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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 $440M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
22
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$25.5M
2
FTUS
Flow Traders U.S.
New York
+$4.33M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$958K
5
OMC
Old Mission Capital
Illinois
+$659K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$25.3M
2
Invesco
Invesco
Georgia
-$2.86M
3
RPSA
Richard P. Slaughter Associates
Texas
-$2.3M
4
Jane Street
Jane Street
New York
-$2.14M
5
BA
Bridge Advisory
California
-$973K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Chilton Capital Management
Texas
$9.37K +$9.37K +302 New
GWSG
77
GPS Wealth Strategies Group
Colorado
$6.56K +$6.56K +211 New
MFT
78
Moisand Fitzgerald Tamayo
Florida
$6.39K – – –
Toronto Dominion Bank
79
Toronto Dominion Bank
Ontario, Canada
$5K -$50.3K -1,548 -91%
CIAS
80
Capital Investment Advisory Services
North Carolina
$4.68K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
SIS
82
Sound Income Strategies
Florida
$3.94K – – –
TF
83
TimeScale Financial
Massachusetts
$3.66K – – –
AC
84
AlphaCore Capital
California
$3.1K – – –
GWS
85
Glassman Wealth Services
Virginia
$1.8K -$1.68K -54 -48%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$662 +$129 +4,151 +24%
IA
87
IFP Advisors
Florida
$35 -$28K -800 -100%
BA
88
Bridge Advisory
California
– -$973K -32,847 Closed
ACA
89
Aptus Capital Advisors
Alabama
– -$62.3K -2,102 Closed
CPFP
90
Clear Perspectives Financial Planning
Ohio
– -$5.3K -179 Closed
EI
91
Ellevest Inc
New York
– -$2.55K -86 Closed
OSAM
92
O'Shaughnessy Asset Management
Connecticut
– -$1.75K -59 Closed
RBC
93
Romano Brothers & Co
Illinois
– -$1.16K -39 Closed
CFGS
94
Concourse Financial Group Securities
Alabama
– -$888 -30 Closed
TCA
95
Trifecta Capital Advisors
Illinois
– -$207 -7 Closed
Citigroup
96
Citigroup
New York
– -$148 -5 Closed
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