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

94 hedge funds and large institutions have $428M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
29
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$303M
2
Invesco
Invesco
Georgia
$38.2M
3
FTUS
Flow Traders U.S.
New York
$5.02M
4
MWM
Merriman Wealth Management
Washington
$4.48M
5
HighTower Advisors
HighTower Advisors
Illinois
$5.74M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$465K
2
AF
Allworth Financial
California
$898K
3
OPOWM
One Plus One Wealth Management
Florida
$0
4
Citadel Advisors
Citadel Advisors
Florida
$675K
5
OMC
Old Mission Capital
Illinois
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
76
Versant Capital Management
Arizona
$21.9K +$7.32K +247 +50%
IGWM
77
ICA Group Wealth Management
Colorado
$17.6K +$17.6K +593 New
LFG
78
Larson Financial Group
Missouri
$11.3K – – –
GT
79
Glenmede Trust
Pennsylvania
$9.51K – – –
MFT
80
Moisand Fitzgerald Tamayo
Florida
$6.1K – – –
CPFP
81
Clear Perspectives Financial Planning
Ohio
$5.3K +$5.3K +179 New
CIAS
82
Capital Investment Advisory Services
North Carolina
$4.47K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
SIS
84
Sound Income Strategies
Florida
$3.76K +$3.76K +127 New
GWS
85
Glassman Wealth Services
Virginia
$3.31K -$11.8K -400 -78%
TF
86
TimeScale Financial
Massachusetts
$3.02K – – –
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$3K +$903 +31 +43%
AC
88
AlphaCore Capital
California
$2.96K – – –
EI
89
Ellevest Inc
New York
$2.55K +$2.55K +86 New
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$1.75K +$1.75K +59 New
RBC
91
Romano Brothers & Co
Illinois
$1.16K +$1.16K +39 New
CFGS
92
Concourse Financial Group Securities
Alabama
$888 +$888 +30 New
SBL
93
Sargent Bickham Lagudis
Colorado
$296 +$296 +10 New
TCA
94
Trifecta Capital Advisors
Illinois
$207 +$207 +7 New
Citigroup
95
Citigroup
New York
$148 +$148 +5 New
OPOWM
96
One Plus One Wealth Management
Florida
– -$1.46M -56,839 Closed
PC
97
Prairiewood Capital
North Dakota
– -$536K -20,911 Closed
CAG
98
Csenge Advisory Group
Florida
– -$343K -13,381 Closed
TFM
99
TFC Financial Management
Massachusetts
– -$12K -450 Closed
JWBC
100
John W. Brooker & Co
California
– -$11K -435 Closed
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