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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
SWM
51
SVA Wealth Management
Wisconsin
$312K
CG
52
Caprock Group
Idaho
$275K +$252K +11,601 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$273K +$265K +12,216 New
PAG
54
Private Advisor Group
New Jersey
$252K -$145K -6,662 -38%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$228K +$1.87K +86 +0.9%
AG
56
Advisor Group
Arizona
$226K -$1.07M -49,283 -83%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$222K -$396K -18,253 -65%
Stifel Financial
58
Stifel Financial
Missouri
$215K +$209K +9,645 New
CFA
59
Carroll Financial Associates
North Carolina
$158K
WG
60
Welch Group
Alabama
$111K
MOS
61
MGO One Seven
Ohio
$101K +$98.1K +4,517 New
CMBA
62
C.M. Bidwell & Associates
Hawaii
$68K +$65.9K +3,038 New
ADL
63
Asset Dedication LLC
California
$67K
US Bancorp
64
US Bancorp
Minnesota
$65K
SPIA
65
Steward Partners Investment Advisory
New York
$50K +$10.3K +475 +27%
TFS
66
TrustCore Financial Services
Tennessee
$47K +$45.9K +2,113 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35K +$3.99K +184 +14%
CA
68
Crewe Advisors
Utah
$31K +$30.4K +1,401 New
WTB
69
Washington Trust Bank
Washington
$30K +$28.7K +1,323 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$27K -$13.5K -622 -34%
JCM
71
Jacobi Capital Management
Pennsylvania
$26K +$109 +5 +0.5%
BTIS
72
BB&T Investment Services
North Carolina
$26K +$1.91K +88 +8%
SWP
73
Stratos Wealth Partners
Ohio
$26K +$25.1K +1,154 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$23K +$22.5K +1,037 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$19K