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

52 hedge funds and large institutions have $151M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
16
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$45.7M
2
CIC
Cutler Investment Counsel
Oregon
$7.02M
3
Citadel Advisors
Citadel Advisors
Florida
$991K
4
TYCC
Texas Yale Capital Corp
Florida
$564K
5
Bank of America
Bank of America
North Carolina
$6.68M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$4.73M
2
Jane Street
Jane Street
New York
$1.17M
3
CSIA
Charles Schwab Investment Advisory
California
$36.6M
4
FWM
Frontier Wealth Management
Missouri
$5.8M
5
NPC
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$45.7M +$25.9M +753,859 +131%
CSIA
2
Charles Schwab Investment Advisory
California
$36.6M -$1.82M -52,805 -5%
AFA
3
Arlington Financial Advisors
California
$7.7M +$7.7M +211,811 New
CIC
4
Cutler Investment Counsel
Oregon
$7.02M +$2.07M +60,039 +42%
Bank of America
5
Bank of America
North Carolina
$6.68M +$500K +14,528 +8%
FWM
6
Frontier Wealth Management
Missouri
$5.8M -$1.08M -31,273 -16%
Wells Fargo
7
Wells Fargo
California
$5.44M +$364K +10,577 +7%
Ameriprise
8
Ameriprise
Minnesota
$4.73M -$8.37M -243,305 -64%
CFA
9
Carroll Financial Associates
North Carolina
$4.69M -$30.4K -885 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$3.9M +$69K +2,006 +2%
CCM
11
Condor Capital Management
New Jersey
$2.95M +$40K +1,162 +1%
JWA
12
JFS Wealth Advisors
Pennsylvania
$2.78M -$74.1K -2,154 -3%
CAN
13
Cetera Advisor Networks
California
$2.55M -$39.8K -1,157 -2%
BOTW
14
Bank of the West
California
$1.73M -$161K -4,689 -9%
UBS Group
15
UBS Group
Switzerland
$1.37M +$115K +3,329 +9%
RJA
16
Raymond James & Associates
Florida
$1.21M +$27.3K +792 +2%
Jane Street
17
Jane Street
New York
$1.17M -$2.5M -72,767 -68%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.01M +$241K +7,010 +32%
Citadel Advisors
19
Citadel Advisors
Florida
$991K +$991K +28,802 New
S
20
SimplyRich
California
$902K +$902K +26,222 New
SC
21
Scotia Capital
Ontario, Canada
$689K +$18.4K +535 +3%
KA
22
Klingman & Associates
New York
$634K +$75.7K +2,200 +14%
TYCC
23
Texas Yale Capital Corp
Florida
$564K +$564K +16,400 New
MFP
24
Mosaic Financial Partners
California
$488K -$107K -3,123 -18%
PWM
25
Paulson Wealth Management
Illinois
$487K +$487K +14,154 New
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