We are live on ! Find out more
PXH icon

Invesco FTSE RAFI Emerging Markets ETF

125 hedge funds and large institutions have $1.03B invested in Invesco FTSE RAFI Emerging Markets ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more capital invested

Capital invested by funds: $868M → $1.03B (+$159M)

16% more funds holding

Funds holding: 108125 (+17)

8.61% more ownership

Funds ownership: 71.31%79.91% (+8.6%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
27
Increased
37
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
51
Legacy Private Trust
Wisconsin
$620K +$10.7K +479 +2%
JWA
52
JFS Wealth Advisors
Pennsylvania
$575K -$94.5K -4,213 -14%
WP
53
WealthSource Partners
California
$572K +$570K +25,403 New
CIBC World Market
54
CIBC World Market
Ontario, Canada
$536K -$3.73K -166 -0.7%
RVPG
55
Relative Value Partners Group
$522K +$276K +12,314 +113%
CWM
56
Collaborative Wealth Management
Florida
$522K +$563K +25,078 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$496K +$13.2K +587 +3%
KWM
58
Keebeck Wealth Management
Illinois
$477K
SWM
59
Sculati Wealth Management
Michigan
$467K
IA
60
IFG Advisory
Georgia
$451K +$24K +1,070 +6%
OMC
61
Old Mission Capital
Illinois
$394K -$14.3K -637 -4%
Creative Planning
62
Creative Planning
Kansas
$354K -$13.4K -598 -4%
MWM
63
MorganRosel Wealth Management
Colorado
$346K -$97.4K -4,341 -22%
EWA
64
Exencial Wealth Advisors
Oklahoma
$342K +$4.76K +212 +1%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$340K +$6.75K +301 +2%
FIA
66
Foundations Investment Advisors
Arizona
$338K +$1.32K +59 +0.4%
AWM
67
Altium Wealth Management
New York
$294K +$293K +13,061 New
WFA
68
Wade Financial Advisory
California
$282K
Mariner
69
Mariner
Kansas
$233K +$232K +10,359 New
WG
70
Welch Group
Alabama
$214K
AC
71
Abbrea Capital
California
$202K +$202K +8,991 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$200K -$27.5K -1,225 -12%
AIC
73
Ameritas Investment Company
Nebraska
$198K +$197K +8,789 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$158K +$18.3K +814 +13%
GI
75
Gradient Investments
Minnesota
$149K