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

98 hedge funds and large institutions have $256M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$15.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$406K
3
EWA
EP Wealth Advisors
California
$190K
4
MCM
MAI Capital Management
Ohio
$154K
5
Bank of America
Bank of America
North Carolina
$540K

Top Sellers

1
Charles Schwab
Charles Schwab
California
$182M
2
Jane Street
Jane Street
New York
$581K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.44M
4
FTUS
Flow Traders U.S.
New York
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$517K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$551K +$13.2K +418 +2%
Bank of America
27
Bank of America
North Carolina
$540K +$153K +4,827 +39%
CC
28
Callan Capital
California
$534K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$517K -$1.45M -45,858 -74%
RSWM
30
Robertson Stephens Wealth Management
California
$515K – – –
LPL Financial
31
LPL Financial
California
$482K -$55K -1,739 -10%
ADL
32
Asset Dedication LLC
California
$480K -$28K -884 -5%
UBS Group
33
UBS Group
Switzerland
$456K -$137K -4,343 -23%
SFA
34
Sequoia Financial Advisors
Ohio
$441K +$4.87K +154 +1%
WN
35
Williams & Novak
California
$422K -$6.32K -200 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$411K +$379 +12 +0.1%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$406K +$406K +12,839 New
SM
38
Sensible Money
Arizona
$395K – – –
CA
39
CoreCap Advisors
Michigan
$337K +$6.17K +195 +2%
Mariner
40
Mariner
Kansas
$330K -$759 -24 -0.2%
JWA
41
JFS Wealth Advisors
Pennsylvania
$322K +$6.77K +214 +2%
IFA
42
Index Fund Advisors
California
$301K – – –
EFA
43
Efficient Frontier Advisors
Connecticut
$287K +$3.04K +96 +1%
Cerity Partners
44
Cerity Partners
New York
$281K -$28.6K -905 -9%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$275K +$44.2K +1,397 +19%
CIAS
46
CFS Investment Advisory Services
New Jersey
$268K -$7.08K -224 -3%
SFS
47
Summit Financial Strategies
Ohio
$255K – – –
Raymond James Financial
48
Raymond James Financial
Florida
$237K +$237K +7,482 New
CG
49
CFO4Life Group
Texas
$202K +$2.06K +65 +1%
EWA
50
EP Wealth Advisors
California
$190K +$190K +6,021 New
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2
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