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

101 hedge funds and large institutions have $267M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
35
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.65M
2
FTUS
Flow Traders U.S.
New York
+$1.9M
3
MWM
Modern Wealth Management
Kansas
+$1.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$482K
5
Jane Street
Jane Street
New York
+$445K

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$8.24M
2
CIC
Cutler Investment Counsel
Oregon
-$2.03M
3
Invesco
Invesco
Georgia
-$1.38M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$410K
5
UBS Group
UBS Group
Switzerland
-$281K
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
26
Beckerman Institutional
New Jersey
$674K +$46.1K +1,378 +7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$670K -$410K -12,252 -38%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$606K -$25.7K -767 -4%
Bank of America
29
Bank of America
North Carolina
$603K +$31.2K +932 +5%
LPL Financial
30
LPL Financial
California
$571K +$60.6K +1,809 +12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$568K -$15.5K -462 -3%
CC
32
Callan Capital
California
$565K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$560K +$12.2K +365 +2%
RSWM
34
Robertson Stephens Wealth Management
California
$545K – – –
ADL
35
Asset Dedication LLC
California
$499K -$9.44K -282 -2%
WN
36
Williams & Novak
California
$480K +$32.2K +960 +7%
SFA
37
Sequoia Financial Advisors
Ohio
$470K +$3.01K +90 +0.6%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$441K +$11.3K +338 +3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$435K +$301 +9 +0.1%
SM
40
Sensible Money
Arizona
$409K -$9.44K -282 -2%
CA
41
CoreCap Advisors
Michigan
$388K +$31.5K +941 +9%
Mariner
42
Mariner
Kansas
$383K +$33.7K +1,007 +10%
WP
43
Westmount Partners
California
$378K +$378K +11,296 New
IFA
44
Index Fund Advisors
California
$318K – – –
EFA
45
Efficient Frontier Advisors
Connecticut
$306K +$2.44K +73 +0.8%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$306K +$14K +419 +5%
JWA
47
JFS Wealth Advisors
Pennsylvania
$302K -$38.3K -1,145 -11%
CIAS
48
CFS Investment Advisory Services
New Jersey
$275K -$8.88K -265 -3%
SFS
49
Summit Financial Strategies
Ohio
$262K -$7.97K -238 -3%
Cerity Partners
50
Cerity Partners
New York
$259K -$38.5K -1,150 -13%
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