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

132 hedge funds and large institutions have $811M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-5
Holders Change %
-3.65%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
48
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$497M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.52M
3
CST
Charles Schwab Trust
Nevada
$8.02M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.49M
5
GW
GW & Wade
Massachusetts
$1.9M

Top Sellers

1
Jane Street
Jane Street
New York
$2.5M
2
Invesco
Invesco
Georgia
$44.4M
3
CCM
Chilton Capital Management
Texas
$0
4
Bank of America
Bank of America
North Carolina
$27.2M
5
Morgan Stanley
Morgan Stanley
New York
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Washington Trust
Rhode Island
$4K – – –
HS
127
Horan Securities
United States
$4K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$3K -$223 -7 -7%
LFG
129
Larson Financial Group
Missouri
$3K +$3K +81 New
EW
130
Evoke Wealth
California
$1K – – –
MAM
131
Meeder Asset Management
Ohio
$1K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$3 +$1 +30 +53%
CCM
133
Chilton Capital Management
Texas
– -$3.09M -77,563 Closed
IWC
134
Integrated Wealth Concepts
Massachusetts
– -$801K -20,131 Closed
CIM
135
Cambria Investment Management
California
– -$355K -8,929 Closed
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
– -$312K -7,836 Closed
CCP
137
Clarkston Capital Partners
Michigan
– -$289K -7,270 Closed
OMC
138
Old Mission Capital
Illinois
– -$283K -7,108 Closed
TSS
139
Two Sigma Securities
New York
– -$233K -5,846 Closed
TA
140
Tiedemann Advisors
New York
– -$217K -5,462 Closed
PWM
141
Perigon Wealth Management
California
– -$207K -5,200 Closed
EAM
142
Empirical Asset Management
Massachusetts
– -$205K -5,152 Closed
VVP
143
Venture Visionary Partners
Ohio
– -$89.4K -2,246 Closed
SWM
144
Spire Wealth Management
Virginia
– -$65K -1,642 Closed
WAM
145
Worth Asset Management
Texas
– -$18K -440 Closed
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
– -$12K -325 Closed
CA
147
CoreCap Advisors
Michigan
– -$11K -285 Closed
AIP
148
Ahrens Investment Partners
Louisiana
– -$9K -236 Closed
HR
149
Howe & Rusling
New York
– -$8K -194 Closed
AF
150
Allworth Financial
California
– -$4K -94 Closed
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