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

99 hedge funds and large institutions have $389M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
34
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$815K
4
CIC
Cutler Investment Counsel
Oregon
$10.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$547K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$290M
2
FTUS
Flow Traders U.S.
New York
$9.36M
3
WFA
Wade Financial Advisory
California
$1.74M
4
Jane Street
Jane Street
New York
$6.67M
5
Invesco
Invesco
Georgia
$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$813K +$35.8K +1,088 +5%
LSA
27
L & S Advisors
California
$777K +$10.6K +322 +1%
SMC
28
Smith, Moore & Co
Missouri
$714K -$19.8K -601 -3%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$705K -$17.4K -530 -2%
DAS
30
Dynamic Advisor Solutions
Arizona
$701K -$4.67K -142 -0.7%
WN
31
Williams & Novak
California
$691K – – –
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$600K +$14.3K +434 +2%
SM
33
Sensible Money
Arizona
$595K – – –
LPL Financial
34
LPL Financial
California
$594K -$66.5K -2,022 -10%
CC
35
Callan Capital
California
$555K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$547K +$547K +16,637 New
RSWM
37
Robertson Stephens Wealth Management
California
$535K -$10.3K -314 -2%
CRI
38
Colonial River Investments
Virginia
$478K +$161K +4,908 +51%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$460K +$86.5K +2,631 +23%
CIAS
40
CFS Investment Advisory Services
New Jersey
$418K +$58.7K +1,785 +16%
Bank of America
41
Bank of America
North Carolina
$399K +$68.5K +2,082 +21%
Morgan Stanley
42
Morgan Stanley
New York
$389K -$375K -11,407 -49%
SFA
43
Sequoia Financial Advisors
Ohio
$374K -$8.88K -270 -2%
TBWA
44
Three Bridge Wealth Advisors
California
$347K +$625 +19 +0.2%
JWA
45
JFS Wealth Advisors
Pennsylvania
$340K -$20.7K -628 -6%
KAS
46
Kestra Advisory Services
Texas
$324K +$4.11K +125 +1%
IFA
47
Index Fund Advisors
California
$313K – – –
Mariner
48
Mariner
Kansas
$306K +$13.3K +403 +5%
AAS
49
Avantax Advisory Services
Texas
$305K +$1.28K +39 +0.4%
EFA
50
Efficient Frontier Advisors
Connecticut
$290K +$1.51K +46 +0.5%
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