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

175 hedge funds and large institutions have $1.29B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
–
Holders Change %
0%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
49
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$541M
2
Invesco
2
Invesco
Georgia
$239M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.64M
4
UBS Group
4
UBS Group
Switzerland
$6.17M
5
JWWM
5
Johnson & White Wealth Management
Pennsylvania
$14.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$911K
2
Morgan Stanley
2
Morgan Stanley
New York
$47.1M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Jane Street
4
Jane Street
New York
$10M
5
Bank of America
5
Bank of America
North Carolina
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$3.81M -$185K -3,794 -5%
US Bancorp
27
US Bancorp
Minnesota
$3.49M -$60.9K -1,251 -2%
WA
28
Waverly Advisors
Alabama
$3.41M -$6.91K -142 -0.2%
BCG
29
Breakwater Capital Group
New Jersey
$3.35M +$9.69K +199 +0.3%
KW
30
KWB Wealth
California
$3.29M -$129K -2,589 -4%
AIC
31
Archer Investment Corporation
Indiana
$3.19M -$10.7K -219 -0.3%
GT
32
Glenmede Trust
Pennsylvania
$3.19M – – –
VP
33
Verum Partners
North Carolina
$2.94M -$224K -4,595 -7%
Creative Planning
34
Creative Planning
Kansas
$2.84M +$335K +6,886 +13%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$44.8K +920 +2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.34M -$3.13M -64,357 -57%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.27M +$50.3K +1,033 +2%
AO
38
Advisor OS
Illinois
$2.14M +$720K +14,784 +51%
PO
39
Private Ocean
California
$1.98M -$65K -1,336 -3%
VPP
40
Vertex Planning Partners
Illinois
$1.97M -$486K -9,993 -20%
RTL
41
Red Tortoise LLC
Georgia
$1.88M +$16.6K +341 +0.9%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.81M +$36K +739 +2%
CWM
43
Cornerstone Wealth Management
Missouri
$1.69M +$113K +2,322 +7%
SWM
44
Shakespeare Wealth Management
Wisconsin
$1.53M -$125K -2,577 -8%
CAM
45
Cidel Asset Management
Ontario, Canada
$1.52M +$316K +6,500 +26%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.46M +$91.6K +1,881 +7%
CPCP
47
Cedar Point Capital Partners
Iowa
$1.44M +$29.1K +598 +2%
DWM
48
Drive Wealth Management
Utah
$1.4M +$127K +2,611 +10%
Mariner
49
Mariner
Kansas
$1.34M +$44.7K +918 +3%
ACA
50
Atlas Capital Advisors
Wyoming
$1.24M – – –
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