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

86 hedge funds and large institutions have $340M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.29M
2
CSIA
Charles Schwab Investment Advisory
California
$245M
3
Citadel Advisors
Citadel Advisors
Florida
$1.66M
4
Invesco
Invesco
Georgia
$28.3M
5
Jane Street
Jane Street
New York
$1.53M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$348K
2
WFA
Wade Financial Advisory
California
$1.42M
3
IWC
Integrated Wealth Concepts
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bridge Advisory
California
$894K -$49.1K -1,918 -5%
CIAS
27
CFS Investment Advisory Services
New Jersey
$802K +$766K +766,121 +2,106%
AAS
28
Avantax Advisory Services
Texas
$658K +$403K +15,752 +159%
GW
29
GW & Wade
Massachusetts
$654K +$10.1K +393 +2%
Morgan Stanley
30
Morgan Stanley
New York
$652K -$332K -12,969 -34%
KA
31
Klingman & Associates
New York
$631K – – –
C
32
Certuity
Florida
$629K – – –
CRI
33
Colonial River Investments
Virginia
$611K -$479K -18,690 -44%
RSWM
34
Robertson Stephens Wealth Management
California
$588K – – –
CIBC World Market
35
CIBC World Market
Ontario, Canada
$575K +$8.4K +328 +1%
PC
36
Prairiewood Capital
North Dakota
$536K +$148K +5,767 +38%
CST
37
Charles Schwab Trust
Nevada
$530K +$301K +11,735 +131%
SMC
38
Smith, Moore & Co
Missouri
$517K +$68.1K +2,659 +15%
CC
39
Callan Capital
California
$432K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$428K +$6.86K +268 +2%
Creative Planning
41
Creative Planning
Kansas
$411K -$74.7K -2,913 -15%
WFA
42
Wipfli Financial Advisors
Wisconsin
$402K +$402K +15,682 New
JWA
43
JFS Wealth Advisors
Pennsylvania
$367K -$31.1K -1,212 -8%
UBS Group
44
UBS Group
Switzerland
$362K -$538K -21,011 -60%
LPL Financial
45
LPL Financial
California
$358K -$14.3K -558 -4%
FTUS
46
Flow Traders U.S.
New York
$348K -$1.02M -39,717 -74%
CAG
47
Csenge Advisory Group
Florida
$343K +$343K +13,381 New
TBWA
48
Three Bridge Wealth Advisors
California
$317K +$14K +546 +5%
Osaic Holdings
49
Osaic Holdings
Arizona
$291K -$1.77K -69 -0.6%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$284K -$2.25K -88 -0.8%
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