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

53 hedge funds and large institutions have $232M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
12
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.68M
2
RSWM
Robertson Stephens Wealth Management
California
$684K
3
Jane Street
Jane Street
New York
$1.84M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$293K
5
AAS
Avantax Advisory Services
Texas
$281K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.1M
2
CSIA
Charles Schwab Investment Advisory
California
$174M
3
SL
Systelligence LLC
Minnesota
$3.92M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$766K
5
CGL
Clarius Group LLC
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
26
Market Street Wealth Management Advisors
Indiana
$507K -$143K -4,817 -22%
RJA
27
Raymond James & Associates
Florida
$474K -$49.7K -1,673 -9%
LPL Financial
28
LPL Financial
California
$422K -$87.4K -2,938 -17%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$362K -$54.3K -1,825 -13%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$293K +$293K +9,840 New
AAS
31
Avantax Advisory Services
Texas
$281K +$281K +9,482 New
Goldman Sachs
32
Goldman Sachs
New York
$252K +$252K +8,463 New
UBS Group
33
UBS Group
Switzerland
$169K +$27K +909 +19%
AF
34
Allworth Financial
California
$154K +$298 +10 +0.2%
PA
35
Parallel Advisors
California
$117K +$59 +2 +0.1%
CFA
36
Carroll Financial Associates
North Carolina
$91K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$59K +$9.5K +324 +19%
CMBA
38
C.M. Bidwell & Associates
Hawaii
$43K +$2.82K +95 +7%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$23K +$17.1K +571 +288%
MRCM
40
M&R Capital Management
New Jersey
$17K – – –
GWS
41
Glassman Wealth Services
Virginia
$15K – – –
GT
42
Glenmede Trust
Pennsylvania
$14K – – –
VCM
43
Versant Capital Management
Arizona
$13K -$663 -23 -5%
SMG
44
Spectrum Management Group
Indiana
$8K – – –
GWM
45
Geneos Wealth Management
Colorado
$7K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$6K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
VFA
48
Valeo Financial Advisors
Indiana
$4K +$3.79K +127 +1,814%
CPW
49
Catalyst Private Wealth
California
$4K +$4K +136 New
BlackRock
50
BlackRock
New York
$2K – – –
1
2
3