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

81 hedge funds and large institutions have $380M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
38
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$275M
2
Invesco
2
Invesco
Georgia
$30.9M
3
FWM
3
Frontier Wealth Management
Missouri
$3.75M
4
AF
4
Allworth Financial
California
$2.94M
5
WFA
5
Wade Financial Advisory
California
$2.56M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.06M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.4M
3
SEA
3
Stegent Equity Advisors
Texas
$0
4
OPOWM
4
One Plus One Wealth Management
Florida
$1.61M
5
Jane Street
5
Jane Street
New York
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$275M +$37.8M +1,297,337 +16%
Invesco
2
Invesco
Georgia
$30.9M +$6.14M +210,961 +25%
CIC
3
Cutler Investment Counsel
Oregon
$8.87M +$251K +8,622 +3%
OWM
4
Opes Wealth Management
California
$7.2M -$54.7K -1,880 -0.8%
FWM
5
Frontier Wealth Management
Missouri
$3.75M +$3.75M +128,725 New
DSA
6
Droms Strauss Advisors
Missouri
$3.37M +$344K +11,829 +11%
AF
7
Allworth Financial
California
$2.94M +$2.87M +98,599 +4,020%
Ameriprise
8
Ameriprise
Minnesota
$2.57M +$156K +5,349 +6%
WFA
9
Wade Financial Advisory
California
$2.56M +$1.41M +48,288 +122%
BOTW
10
Bank of the West
California
$2.45M +$250K +8,597 +11%
KW
11
KWB Wealth
California
$2.36M +$1.3M +44,507 +121%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.34M +$23.1K +792 +1%
RPSA
13
Richard P. Slaughter Associates
Texas
$2.23M +$39.9K +1,369 +2%
Wells Fargo
14
Wells Fargo
California
$1.84M +$84.4K +2,897 +5%
OMC
15
Old Mission Capital
Illinois
$1.7M +$541K +18,572 +47%
OPOWM
16
One Plus One Wealth Management
Florida
$1.61M -$428K -14,710 -21%
FTUS
17
Flow Traders U.S.
New York
$1.55M +$683K +23,454 +79%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.4M -$577K -19,919 -29%
AIM
19
Alhambra Investment Management
Florida
$1.33M +$237K +8,132 +22%
CRI
20
Colonial River Investments
Virginia
$1.24M +$165K +5,666 +15%
WP
21
WealthSource Partners
California
$1.23M -$260K -8,941 -18%
AWS
22
Atria Wealth Solutions
New York
$1.16M +$811K +27,865 +234%
Morgan Stanley
23
Morgan Stanley
New York
$1.12M -$234K -8,032 -17%
CIAS
24
CFS Investment Advisory Services
New Jersey
$1.06M -$44.6M -1,532,078 -98%
Bank of America
25
Bank of America
North Carolina
$1.05M +$128K +4,413 +14%
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