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

93 hedge funds and large institutions have $358M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
29
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$273M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.47M
3
ADL
Asset Dedication LLC
California
$681K
4
AWM
Axxcess Wealth Management
California
$487K
5
Cerity Partners
Cerity Partners
New York
$327K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$4.26M
2
Jane Street
Jane Street
New York
$3.45M
3
OMC
Old Mission Capital
Illinois
$0
4
AIM
Alhambra Investment Management
Florida
$0
5
Citadel Advisors
Citadel Advisors
Florida
$470K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$693K +$162 +5 +0%
ADL
27
Asset Dedication LLC
California
$681K +$681K +21,076 New
Morgan Stanley
28
Morgan Stanley
New York
$665K +$283K +8,756 +74%
DAS
29
Dynamic Advisor Solutions
Arizona
$653K -$36.4K -1,126 -5%
WN
30
Williams & Novak
California
$626K -$61.5K -1,903 -9%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$621K +$31.3K +967 +5%
LPL Financial
32
LPL Financial
California
$573K -$11K -340 -2%
SM
33
Sensible Money
Arizona
$551K -$34.3K -1,061 -6%
CC
34
Callan Capital
California
$546K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$541K +$3.56K +110 +0.7%
RSWM
36
Robertson Stephens Wealth Management
California
$526K – – –
CRI
37
Colonial River Investments
Virginia
$488K +$18.6K +575 +4%
AWM
38
Axxcess Wealth Management
California
$487K +$487K +15,063 New
Citadel Advisors
39
Citadel Advisors
Florida
$470K -$1.28M -39,521 -73%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$423K -$29.9K -926 -7%
Bank of America
41
Bank of America
North Carolina
$375K -$16.9K -524 -4%
SFA
42
Sequoia Financial Advisors
Ohio
$367K – – –
CA
43
CoreCap Advisors
Michigan
$337K +$56.1K +1,737 +20%
Cerity Partners
44
Cerity Partners
New York
$327K +$327K +10,130 New
JWA
45
JFS Wealth Advisors
Pennsylvania
$313K -$21.2K -656 -6%
Mariner
46
Mariner
Kansas
$310K +$9.76K +302 +3%
IFA
47
Index Fund Advisors
California
$307K – – –
AAS
48
Avantax Advisory Services
Texas
$302K +$1.97K +61 +0.7%
CIAS
49
CFS Investment Advisory Services
New Jersey
$290K -$121K -3,746 -29%
EFA
50
Efficient Frontier Advisors
Connecticut
$288K +$2.59K +80 +0.9%
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