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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 $400M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
18
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$299M
2
MWM
2
Merriman Wealth Management
Washington
$4.16M
3
FTUS
3
Flow Traders U.S.
New York
$13.8M
4
Jane Street
4
Jane Street
New York
$7.54M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$579K

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.56M
3
Citadel Advisors
3
Citadel Advisors
Florida
$205K
4
C
4
Certuity
Florida
$0
5
LPL Financial
5
LPL Financial
California
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$755K +$203K +6,241 +37%
SMC
27
Smith, Moore & Co
Missouri
$725K – – –
CIBC World Market
28
CIBC World Market
Ontario, Canada
$713K -$35.4K -1,089 -5%
WN
29
Williams & Novak
California
$691K +$691K +21,278 New
DAS
30
Dynamic Advisor Solutions
Arizona
$681K -$313K -9,873 -32%
LPL Financial
31
LPL Financial
California
$652K -$416K -12,804 -39%
SM
32
Sensible Money
Arizona
$588K – – –
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$579K +$579K +17,822 New
CC
34
Callan Capital
California
$548K – – –
RSWM
35
Robertson Stephens Wealth Management
California
$539K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$507K -$169K -5,219 -25%
CGL
37
Clarius Group LLC
Washington
$397K -$97.3K -2,996 -20%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$393K +$393K +12,111 New
SFA
39
Sequoia Financial Advisors
Ohio
$378K +$378K +11,635 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$369K -$51.1K -1,573 -12%
JWA
41
JFS Wealth Advisors
Pennsylvania
$356K -$17.5K -538 -5%
CIAS
42
CFS Investment Advisory Services
New Jersey
$355K -$67.9K -2,092 -16%
TBWA
43
Three Bridge Wealth Advisors
California
$342K +$195 +6 +0.1%
Bank of America
44
Bank of America
North Carolina
$326K -$89.1K -2,742 -21%
KAS
45
Kestra Advisory Services
Texas
$316K -$1.85K -57 -0.6%
UBS Group
46
UBS Group
Switzerland
$313K -$29.7K -915 -9%
CRI
47
Colonial River Investments
Virginia
$312K +$6.76K +208 +2%
IFA
48
Index Fund Advisors
California
$309K – – –
AAS
49
Avantax Advisory Services
Texas
$300K +$11.4K +350 +4%
Mariner
50
Mariner
Kansas
$289K -$141K -4,337 -33%
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