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

99 hedge funds and large institutions have $389M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
34
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.85M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$815K
4
CIC
Cutler Investment Counsel
Oregon
$10.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$547K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$290M
2
FTUS
Flow Traders U.S.
New York
$9.36M
3
WFA
Wade Financial Advisory
California
$1.74M
4
Jane Street
Jane Street
New York
$6.67M
5
Invesco
Invesco
Georgia
$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$290M -$13.1M -398,107 -4%
CIC
2
Cutler Investment Counsel
Oregon
$10.4M +$736K +22,381 +8%
FTUS
3
Flow Traders U.S.
New York
$9.36M -$4.62M -140,657 -33%
Invesco
4
Invesco
Georgia
$7.69M -$835K -25,396 -10%
OWM
5
Opes Wealth Management
California
$6.74M -$56.9K -1,730 -0.8%
Jane Street
6
Jane Street
New York
$6.67M -$961K -29,241 -13%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.29M +$2.96K +90 +0%
MWM
8
Merriman Wealth Management
Washington
$4.15M -$58.4K -1,777 -1%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.74M +$67.9K +2,066 +2%
DSA
10
Droms Strauss Advisors
Missouri
$3.66M +$1.12K +34 +0%
Ameriprise
11
Ameriprise
Minnesota
$2.74M +$160K +4,881 +6%
OMC
12
Old Mission Capital
Illinois
$2.35M +$299K +9,100 +15%
AIM
13
Alhambra Investment Management
Florida
$2.14M +$13.2K +401 +0.6%
KW
14
KWB Wealth
California
$2.12M -$75.5K -2,296 -3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.85M +$1.46M +44,282 +366%
Citadel Advisors
16
Citadel Advisors
Florida
$1.78M +$1.57M +47,754 +756%
WFA
17
Wade Financial Advisory
California
$1.74M -$1.07M -32,570 -38%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.57M +$318K +9,684 +25%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.55M -$29.7K -901 -2%
CST
20
Charles Schwab Trust
Nevada
$1.08M -$263 -8 -0%
Wells Fargo
21
Wells Fargo
California
$1.03M +$59.2K +1,802 +6%
SIM
22
Studio Investment Management
Illinois
$970K +$145K +4,401 +18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$944K +$431K +13,092 +84%
KA
24
Klingman & Associates
New York
$855K – – –
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$815K +$815K +25,546 New
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