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

96 hedge funds and large institutions have $403M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$2.87M
2
FTUS
Flow Traders U.S.
New York
$11.6M
3
DAS
Dynamic Advisor Solutions
Arizona
$953K
4
LSA
L & S Advisors
California
$582K
5
Cerity Partners
Cerity Partners
New York
$273K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.16M
2
CSIA
Charles Schwab Investment Advisory
California
$280M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$865K
4
AWS
Atria Wealth Solutions
New York
$0
5
OMC
Old Mission Capital
Illinois
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
26
GW & Wade
Massachusetts
$787K – – –
KA
27
Klingman & Associates
New York
$779K -$7.33K -238 -0.9%
C
28
Certuity
Florida
$764K +$7.36K +239 +1%
Creative Planning
29
Creative Planning
Kansas
$717K -$55.2K -1,791 -7%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$708K -$2.34K -76 -0.3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$693K +$34.9K +1,133 +5%
SMC
32
Smith, Moore & Co
Missouri
$692K -$12K -388 -2%
LSA
33
L & S Advisors
California
$582K +$582K +18,894 New
SM
34
Sensible Money
Arizona
$557K – – –
Morgan Stanley
35
Morgan Stanley
New York
$531K -$7.85K -255 -1%
CC
36
Callan Capital
California
$520K – – –
RSWM
37
Robertson Stephens Wealth Management
California
$511K – – –
QCIG
38
Quad-Cities Investment Group
Iowa
$474K +$53.9K +1,751 +13%
Mariner
39
Mariner
Kansas
$431K +$133K +4,303 +44%
CIAS
40
CFS Investment Advisory Services
New Jersey
$420K +$185 +6 +0%
AF
41
Allworth Financial
California
$410K -$265K -8,596 -39%
UBS Group
42
UBS Group
Switzerland
$400K +$22.1K +718 +6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$399K +$11.5K +373 +3%
JWA
44
JFS Wealth Advisors
Pennsylvania
$374K -$4.96K -161 -1%
CGL
45
Clarius Group LLC
Washington
$354K – – –
TBWA
46
Three Bridge Wealth Advisors
California
$324K -$2.65K -86 -0.8%
KAS
47
Kestra Advisory Services
Texas
$301K +$370 +12 +0.1%
CRI
48
Colonial River Investments
Virginia
$294K -$91.4K -2,966 -24%
IFA
49
Index Fund Advisors
California
$293K – – –
RJFSA
50
Raymond James Financial Services Advisors
Florida
$282K -$19.5K -634 -6%
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