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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 %
HAS
101
HBW Advisory Services
California
$293K +$293K +6,654 New
CIBC World Market
102
CIBC World Market
Ontario, Canada
$281K – – –
EFS
103
Essex Financial Services
Connecticut
$278K – – –
KAS
104
Kestra Advisory Services
Texas
$276K +$276K +6,262 New
RJA
105
Raymond James & Associates
Florida
$275K +$37.9K +861 +16%
KA
106
Klingman & Associates
New York
$252K +$44 +1 +0%
PA
107
Parallel Advisors
California
$251K +$17K +386 +7%
EWM
108
Empirical Wealth Management
Washington
$243K +$243K +5,518 New
TA
109
Tiedemann Advisors
New York
$241K – – –
CIM
110
Cambria Investment Management
California
$236K -$51.5K -1,169 -18%
EAM
111
Empirical Asset Management
Massachusetts
$231K +$1.81K +41 +0.8%
PWM
112
Perigon Wealth Management
California
$222K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$220K – – –
CWM
114
Castle Wealth Management
Florida
$213K – – –
LSA
115
Lion Street Advisors
Texas
$209K +$209K +4,753 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K – – –
CIAS
117
Capital Investment Advisory Services
North Carolina
$204K -$70.2K -1,594 -26%
BWP
118
Baldwin Wealth Partners
Massachusetts
$203K – – –
CWC
119
Carolinas Wealth Consulting
North Carolina
$196K +$2.2K +50 +1%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$161K +$31.1K +705 +24%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$160K +$16K +363 +11%
CFGS
122
Concourse Financial Group Securities
Alabama
$109K +$109K +2,477 New
GGI
123
Godsey & Gibb Inc
Virginia
$109K -$180K -4,075 -62%
CA
124
Crewe Advisors
Utah
$73.5K – – –
HNB
125
Huntington National Bank
Ohio
$67.7K -$63.8K – –
3 4
5
6 7