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

81 hedge funds and large institutions have $380M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
38
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$275M
2
Invesco
Invesco
Georgia
$30.9M
3
FWM
Frontier Wealth Management
Missouri
$3.75M
4
AF
Allworth Financial
California
$2.94M
5
WFA
Wade Financial Advisory
California
$2.56M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.06M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.4M
3
SEA
Stegent Equity Advisors
Texas
$0
4
OPOWM
One Plus One Wealth Management
Florida
$1.61M
5
Jane Street
Jane Street
New York
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$280K +$11K +377 +4%
IFA
52
Index Fund Advisors
California
$277K – – –
CST
53
Charles Schwab Trust
Nevada
$261K +$261K +8,957 New
SFS
54
Summit Financial Strategies
Ohio
$244K – – –
KTC
55
Kistler-Tiffany Companies
Pennsylvania
$208K +$1.6K +55 +0.8%
CA
56
CoreCap Advisors
Michigan
$169K +$169K +5,801 New
PA
57
Parallel Advisors
California
$126K +$175 +6 +0.1%
BIA
58
Bell Investment Advisors
California
$112K +$112K +3,854 New
CMBA
59
C.M. Bidwell & Associates
Hawaii
$92K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$46K +$7.53K +261 +20%
IA
61
IFP Advisors
Florida
$39K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$35K -$1.97K -67 -5%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$27K +$17.8K +612 +194%
VCM
64
Versant Capital Management
Arizona
$23K +$8.11K +283 +54%
CA
65
Clearstead Advisors
Ohio
$22K +$19.7K +670 +859%
GWS
66
Glassman Wealth Services
Virginia
$15K +$89 +3 +0.6%
JWBC
67
John W. Brooker & Co
California
$13K – – –
GT
68
Glenmede Trust
Pennsylvania
$9K -$4.68K -167 -34%
CCM
69
Chilton Capital Management
Texas
$9K +$9K +302 New
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$7K +$7K +238 New
MFT
71
Moisand Fitzgerald Tamayo
Florida
$6K +$6K +206 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CIAS
73
Capital Investment Advisory Services
North Carolina
$4K – – –
GWSG
74
GPS Wealth Strategies Group
Colorado
$4K +$29 +1 +0.7%
TF
75
TimeScale Financial
Massachusetts
$3K – – –
1 2
3
4