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

86 hedge funds and large institutions have $340M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.29M
2
CSIA
Charles Schwab Investment Advisory
California
$245M
3
Citadel Advisors
Citadel Advisors
Florida
$1.66M
4
Invesco
Invesco
Georgia
$28.3M
5
Jane Street
Jane Street
New York
$1.53M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$348K
2
WFA
Wade Financial Advisory
California
$1.42M
3
IWC
Integrated Wealth Concepts
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
51
Quad-Cities Investment Group
Iowa
$278K -$641 -25 -0.2%
Mariner
52
Mariner
Kansas
$269K +$269K +10,517 New
KFGK
53
Keystone Financial Group (Kentucky)
Kentucky
$249K +$1.87K +73 +0.8%
IFA
54
Index Fund Advisors
California
$243K – – –
CGL
55
Clarius Group LLC
Washington
$217K -$84.2K -3,287 -28%
SFS
56
Summit Financial Strategies
Ohio
$214K – – –
KTC
57
Kistler-Tiffany Companies
Pennsylvania
$113K -$70.1K -2,742 -38%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$108K +$108K +4,214 New
PA
59
Parallel Advisors
California
$101K -$9.83K -383 -9%
CMBA
60
C.M. Bidwell & Associates
Hawaii
$81K – – –
BIA
61
Bell Investment Advisors
California
$71K -$27.6K -1,079 -28%
ACA
62
Aptus Capital Advisors
Alabama
$54K +$54K +2,102 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$41K +$256 +10 +0.6%
IA
64
IFP Advisors
Florida
$39K – – –
VNA
65
Valley National Advisers
Pennsylvania
$35K +$35K +1,339 New
PMFA
66
Plante Moran Financial Advisors
Michigan
$35K +$35K +1,384 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$30K -$671 -26 -2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$25K +$1.42K +56 +6%
CA
69
Clearstead Advisors
Ohio
$19K – – –
VCM
70
Versant Capital Management
Arizona
$13K -$8.17K -310 -39%
GWS
71
Glassman Wealth Services
Virginia
$13K +$229 +9 +2%
TFM
72
TFC Financial Management
Massachusetts
$12K +$12K +450 New
JWBC
73
John W. Brooker & Co
California
$11K – – –
LFG
74
Larson Financial Group
Missouri
$10K +$10K +381 New
GT
75
Glenmede Trust
Pennsylvania
$8K – – –
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