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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 $400M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
18
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$299M
2
MWM
2
Merriman Wealth Management
Washington
$4.16M
3
FTUS
3
Flow Traders U.S.
New York
$13.8M
4
Jane Street
4
Jane Street
New York
$7.54M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$579K

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.56M
3
Citadel Advisors
3
Citadel Advisors
Florida
$205K
4
C
4
Certuity
Florida
$0
5
LPL Financial
5
LPL Financial
California
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
101
Sandy Spring Bank
Maryland
– -$22.1K -748 Closed
CCM
102
Chilton Capital Management
Texas
– -$8.92K -302 Closed
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4.34K -147 Closed
GWS
104
Glassman Wealth Services
Virginia
– -$3.3K -112 Closed
NA
105
NewEdge Advisors
Louisiana
– -$2.3K -78 Closed
FSWA
106
Financial Synergies Wealth Advisors
Texas
– -$1.74K -59 Closed
1 2 3 4
5