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Invesco FTSE RAFI Emerging Markets ETF

108 hedge funds and large institutions have $868M invested in Invesco FTSE RAFI Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $765M → $868M (+$104M)

11% more funds holding

Funds holding: 97108 (+11)

6.88% less ownership

Funds ownership: 78.19%71.31% (-6.9%)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
108
Holders Change
+11
Holders Change %
+11.34%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
29
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.45M -$469K -24,210 -13%
6M
27
6 Meridian
Kansas
$3.41M -$79.7K -4,116 -2%
LPL Financial
28
LPL Financial
California
$3.32M +$1M +51,826 +49%
CST
29
Charles Schwab Trust
Nevada
$3.06M -$116 -6 -0%
SC
30
Sepio Capital
Utah
$2.32M +$7.14K +369 +0.3%
OPS
31
Orion Portfolio Solutions
Nebraska
$2.21M +$573K +29,590 +40%
PCH
32
PGIM Custom Harvest
New Jersey
$1.91M +$1.63M +84,333 New
HighTower Advisors
33
HighTower Advisors
Illinois
$1.84M -$832K -43,007 -33%
SB
34
Strategic Blueprint
Georgia
$1.41M +$1.29M +66,427 New
SSC
35
Syverson Strege & Co
Iowa
$1.41M +$1.28M +66,400 New
N
36
Natixis
France
$1.13M +$14.5K +748 +1%
CAM
37
Cidel Asset Management
Ontario, Canada
$996K +$6.7K +346 +0.7%
OC
38
Oppenheimer & Co
New York
$929K -$21.8K -1,126 -3%
SWM
39
SigFig Wealth Management
California
$921K -$27.7K -1,431 -3%
PC
40
Prairiewood Capital
North Dakota
$852K +$779K +40,258 New
ACP
41
Aviance Capital Partners
Florida
$845K -$19.9K -1,026 -3%
RCM
42
Rivernorth Capital Management
Florida
$803K
UWM
43
USAdvisors Wealth Management
Minnesota
$697K -$171K -8,812 -21%
JWA
44
JFS Wealth Advisors
Pennsylvania
$630K -$149K -7,713 -21%
LPT
45
Legacy Private Trust
Wisconsin
$572K -$22.1K -1,142 -4%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$507K -$4.9K -253 -1%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$454K +$5.11K +264 +1%
KWM
48
Keebeck Wealth Management
Illinois
$448K +$410K +21,162 New
SWM
49
Sculati Wealth Management
Michigan
$439K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$438K -$721K -37,246 -64%