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Invesco FTSE RAFI Emerging Markets ETF

50 hedge funds and large institutions have $251M invested in Invesco FTSE RAFI Emerging Markets ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

14% more funds holding

Funds holding: 4450 (+6)

6% more capital invested

Capital invested by funds: $238M → $251M (+$13.3M)

0.45% more ownership

Funds ownership: 64.55%65% (+0.45%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$343K -$1.13M -54,434 -76%
TWA
27
Tillar-Wenstrup Advisors
Ohio
$296K +$299K +14,430 New
WG
28
Welch Group
Alabama
$295K +$4.88K +235 +2%
MAM
29
Marquette Asset Management
Minnesota
$256K +$260K +12,511 New
Goldman Sachs
30
Goldman Sachs
New York
$234K -$616K -29,679 -72%
SSWM
31
Sheets Smith Wealth Management
North Carolina
$223K +$226K +10,907 New
CAN
32
Cetera Advisor Networks
California
$221K +$224K +10,810 New
Creative Planning
33
Creative Planning
Kansas
$134K -$3.96K -191 -3%
Wells Fargo
34
Wells Fargo
California
$89K -$227K -10,935 -72%
Deutsche Bank
35
Deutsche Bank
Germany
$71K -$177K -8,554 -71%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$61K +$10.4K +500 +20%
LNB
37
Ledyard National Bank
$51K +$51.9K +2,500 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$38K
TRCT
39
Tower Research Capital (TRC)
New York
$34K +$34.3K +1,652 New
WA
40
WFG Advisors
Texas
$31K
GT
41
Glenmede Trust
Pennsylvania
$20K +$20.7K +1,000 New
CEMP
42
Compass Efficient Model Portfolios
Tennessee
$19K -$20.1K -971 -51%
Citigroup
43
Citigroup
New York
$19K +$871 +42 +5%
PFO
44
Pathstone Family Office
New Jersey
$19K +$18.8K +905 New
AIG
45
American International Group
New York
$18.4K -$9.75K -470 -34%
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$16K -$33.8K -1,631 -67%
US Bancorp
47
US Bancorp
Minnesota
$12K
WRM
48
Westport Resources Management
Connecticut
$10K
1IC
49
1919 Investment Counsel
Maryland
$5K
FWM
50
Focused Wealth Management
New York
$2K