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Invesco FTSE RAFI Emerging Markets ETF

141 hedge funds and large institutions have $1B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.98% more ownership

Funds ownership: 81.15%89.14% (+8%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 141141 (0)

6% less capital invested

Capital invested by funds: $1.07B → $1B (-$69.9M)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
141
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
33
Reduced
48
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.88M +$53.5K +3,009 +2%
KW
27
KWB Wealth
California
$2.72M -$377K -21,170 -11%
RJA
28
Raymond James & Associates
Florida
$2.67M -$92.7K -5,215 -3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$2.3M +$2.33M +130,847 +1,139%
Wells Fargo
30
Wells Fargo
California
$2.29M -$5.42M -304,917 -68%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.28M +$26.2K +1,475 +1%
SWM
32
SigFig Wealth Management
California
$2.28M -$463K -26,056 -16%
UBS Group
33
UBS Group
Switzerland
$2.21M -$346K -19,467 -12%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$2.14M +$2.35M +132,392 New
IA
35
IFP Advisors
Florida
$2.02M +$54.7K +3,076 +3%
KCM
36
Kathmere Capital Management
Pennsylvania
$1.96M +$1.89M +106,023 +699%
LPL Financial
37
LPL Financial
California
$1.74M -$2.61M -146,957 -58%
RVPG
38
Relative Value Partners Group
$1.74M +$23.4K +1,317 +1%
OPS
39
Orion Portfolio Solutions
Nebraska
$1.53M -$76.6K -4,307 -4%
CST
40
Charles Schwab Trust
Nevada
$1.36M +$1.3M +73,201 +664%
Renaissance Technologies
41
Renaissance Technologies
New York
$1.21M +$690K +38,800 +107%
GW
42
GW & Wade
Massachusetts
$1.11M +$114K +6,421 +10%
AWM
43
Aries Wealth Management
Maine
$1.09M +$308K +17,345 +34%
OC
44
Oppenheimer & Co
New York
$918K -$10.7K -600 -1%
PC
45
Prairiewood Capital
North Dakota
$762K -$246K -13,810 -23%
Jane Street
46
Jane Street
New York
$664K -$2.72M -153,073 -79%
RCM
47
Rivernorth Capital Management
Florida
$614K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$607K -$1.77M -99,385 -73%
WP
49
WealthSource Partners
California
$565K +$4.66K +262 +0.8%
Creative Planning
50
Creative Planning
Kansas
$485K -$11.8K -663 -2%