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

99 hedge funds and large institutions have $389M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
34
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$815K
4
CIC
Cutler Investment Counsel
Oregon
$10.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$547K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$290M
2
FTUS
Flow Traders U.S.
New York
$9.36M
3
WFA
Wade Financial Advisory
California
$1.74M
4
Jane Street
Jane Street
New York
$6.67M
5
Invesco
Invesco
Georgia
$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
76
Huntington National Bank
Ohio
$38.5K -$38K – –
IGWM
77
ICA Group Wealth Management
Colorado
$19.5K – – –
VCM
78
Versant Capital Management
Arizona
$19.1K – – –
LI
79
LRI Investments
Florida
$17.3K +$17.3K +527 New
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$15.6K +$7.86K +239 +102%
PMFA
81
Plante Moran Financial Advisors
Michigan
$11.4K +$9.4K +286 +469%
William Blair & Company
82
William Blair & Company
Illinois
$11.1K – – –
CA
83
Clearstead Advisors
Ohio
$11K -$332 -10 -3%
GT
84
Glenmede Trust
Pennsylvania
$10.6K – – –
FCAS
85
First Command Advisory Services
Texas
$9.44K +$9.44K +287 New
TWC
86
TD Waterhouse Canada
Ontario, Canada
$7.88K +$7.88K +242 New
AP
87
Aspect Partners
Virginia
$7.17K – – –
GWSG
88
GPS Wealth Strategies Group
Colorado
$6.95K – – –
MFT
89
Moisand Fitzgerald Tamayo
Florida
$6.77K – – –
CIAS
90
Capital Investment Advisory Services
North Carolina
$4.97K – – –
BL
91
BFSG LLC
California
$4.8K – – –
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$4.57K +$4.57K +139 New
SSB
93
Sandy Spring Bank
Maryland
$3.88K +$3.88K +118 New
AC
94
AlphaCore Capital
California
$3.29K – – –
EWA
95
EverSource Wealth Advisors
Alabama
$3.07K -$4.31K -135 -58%
FSWA
96
Financial Synergies Wealth Advisors
Texas
$1.94K +$1.94K +59 New
FFA
97
Farther Finance Advisors
California
$295 – – –
AWM
98
Avior Wealth Management
Nebraska
$65 +$65 +2 New
CSWM
99
Cassady Schiller Wealth Management
Ohio
$33 +$33 +1 New
EWM
100
Empirical Wealth Management
Washington
– -$208K -6,408 Closed
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