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

86 hedge funds and large institutions have $340M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$3.29M
2
CSIA
2
Charles Schwab Investment Advisory
California
$245M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.66M
4
Invesco
4
Invesco
Georgia
$28.3M
5
Jane Street
5
Jane Street
New York
$1.53M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$348K
2
WFA
2
Wade Financial Advisory
California
$1.42M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$245M +$2.72M +106,154 +1%
Invesco
2
Invesco
Georgia
$28.3M +$1.06M +41,394 +4%
CIC
3
Cutler Investment Counsel
Oregon
$7.76M -$43.6K -1,703 -0.6%
OWM
4
Opes Wealth Management
California
$6.23M -$102K -3,965 -2%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.29M +$3.29M +128,599 New
DSA
6
Droms Strauss Advisors
Missouri
$2.76M -$203K -7,922 -7%
Ameriprise
7
Ameriprise
Minnesota
$2.48M +$233K +9,146 +10%
RPSA
8
Richard P. Slaughter Associates
Texas
$2.47M +$505K +19,710 +26%
AF
9
Allworth Financial
California
$2.32M -$264K -10,292 -10%
OMC
10
Old Mission Capital
Illinois
$2.24M +$747K +29,175 +50%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.14M +$75.9K +2,962 +4%
BOTW
12
Bank of the West
California
$1.93M -$225K -8,772 -10%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.88M +$651K +25,432 +53%
KW
14
KWB Wealth
California
$1.84M -$244K -9,528 -12%
Wells Fargo
15
Wells Fargo
California
$1.69M +$69.2K +2,703 +4%
Citadel Advisors
16
Citadel Advisors
Florida
$1.66M +$1.66M +64,949 New
Jane Street
17
Jane Street
New York
$1.53M +$907K +35,417 +145%
OPOWM
18
One Plus One Wealth Management
Florida
$1.46M +$39K +1,522 +3%
WFA
19
Wade Financial Advisory
California
$1.42M -$836K -32,656 -37%
AIM
20
Alhambra Investment Management
Florida
$1.37M +$204K +7,977 +17%
AWS
21
Atria Wealth Solutions
New York
$1.25M +$231K +9,028 +23%
WP
22
WealthSource Partners
California
$957K -$122K -4,779 -11%
Bank of America
23
Bank of America
North Carolina
$938K +$12.8K +498 +1%
SIM
24
Studio Investment Management
Illinois
$916K +$52.5K +2,051 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$903K +$16.6K +647 +2%
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