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

96 hedge funds and large institutions have $400M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
18
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$299M
2
MWM
2
Merriman Wealth Management
Washington
$4.16M
3
FTUS
3
Flow Traders U.S.
New York
$13.8M
4
Jane Street
4
Jane Street
New York
$7.54M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$579K

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.56M
3
Citadel Advisors
3
Citadel Advisors
Florida
$205K
4
C
4
Certuity
Florida
$0
5
LPL Financial
5
LPL Financial
California
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFA
51
Efficient Frontier Advisors
Connecticut
$285K +$285K +8,782 New
AF
52
Allworth Financial
California
$278K -$90.8K -2,797 -25%
CA
53
CoreCap Advisors
Michigan
$276K -$5.03K -155 -2%
SFS
54
Summit Financial Strategies
Ohio
$262K – – –
RJFSA
55
Raymond James Financial Services Advisors
Florida
$252K -$24.4K -752 -9%
QCIG
56
Quad-Cities Investment Group
Iowa
$215K -$40.1K -1,250 -16%
AIM
57
Access Investment Management
Georgia
$214K +$214K +6,600 New
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$212K +$212K +6,519 New
EWM
59
Empirical Wealth Management
Washington
$208K +$208K +6,408 New
Citadel Advisors
60
Citadel Advisors
Florida
$205K -$1.23M -38,007 -86%
PO
61
Private Ocean
California
$147K +$147K +4,512 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$134K -$7.31K -225 -5%
Osaic Holdings
63
Osaic Holdings
Arizona
$130K -$23.3K -716 -15%
PA
64
Parallel Advisors
California
$128K – – –
CMBA
65
C.M. Bidwell & Associates
Hawaii
$96.6K – – –
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$88.5K +$747 +23 +0.9%
S
67
SignatureFD
Georgia
$87.1K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$57K -$32 -1 -0.1%
BTI
69
Blue Trust Inc
Georgia
$55K +$55K +1,849 New
NCM
70
Northwest Capital Management
Oregon
$53.4K – – –
PS
71
Principal Securities
Iowa
$50.1K +$50.1K +1,542 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$48.9K +$422 +13 +0.9%
BIA
73
Bell Investment Advisors
California
$47.6K -$13.1K -402 -22%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$39.9K -$11.3K -347 -22%
HNB
75
Huntington National Bank
Ohio
$38K -$34.6K – –
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