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

81 hedge funds and large institutions have $380M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
38
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$275M
2
Invesco
Invesco
Georgia
$30.9M
3
FWM
Frontier Wealth Management
Missouri
$3.75M
4
AF
Allworth Financial
California
$2.94M
5
WFA
Wade Financial Advisory
California
$2.56M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.06M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.4M
3
SEA
Stegent Equity Advisors
Texas
$0
4
OPOWM
One Plus One Wealth Management
Florida
$1.61M
5
Jane Street
Jane Street
New York
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bridge Advisory
California
$1.05M -$33.9K -1,191 -3%
UBS Group
27
UBS Group
Switzerland
$1.02M +$796K +27,354 +351%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.01M +$142K +4,870 +16%
SIM
29
Studio Investment Management
Illinois
$981K +$7.48K +257 +0.8%
GW
30
GW & Wade
Massachusetts
$732K +$3.41K +117 +0.5%
IWC
31
Integrated Wealth Concepts
Massachusetts
$727K -$37.6K -1,291 -5%
KA
32
Klingman & Associates
New York
$718K – – –
C
33
Certuity
Florida
$715K – – –
Jane Street
34
Jane Street
New York
$709K -$365K -12,530 -34%
RSWM
35
Robertson Stephens Wealth Management
California
$668K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$650K -$181K -6,200 -22%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$644K -$1.19K -41 -0.2%
Creative Planning
38
Creative Planning
Kansas
$551K +$158K +5,446 +40%
SMC
39
Smith, Moore & Co
Missouri
$510K +$3.81K +131 +0.8%
CC
40
Callan Capital
California
$491K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$478K +$14K +481 +3%
JWA
42
JFS Wealth Advisors
Pennsylvania
$452K -$8.56K -294 -2%
PC
43
Prairiewood Capital
North Dakota
$441K +$441K +15,144 New
LPL Financial
44
LPL Financial
California
$423K +$66.7K +2,291 +19%
TBWA
45
Three Bridge Wealth Advisors
California
$345K -$6.35K -218 -2%
CGL
46
Clarius Group LLC
Washington
$342K +$342K +11,760 New
Osaic Holdings
47
Osaic Holdings
Arizona
$332K -$845 -29 -0.3%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$325K -$119K -4,082 -27%
QCIG
49
Quad-Cities Investment Group
Iowa
$317K +$30.4K +1,042 +11%
AAS
50
Avantax Advisory Services
Texas
$289K +$289K +9,936 New
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