We are live on ! Find out more
PXH icon

Invesco FTSE RAFI Emerging Markets ETF

85 hedge funds and large institutions have $770M invested in Invesco FTSE RAFI Emerging Markets ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $651M → $770M (+$119M)

10% more funds holding

Funds holding: 7785 (+8)

3.6% more ownership

Funds ownership: 70.59%74.2% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
25
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$3.32M +$543K +25,000 +20%
JWA
27
JFS Wealth Advisors
Pennsylvania
$2.77M -$70.8K -3,261 -3%
LPL Financial
28
LPL Financial
California
$2.54M +$237K +10,940 +11%
KWM
29
Kingsview Wealth Management
Oregon
$1.74M +$53.4K +2,460 +3%
TA
30
Tiedemann Advisors
New York
$1.5M
6M
31
6 Meridian
Kansas
$1.29M +$1.25M +57,624 New
AP
32
Agilis Partners
Massachusetts
$1.25M
BTS
33
BB&T Securities
Virginia
$1.05M -$4.08K -188 -0.4%
OGC
34
Oak Grove Capital
New Hampshire
$962K +$935K +43,090 New
HSBC Holdings
35
HSBC Holdings
United Kingdom
$882K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$846K -$8.57M -394,743 -91%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$786K -$1.65K -76 -0.2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$678K -$31.3K -1,440 -5%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$590K -$19.3K -891 -3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$589K -$1.27M -58,451 -69%
HighTower Advisors
41
HighTower Advisors
Illinois
$558K -$156K -7,174 -22%
CCM
42
Chilton Capital Management
Texas
$549K +$164K +7,550 +44%
B
43
Bridgeworth
Alabama
$504K +$99.3K +4,575 +25%
N
44
Natixis
France
$465K +$9.4K +433 +2%
RFC
45
Regions Financial Corp
Alabama
$429K -$8.71K -401 -2%
Renaissance Technologies
46
Renaissance Technologies
New York
$418K +$407K +18,726 New
OC
47
Oppenheimer & Co
New York
$379K +$369K +16,980 New
HFS
48
HL Financial Services
Kentucky
$374K -$165K -7,588 -31%
SSWM
49
Sheets Smith Wealth Management
North Carolina
$374K +$24.1K +1,110 +7%
MHS
50
M Holdings Securities
Oregon
$332K -$999 -46 -0.3%