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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 $403M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$2.87M
2
FTUS
Flow Traders U.S.
New York
$11.6M
3
DAS
Dynamic Advisor Solutions
Arizona
$953K
4
LSA
L & S Advisors
California
$582K
5
Cerity Partners
Cerity Partners
New York
$273K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.16M
2
CSIA
Charles Schwab Investment Advisory
California
$280M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$865K
4
AWS
Atria Wealth Solutions
New York
$0
5
OMC
Old Mission Capital
Illinois
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
76
Valley National Advisers
Pennsylvania
$25K – – –
SSB
77
Sandy Spring Bank
Maryland
$23K +$23K +748 New
VCM
78
Versant Capital Management
Arizona
$22.6K – – –
IGWM
79
ICA Group Wealth Management
Colorado
$18.3K – – –
AP
80
Arlington Partners
Alabama
$16.3K +$16.3K +529 New
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$13.8K -$15.6K -391 -53%
LFG
82
Larson Financial Group
Missouri
$11.7K – – –
CA
83
Clearstead Advisors
Ohio
$10.5K – – –
GT
84
Glenmede Trust
Pennsylvania
$9.95K – – –
CCM
85
Chilton Capital Management
Texas
$9.3K – – –
Toronto Dominion Bank
86
Toronto Dominion Bank
Ontario, Canada
$7K +$2.43K +82 +53%
GWSG
87
GPS Wealth Strategies Group
Colorado
$6.51K – – –
MFT
88
Moisand Fitzgerald Tamayo
Florida
$6.35K – – –
CIAS
89
Capital Investment Advisory Services
North Carolina
$4.65K – – –
FFA
90
Farther Finance Advisors
California
$3.7K +$3.7K +120 New
TF
91
TimeScale Financial
Massachusetts
$3.63K – – –
AC
92
AlphaCore Capital
California
$3.08K – – –
FSWA
93
Financial Synergies Wealth Advisors
Texas
$1.82K +$1.82K +59 New
RMA
94
Roffman Miller Associates
Pennsylvania
$739 +$739 +24 New
PO
95
Private Ocean
California
$92 +$92 +3 New
IA
96
IFP Advisors
Florida
$31 – – –
Citigroup
97
Citigroup
New York
$31 +$31 +1 New
AWS
98
Atria Wealth Solutions
New York
– -$991K -31,952 Closed
AAS
99
Ameritas Advisory Services
Nebraska
– -$21.5K -693 Closed
ASN
100
Advisory Services Network
Georgia
– -$11.3K -365 Closed
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4
5