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

60 hedge funds and large institutions have $261M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
17
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.75M
2
Invesco
Invesco
Georgia
$4.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32M
4
SL
Systelligence LLC
Minnesota
$4.9M
5
Citadel Advisors
Citadel Advisors
Florida
$5.05M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$192M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$426K
3
Jane Street
Jane Street
New York
$1.1M
4
Ameriprise
Ameriprise
Minnesota
$4.59M
5
BOTW
Bank of the West
California
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
26
Southland Equity Partners
Missouri
$520K +$520K +15,051 New
LPL Financial
27
LPL Financial
California
$513K +$22.9K +663 +5%
MSWMA
28
Market Street Wealth Management Advisors
Indiana
$476K -$114K -3,286 -19%
RJA
29
Raymond James & Associates
Florida
$453K -$98.4K -2,848 -18%
UBS Group
30
UBS Group
Switzerland
$436K +$239K +6,914 +122%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$427K +$6.7K +194 +2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$426K -$2.69M -77,836 -86%
SMC
33
Smith, Moore & Co
Missouri
$384K -$253K -7,324 -40%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$378K +$38K +1,100 +11%
Creative Planning
35
Creative Planning
Kansas
$227K +$227K +6,581 New
KAS
36
Kestra Advisory Services
Texas
$203K +$203K +5,847 New
PA
37
Parallel Advisors
California
$148K +$11.8K +341 +9%
CMBA
38
C.M. Bidwell & Associates
Hawaii
$109K +$59K +1,708 +118%
CFA
39
Carroll Financial Associates
North Carolina
$105K – – –
AF
40
Allworth Financial
California
$95K -$83.7K -2,423 -47%
Osaic Holdings
41
Osaic Holdings
Arizona
$76K +$6.68K +194 +10%
SFP
42
Sterling Financial Planning
New Jersey
$48K +$48K +1,388 New
MRCM
43
M&R Capital Management
New Jersey
$20K – – –
GWS
44
Glassman Wealth Services
Virginia
$17K – – –
GT
45
Glenmede Trust
Pennsylvania
$16K – – –
VCM
46
Versant Capital Management
Arizona
$15K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$12K -$14.6K -422 -55%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$11K +$11K +318 New
BW
49
Bison Wealth
Georgia
$10K +$10K +300 New
FCH
50
Freestone Capital Holdings
Washington
$8.26K +$8.26K +239 New
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