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

60 hedge funds and large institutions have $261M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
17
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.75M
2
Invesco
Invesco
Georgia
$4.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32M
4
SL
Systelligence LLC
Minnesota
$4.9M
5
Citadel Advisors
Citadel Advisors
Florida
$5.05M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$192M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$426K
3
Jane Street
Jane Street
New York
$1.1M
4
Ameriprise
Ameriprise
Minnesota
$4.59M
5
BOTW
Bank of the West
California
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$192M -$10.5M -304,790 -5%
OWM
2
Opes Wealth Management
California
$9.17M -$86.4K -2,499 -0.9%
CIC
3
Cutler Investment Counsel
Oregon
$8.25M +$224K +6,482 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$5.05M +$295K +8,538 +6%
SL
5
Systelligence LLC
Minnesota
$4.9M +$337K +9,750 +7%
Invesco
6
Invesco
Georgia
$4.64M +$1.29M +37,189 +38%
Ameriprise
7
Ameriprise
Minnesota
$4.59M -$484K -14,019 -10%
DSA
8
Droms Strauss Advisors
Missouri
$3.64M -$24.6K -712 -0.7%
CST
9
Charles Schwab Trust
Nevada
$2.97M -$104 -3 -0%
Wells Fargo
10
Wells Fargo
California
$2.75M +$1.34M +38,772 +95%
ACWM
11
Adams Chetwood Wealth Management
North Carolina
$2.42M +$52.9K +1,532 +2%
CIAS
12
CFS Investment Advisory Services
New Jersey
$2.33M +$2.33M +67,413 New
BOTW
13
Bank of the West
California
$1.87M -$392K -11,329 -17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.83M -$82.6K -2,390 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.32M +$434K +12,565 +49%
Jane Street
16
Jane Street
New York
$1.1M -$1.04M -30,025 -49%
Morgan Stanley
17
Morgan Stanley
New York
$1.01M +$65.2K +1,885 +7%
KW
18
KWB Wealth
California
$990K +$990K +28,637 New
Bank of America
19
Bank of America
North Carolina
$961K +$29.6K +856 +3%
C
20
Certuity
Florida
$849K – – –
KA
21
Klingman & Associates
New York
$839K – – –
WFA
22
Wade Financial Advisory
California
$808K – – –
RSWM
23
Robertson Stephens Wealth Management
California
$793K -$1.11K -32 -0.1%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$766K -$9.3K -269 -1%
JWA
25
JFS Wealth Advisors
Pennsylvania
$676K -$188K -5,433 -22%
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