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

94 hedge funds and large institutions have $428M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
29
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$303M
2
Invesco
Invesco
Georgia
$38.2M
3
FTUS
Flow Traders U.S.
New York
$5.02M
4
MWM
Merriman Wealth Management
Washington
$4.48M
5
HighTower Advisors
HighTower Advisors
Illinois
$5.74M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$465K
2
AF
Allworth Financial
California
$898K
3
OPOWM
One Plus One Wealth Management
Florida
$0
4
Citadel Advisors
Citadel Advisors
Florida
$675K
5
OMC
Old Mission Capital
Illinois
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bridge Advisory
California
$973K -$61.2K -2,065 -6%
AWS
27
Atria Wealth Solutions
New York
$933K -$513K -17,315 -35%
AF
28
Allworth Financial
California
$898K -$1.79M -60,457 -67%
GW
29
GW & Wade
Massachusetts
$757K – – –
KA
30
Klingman & Associates
New York
$757K +$26.3K +888 +4%
AAS
31
Avantax Advisory Services
Texas
$729K -$31.9K -1,077 -4%
C
32
Certuity
Florida
$727K – – –
CRI
33
Colonial River Investments
Virginia
$700K -$5.75K -194 -0.8%
Creative Planning
34
Creative Planning
Kansas
$684K +$209K +7,072 +44%
RSWM
35
Robertson Stephens Wealth Management
California
$680K – – –
SMC
36
Smith, Moore & Co
Missouri
$679K +$81.3K +2,744 +14%
Citadel Advisors
37
Citadel Advisors
Florida
$675K -$1.25M -42,166 -65%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$667K +$2.49K +84 +0.4%
Morgan Stanley
39
Morgan Stanley
New York
$543K -$211K -7,119 -28%
SM
40
Sensible Money
Arizona
$536K +$536K +18,096 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$510K +$15K +508 +3%
CC
42
Callan Capital
California
$500K – – –
CIAS
43
CFS Investment Advisory Services
New Jersey
$465K -$23.3M -786,790 -98%
UBS Group
44
UBS Group
Switzerland
$465K +$46.2K +1,561 +11%
LPL Financial
45
LPL Financial
California
$399K -$15.2K -514 -4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$372K +$372K +12,574 New
JWA
47
JFS Wealth Advisors
Pennsylvania
$371K -$52.8K -1,783 -12%
CGL
48
Clarius Group LLC
Washington
$366K +$115K +3,872 +46%
QCIG
49
Quad-Cities Investment Group
Iowa
$355K +$33.4K +1,126 +10%
TBWA
50
Three Bridge Wealth Advisors
California
$328K -$38.7K -1,308 -11%
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