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

169 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
53
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$224M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37M
3
PI
3
PFS Investments
Georgia
$31.8M
4
Jane Street
4
Jane Street
New York
$17.1M
5
JWWM
5
Johnson & White Wealth Management
Pennsylvania
$10.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$540M
2
Morgan Stanley
2
Morgan Stanley
New York
$42M
3
FTUS
3
Flow Traders U.S.
New York
$2.27M
4
CAM
4
Cidel Asset Management
Ontario, Canada
$1.05M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
76
Drive Wealth Management
Utah
$650K +$277K +6,290 +74%
KFI
77
Key Financial Inc
Pennsylvania
$607K – – –
Cerity Partners
78
Cerity Partners
New York
$569K +$327K +7,423 +135%
OMC
79
Old Mission Capital
Illinois
$568K +$568K +12,896 New
SCA
80
Snowden Capital Advisors
New York
$566K – – –
Renaissance Technologies
81
Renaissance Technologies
New York
$560K +$560K +12,700 New
Osaic Holdings
82
Osaic Holdings
Arizona
$528K +$529 +12 +0.1%
MG
83
Mather Group
Illinois
$518K -$33.3K -755 -6%
AAS
84
Avantax Advisory Services
Texas
$508K -$8.95K -203 -2%
PP
85
PDS Planning
Ohio
$499K – – –
LNC
86
Lincoln National Corp
Pennsylvania
$495K +$220 +5 +0%
BCI
87
Brinker Capital Investments
Pennsylvania
$494K -$12.7K -288 -3%
OPS
88
Orion Portfolio Solutions
Nebraska
$494K +$494K +11,220 New
AWE
89
Avidian Wealth Enterprises
Texas
$442K +$110K +2,505 +33%
QPWM
90
Quadrant Private Wealth Management
Pennsylvania
$403K – – –
OWA
91
Octavia Wealth Advisors
Ohio
$396K +$23.9K +543 +6%
GWM
92
Geneos Wealth Management
Colorado
$381K +$199K +4,509 +109%
WIC
93
Woodmont Investment Counsel
Tennessee
$364K -$3.3K -75 -0.9%
AWM
94
AE Wealth Management
Kansas
$352K +$19.9K +452 +6%
LWA
95
Lowe Wealth Advisors
Maryland
$348K +$243K +5,520 +232%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$348K +$89.1K +2,024 +34%
SFS
97
Solitude Financial Services
Virginia
$312K -$3.75K -85 -1%
AWS
98
AJ Wealth Strategies
New York
$310K – – –
Betterment LLC
99
Betterment LLC
New York
$301K -$30.4K -690 -9%
Citigroup
100
Citigroup
New York
$295K +$33.4K +759 +13%
2 3
4
5 6