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

98 hedge funds and large institutions have $256M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$15.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$406K
3
EWA
EP Wealth Advisors
California
$190K
4
MCM
MAI Capital Management
Ohio
$154K
5
Bank of America
Bank of America
North Carolina
$540K

Top Sellers

1
Charles Schwab
Charles Schwab
California
$182M
2
Jane Street
Jane Street
New York
$581K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.44M
4
FTUS
Flow Traders U.S.
New York
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$517K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
76
Stonebridge Financial Group
Pennsylvania
$13K +$13K +410 New
SPIA
77
Steward Partners Investment Advisory
New York
$12.7K +$12.7K +401 New
CA
78
Clearstead Advisors
Ohio
$10.7K +$95 +3 +0.9%
William Blair & Company
79
William Blair & Company
Illinois
$10.7K – – –
AWM
80
AE Wealth Management
Kansas
$10.6K +$10.6K +336 New
GT
81
Glenmede Trust
Pennsylvania
$10.2K – – –
TAM
82
Tucker Asset Management
Colorado
$8.83K +$95 +3 +1%
MFS
83
Mattson Financial Services
Michigan
$8.19K +$8.19K +233 New
TCM
84
TruNorth Capital Management
Michigan
$6.77K – – –
GWSG
85
GPS Wealth Strategies Group
Colorado
$6.69K – – –
MFT
86
Moisand Fitzgerald Tamayo
Florida
$6.51K – – –
CIAS
87
Capital Investment Advisory Services
North Carolina
$4.78K – – –
BL
88
BFSG LLC
California
$4.62K – – –
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$4.46K +$4.46K +141 New
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$4.4K – – –
AC
91
AlphaCore Capital
California
$3.16K – – –
AWM
92
Accredited Wealth Management
Kentucky
$2.53K +$2.53K +80 New
FWM
93
FSA Wealth Management
Massachusetts
$2.15K – – –
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$1.71K – – –
IA
95
IFP Advisors
Florida
$1.64K – – –
MG
96
Mather Group
Illinois
$1.61K – – –
KSWA
97
Kathleen S. Wright Associates
Pennsylvania
$1.61K – – –
AP
98
Aspect Partners
Virginia
$664 – – –
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$158 +$158 +5 New
FTUS
100
Flow Traders U.S.
New York
– -$1.91M -54,250 Closed
1 2 3
4
5