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

99 hedge funds and large institutions have $389M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
34
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$815K
4
CIC
Cutler Investment Counsel
Oregon
$10.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$547K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$290M
2
FTUS
Flow Traders U.S.
New York
$9.36M
3
WFA
Wade Financial Advisory
California
$1.74M
4
Jane Street
Jane Street
New York
$6.67M
5
Invesco
Invesco
Georgia
$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$288K +$288K +8,755 New
CA
52
CoreCap Advisors
Michigan
$286K +$6.54K +199 +2%
UBS Group
53
UBS Group
Switzerland
$274K -$43.1K -1,310 -14%
SFS
54
Summit Financial Strategies
Ohio
$265K – – –
AF
55
Allworth Financial
California
$261K -$20.1K -611 -7%
CGL
56
Clarius Group LLC
Washington
$230K -$171K -5,207 -43%
QCIG
57
Quad-Cities Investment Group
Iowa
$227K +$7.2K +219 +3%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$217K -$37.6K -1,144 -15%
AIM
59
Access Investment Management
Georgia
$217K – – –
KFGK
60
Keystone Financial Group (Kentucky)
Kentucky
$214K – – –
MGW
61
MB Generational Wealth
Washington
$205K +$205K +14,546 New
CG
62
CFO4Life Group
Texas
$205K +$205K +6,237 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$156K +$20.4K +620 +15%
PO
64
Private Ocean
California
$148K – – –
PA
65
Parallel Advisors
California
$129K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$122K -$9.14K -278 -7%
CMBA
67
C.M. Bidwell & Associates
Hawaii
$97.8K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$65K +$6.49K +196 +11%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$61K +$61K +1,859 New
NCM
70
Northwest Capital Management
Oregon
$54K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$51.2K +$10.8K +328 +27%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$49.8K +$263 +8 +0.5%
BIA
73
Bell Investment Advisors
California
$48.1K -$131 -4 -0.3%
PS
74
Principal Securities
Iowa
$42.6K -$8.06K -245 -16%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$40.1K +$6.61K +201 +20%
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