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Invesco FTSE RAFI Emerging Markets ETF

75 hedge funds and large institutions have $595M invested in Invesco FTSE RAFI Emerging Markets ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 7375 (+2)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

1% more capital invested

Capital invested by funds: $586M → $595M (+$8.58M)

0.92% less ownership

Funds ownership: 72.3%71.38% (-0.92%)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
26
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$228K -$335K -16,836 -60%
CCM
52
Chilton Capital Management
Texas
$225K +$226K +11,342 New
AI
53
Atria Investments
North Carolina
$216K -$7.95K -399 -4%
RIA
54
Regal Investment Advisors
Michigan
$214K +$10.2K +511 +5%
AF
55
Allworth Financial
California
$124K
WG
56
Welch Group
Alabama
$100K +$100K +5,040 New
Creative Planning
57
Creative Planning
Kansas
$95K -$1.07K -54 -1%
CFA
58
Carroll Financial Associates
North Carolina
$89K
ADL
59
Asset Dedication LLC
California
$60K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$59K +$6.63K +333 +13%
US Bancorp
61
US Bancorp
Minnesota
$54K
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K +$119 +6 +0.5%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$17K
NFG
64
Next Financial Group
Texas
$17K +$17.2K +866 New
BTIS
65
BB&T Investment Services
North Carolina
$16K +$4.14K +208 +35%
SPIA
66
Steward Partners Investment Advisory
New York
$15K
SEI Investments
67
SEI Investments
Pennsylvania
$10K +$9.88K +496 New
JCM
68
Jacobi Capital Management
Pennsylvania
$10K +$10K +502 New
OIA
69
OneDigital Investment Advisors
Kansas
$8K +$7.79K +391 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$4K -$4.62K -232 -51%
HI
71
Hudock Inc
Pennsylvania
$3K
FWM
72
Focused Wealth Management
New York
$2K
FMP
73
Financial Management Professionals
Texas
-$4.38M -220,356 Closed
Baird Financial Group
74
Baird Financial Group
Wisconsin
-$1.57M -79,024 Closed
UFF
75
USA Financial Formulas
Michigan
-$878K -44,271 Closed