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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 $375M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.62M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.65M
3
LPL Financial
3
LPL Financial
California
$971K
4
LSA
4
L & S Advisors
California
$975K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.11M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$262M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Invesco
4
Invesco
Georgia
$34.1M
5
FTUS
5
Flow Traders U.S.
New York
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
76
Glenmede Trust
Pennsylvania
$9.48K – – –
CCM
77
Chilton Capital Management
Texas
$8.92K – – –
GWSG
78
GPS Wealth Strategies Group
Colorado
$6.25K – – –
MFT
79
Moisand Fitzgerald Tamayo
Florida
$6.09K – – –
CIAS
80
Capital Investment Advisory Services
North Carolina
$4.46K – – –
JFGIW
81
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.34K +$4.34K +147 New
FFA
82
Farther Finance Advisors
California
$3.55K – – –
GWS
83
Glassman Wealth Services
Virginia
$3.3K +$3.3K +112 New
EWA
84
EverSource Wealth Advisors
Alabama
$2.84K +$2.84K +96 New
NA
85
NewEdge Advisors
Louisiana
$2.3K +$2.3K +78 New
FSWA
86
Financial Synergies Wealth Advisors
Texas
$1.74K – – –
IA
87
IFP Advisors
Florida
$30 – – –
MWM
88
Merriman Wealth Management
Washington
– -$4.52M -146,709 Closed
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
– -$2.12M -68,762 Closed
Cerity Partners
90
Cerity Partners
New York
– -$273K -8,888 Closed
RPSA
91
Richard P. Slaughter Associates
Texas
– -$241K -7,829 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$233K -7,561 Closed
KFGK
93
Keystone Financial Group (Kentucky)
Kentucky
– -$218K -7,094 Closed
HAS
94
HBW Advisory Services
California
– -$214K -6,939 Closed
WG
95
Welch Group
Alabama
– -$209K -6,778 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
– -$35.3K -1,146 Closed
SF
97
Safeguard Financial
Wisconsin
– -$28K -913 Closed
IGWM
98
ICA Group Wealth Management
Colorado
– -$18.3K -593 Closed
AP
99
Arlington Partners
Alabama
– -$16.3K -529 Closed
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
– -$7K -236 Closed
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