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

93 hedge funds and large institutions have $358M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
29
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$273M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.47M
3
ADL
3
Asset Dedication LLC
California
$681K
4
AWM
4
Axxcess Wealth Management
California
$487K
5
Cerity Partners
5
Cerity Partners
New York
$327K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$4.26M
2
Jane Street
2
Jane Street
New York
$3.45M
3
OMC
3
Old Mission Capital
Illinois
$0
4
AIM
4
Alhambra Investment Management
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$470K
Name Holding Trade Value Shares
Change 		Shares
Change %
TBWA
51
Three Bridge Wealth Advisors
California
$284K -$56.9K -1,762 -17%
UBS Group
52
UBS Group
Switzerland
$277K +$7.85K +243 +3%
SFS
53
Summit Financial Strategies
Ohio
$261K – – –
AF
54
Allworth Financial
California
$231K -$33.1K -993 -13%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$210K -$3.62K -112 -2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$207K -$75.9K -2,349 -27%
CG
57
CFO4Life Group
Texas
$203K +$1.71K +53 +0.8%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$199K +$46.4K +1,436 +30%
Osaic Holdings
59
Osaic Holdings
Arizona
$166K +$45.9K +1,420 +38%
AIM
60
Access Investment Management
Georgia
$151K -$62.2K -1,925 -29%
PO
61
Private Ocean
California
$146K – – –
PA
62
Parallel Advisors
California
$127K – – –
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$104K +$43.2K +1,320 +71%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$102K +$86.7K +2,683 +567%
CMBA
65
C.M. Bidwell & Associates
Hawaii
$96.2K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$87.8K +$37.4K +1,158 +74%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$76K +$12.3K +380 +19%
ACA
68
Aptus Capital Advisors
Alabama
$52.8K +$52.8K +1,634 New
BIA
69
Bell Investment Advisors
California
$46.3K -$969 -30 -2%
PS
70
Principal Securities
Iowa
$43.5K +$1.62K +50 +4%
HNB
71
Huntington National Bank
Ohio
$37.8K -$38.5K – –
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$28.3K -$11.1K -343 -28%
VCM
73
Versant Capital Management
Arizona
$18.7K – – –
LI
74
LRI Investments
Florida
$17K – – –
CAL
75
Capital Analysts LLC
Pennsylvania
$17K +$17K +519 New
1 2
3
4 5