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

84 hedge funds and large institutions have $386M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
33
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$281M
2
Invesco
Invesco
Georgia
$29.4M
3
CIC
Cutler Investment Counsel
Oregon
$10.2M
4
AIM
Alhambra Investment Management
Florida
$1.3M
5
Jane Street
Jane Street
New York
$1.27M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Ameriprise
Ameriprise
Minnesota
$2.85M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$983K
4
OMC
Old Mission Capital
Illinois
$1.37M
5
Morgan Stanley
Morgan Stanley
New York
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.03M +$7.07K +205 +0.7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$983K -$1.21M -35,170 -55%
IWC
28
Integrated Wealth Concepts
Massachusetts
$906K -$364K -10,541 -29%
GW
29
GW & Wade
Massachusetts
$863K +$71.8K +2,083 +9%
KA
30
Klingman & Associates
New York
$850K – – –
C
31
Certuity
Florida
$847K – – –
RSWM
32
Robertson Stephens Wealth Management
California
$792K – – –
CIBC World Market
33
CIBC World Market
Ontario, Canada
$764K +$6.1K +177 +0.8%
Osaic Holdings
34
Osaic Holdings
Arizona
$718K +$186K +2,957 +35%
SMC
35
Smith, Moore & Co
Missouri
$600K – – –
CC
36
Callan Capital
California
$582K +$152K +4,404 +35%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$550K +$97K +2,815 +21%
JWA
38
JFS Wealth Advisors
Pennsylvania
$546K -$25.2K -731 -4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$526K -$5.76K -167 -1%
SEA
40
Stegent Equity Advisors
Texas
$469K +$50.8K +1,474 +12%
Creative Planning
41
Creative Planning
Kansas
$465K +$148K +4,300 +47%
LPL Financial
42
LPL Financial
California
$422K -$63.2K -1,832 -13%
TBWA
43
Three Bridge Wealth Advisors
California
$416K +$416K +12,062 New
AWS
44
Atria Wealth Solutions
New York
$411K +$411K +11,929 New
QCIG
45
Quad-Cities Investment Group
Iowa
$339K +$99.7K +2,893 +42%
IFA
46
Index Fund Advisors
California
$328K – – –
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$319K -$11.9K -344 -4%
SFS
48
Summit Financial Strategies
Ohio
$289K -$40.2K -1,164 -12%
MSWMA
49
Market Street Wealth Management Advisors
Indiana
$272K -$58.9K -1,705 -18%
UBS Group
50
UBS Group
Switzerland
$268K +$136K +3,951 +103%
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