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Invesco FTSE RAFI Emerging Markets ETF

90 hedge funds and large institutions have $812M invested in Invesco FTSE RAFI Emerging Markets ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $669M → $812M (+$143M)

9.86% more ownership

Funds ownership: 64.6%74.46% (+9.9%)

6% more funds holding

Funds holding: 8590 (+5)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
33
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
26
Evensky & Katz
Florida
$2.65M +$1.32M +62,604 +99%
CCM
27
Chilton Capital Management
Texas
$2.28M +$505K +23,980 +29%
Wells Fargo
28
Wells Fargo
California
$2.19M +$210K +9,998 +11%
CFA
29
Carroll Financial Associates
North Carolina
$2.17M +$1.69M +80,218 +356%
JWA
30
JFS Wealth Advisors
Pennsylvania
$1.69M -$123K -5,832 -7%
6M
31
6 Meridian
Kansas
$1.64M -$35.3K -1,680 -2%
BTS
32
BB&T Securities
Virginia
$1.21M -$26.3K -1,250 -2%
PPA
33
Parametric Portfolio Associates
Washington
$1.12M +$1.12M +52,996 New
TA
34
Tiedemann Advisors
New York
$1.1M -$209K -9,954 -16%
KWM
35
Kingsview Wealth Management
Oregon
$1.08M -$977K -46,450 -48%
OGC
36
Oak Grove Capital
New Hampshire
$911K
CAN
37
Cetera Advisor Networks
California
$868K +$562K +26,693 +187%
Stifel Financial
38
Stifel Financial
Missouri
$836K -$233K -11,070 -22%
Jane Street
39
Jane Street
New York
$830K -$3.93M -186,642 -83%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$809K -$153K -7,257 -16%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$774K
N
42
Natixis
France
$662K +$2.08K +99 +0.3%
ACP
43
Aviance Capital Partners
Florida
$623K +$65.8K +3,129 +12%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$623K +$83.3K +3,960 +16%
HighTower Advisors
45
HighTower Advisors
Illinois
$603K +$75.7K +3,598 +14%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$586K -$55.3K -2,626 -9%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$457K -$125K -5,940 -22%
OC
48
Oppenheimer & Co
New York
$429K
HFS
49
HL Financial Services
Kentucky
$363K +$361K +17,179 New
RFC
50
Regions Financial Corp
Alabama
$361K +$360K +17,095 New