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

59 hedge funds and large institutions have $223M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
18
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$70.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.07M
3
SL
Systelligence LLC
Minnesota
+$1.81M
4
DSA
Droms Strauss Advisors
Missouri
+$1.54M
5
CST
Charles Schwab Trust
Nevada
+$1.28M

Top Sellers

1
AFA
Arlington Financial Advisors
California
-$6.23M
2
CCM
Condor Capital Management
New Jersey
-$3.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.13M
4
MSWMA
Market Street Wealth Management Advisors
Indiana
-$1.02M
5
Morgan Stanley
Morgan Stanley
New York
-$670K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
GWM
52
Geneos Wealth Management
Colorado
$5K – – –
ASN
53
Advisory Services Network
Georgia
$5K +$5K +204 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$4K – – –
BlackRock
55
BlackRock
New York
$2K -$1.54K -54 -44%
PWC
56
PYA Waltman Capital
Tennessee
$1K – – –
WT
57
Whittier Trust
California
$1K – – –
SIM
58
Sonora Investment Management
Arizona
$1K – – –
AFA
59
Arlington Financial Advisors
California
– -$6.23M -195,064 Closed
CCM
60
Condor Capital Management
New Jersey
– -$3.2M -100,062 Closed
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
– -$1.13M -35,344 Closed
SC
62
Scotia Capital
Ontario, Canada
– -$316K -9,898 Closed
CAN
63
Cetera Advisor Networks
California
– -$254K -7,952 Closed
SFS
64
Summit Financial Strategies
Ohio
– -$225K -7,038 Closed
MWP
65
MYCIO Wealth Partners
Pennsylvania
– -$133K -4,152 Closed
VFA
66
Valeo Financial Advisors
Indiana
– -$56K -1,739 Closed
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$35.3K -1,105 Closed
LGWM
68
Litman Gregory Wealth Management
California
– -$10K -302 Closed
MA
69
MUFG Americas
New York
– -$7K -211 Closed
FWP
70
FAS Wealth Partners
Kansas
– -$3K -95 Closed
SHWM
71
Silicon Hills Wealth Management
Texas
– -$14 -1 Closed
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