We are live on ! Find out more
PXH icon

Invesco FTSE RAFI Emerging Markets ETF

136 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI Emerging Markets ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7.09% more ownership

Funds ownership: 72.63%79.72% (+7.1%)

6% more funds holding

Funds holding: 128136 (+8)

4% more capital invested

Capital invested by funds: $1.07B → $1.12B (+$40.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
50
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$755K +$637 +28 +0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$664K -$142K -6,257 -17%
LPT
53
Legacy Private Trust
Wisconsin
$575K +$3.8K +167 +0.7%
JWA
54
JFS Wealth Advisors
Pennsylvania
$554K -$17K -746 -3%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$502K +$7.69K +338 +2%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$501K -$13.3K -586 -3%
SF
57
Summit Financial
New Jersey
$480K +$208K +9,151 +74%
SFM
58
Signet Financial Management
New Jersey
$468K -$11.6K -512 -2%
SWM
59
Sculati Wealth Management
Michigan
$465K
IA
60
IFG Advisory
Georgia
$458K +$10.1K +445 +2%
Creative Planning
61
Creative Planning
Kansas
$450K -$9.53K -419 -2%
RTL
62
Red Tortoise LLC
Georgia
$442K +$621K +27,295 New
AWM
63
Aries Wealth Management
Maine
$396K +$132K +5,804 +49%
Mariner
64
Mariner
Kansas
$368K +$21.7K +956 +6%
MWM
65
MorganRosel Wealth Management
Colorado
$366K +$31.6K +1,391 +9%
FIA
66
Foundations Investment Advisors
Arizona
$357K
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$337K +$68 +3 +0%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$302K +$307K +13,497 New
WFA
69
Wade Financial Advisory
California
$280K
SSWM
70
Sheets Smith Wealth Management
North Carolina
$264K +$269K +11,836 New
EWM
71
Empirical Wealth Management
Washington
$261K +$266K +11,703 New
BJL
72
Brighton Jones LLC
Washington
$254K +$2.48K +109 +1%
PPA
73
Parametric Portfolio Associates
Washington
$243K +$248K +10,893 New
TNA
74
True North Advisors
Texas
$224K +$229K +10,069 New
WG
75
Welch Group
Alabama
$223K -$2.66K -117 -1%