
Cetera Advisor Networks
California
$39K +$39K +1,438 New
CMBA
36
C.M. Bidwell & Associates
Hawaii
$37K – – –
MRCM
37
M&R Capital Management
New Jersey
$16K – – –
GWS
38
Glassman Wealth Services
Virginia
$14K -$16.5K -590 -54%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$14K – – –
GT
40
Glenmede Trust
Pennsylvania
$13K – – –
VCM
41
Versant Capital Management
Arizona
$12K +$5.24K +207 +78%
SF
42
Synovus Financial
Georgia
$9K -$7.99K -300 -47%
SMG
43
Spectrum Management Group
Indiana
$7K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$6K – – –
GWM
45
Geneos Wealth Management
Colorado
$6K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$5K -$8.08K -320 -62%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
BlackRock
48
BlackRock
New York
$2K – – –
CA
49
Clearstead Advisors
Ohio
$2K +$2K +78 New
SIM
50
Sonora Investment Management
Arizona
$1K – – –
1
2
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