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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
MWM
51
MorganRosel Wealth Management
Colorado
$417K -$11K -566 -3%
IA
52
IFG Advisory
Georgia
$401K +$14K +721 +4%
OMC
53
Old Mission Capital
Illinois
$383K +$351K +18,134 New
Creative Planning
54
Creative Planning
Kansas
$345K +$23.8K +1,231 +8%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$341K -$20.6K -1,062 -6%
FIA
56
Foundations Investment Advisors
Arizona
$333K -$12.3K -636 -4%
EWA
57
Exencial Wealth Advisors
Oklahoma
$317K +$290K +14,982 New
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$313K +$286K +14,794 New
RJA
59
Raymond James & Associates
Florida
$310K -$157K -8,136 -36%
HF
60
HRT Financial
New York
$305K +$279K +14,427 New
WFA
61
Wade Financial Advisory
California
$265K
RVPG
62
Relative Value Partners Group
$230K +$211K +10,887 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$214K -$64.7K -3,342 -25%
FCH
64
Freestone Capital Holdings
Washington
$212K -$308K -15,918 -61%
WG
65
Welch Group
Alabama
$201K +$184K +9,494 New
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$170K +$1.1K +57 +0.7%
CFD
67
Creative Financial Designs
Indiana
$165K +$151K +7,805 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$132K +$95K +4,907 +377%
GLLW
69
Graves Light Lenhart Wealth
Virginia
$129K +$118K +6,089 New
GI
70
Gradient Investments
Minnesota
$116K
CF
71
Centaurus Financial
California
$113K +$103K +5,330 New
IA
72
IFP Advisors
Florida
$101K +$7.68K +397 +9%
CIAS
73
Capital Investment Advisory Services
North Carolina
$90K +$15.9K +820 +24%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$76K +$14.8K +764 +27%
BlackRock
75
BlackRock
New York
$73K +$12.6K +649 +23%