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

84 hedge funds and large institutions have $386M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
33
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$281M
2
Invesco
Invesco
Georgia
$29.4M
3
CIC
Cutler Investment Counsel
Oregon
$10.2M
4
AIM
Alhambra Investment Management
Florida
$1.3M
5
Jane Street
Jane Street
New York
$1.27M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Ameriprise
Ameriprise
Minnesota
$2.85M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$983K
4
OMC
Old Mission Capital
Illinois
$1.37M
5
Morgan Stanley
Morgan Stanley
New York
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
51
Paragon Capital Management (Colorado)
Colorado
$264K +$793 +23 +0.3%
KTC
52
Kistler-Tiffany Companies
Pennsylvania
$245K +$90.7K +2,631 +59%
RJA
53
Raymond James & Associates
Florida
$226K -$49K -1,424 -18%
WFA
54
Wipfli Financial Advisors
Wisconsin
$226K +$226K +6,548 New
Baird Financial Group
55
Baird Financial Group
Wisconsin
$222K -$18.3K -529 -8%
IWM
56
IHT Wealth Management
Illinois
$207K -$16.7K -484 -7%
PA
57
Parallel Advisors
California
$151K – – –
CMBA
58
C.M. Bidwell & Associates
Hawaii
$109K – – –
AF
59
Allworth Financial
California
$85K -$11.1K -321 -12%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$46K +$5.42K +157 +13%
CIAS
61
CFS Investment Advisory Services
New Jersey
$45K +$43.7K +1,523,021 +3,352%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$43K -$15K -439 -26%
AF
63
Advisornet Financial
Minnesota
$41K – – –
IA
64
IFP Advisors
Florida
$39K +$39K +1,080 +108,000%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$21K -$3.59K -105 -15%
VCM
66
Versant Capital Management
Arizona
$18K +$3.22K +93 +22%
PMFA
67
Plante Moran Financial Advisors
Michigan
$18K +$18K +522 New
GWS
68
Glassman Wealth Services
Virginia
$17K +$17K +500 New
GT
69
Glenmede Trust
Pennsylvania
$16K – – –
JWBC
70
John W. Brooker & Co
California
$15K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$11K -$6.68K -192 -38%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$7K -$1.96K -56 -22%
BlackRock
73
BlackRock
New York
$5K – – –
CIAS
74
Capital Investment Advisory Services
North Carolina
$5K – – –
GWSG
75
GPS Wealth Strategies Group
Colorado
$5K +$5K +139 New
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3
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