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Invesco FTSE RAFI Emerging Markets ETF

128 hedge funds and large institutions have $1.07B invested in Invesco FTSE RAFI Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

4% less capital invested

Capital invested by funds: $1.12B → $1.07B (-$49M)

2.73% less ownership

Funds ownership: 79.72%76.99% (-2.7%)

6% less funds holding

Funds holding: 136128 (-8)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
48
Reduced
36
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
51
Red Tortoise LLC
Georgia
$579K -$19K -852 -3%
LPT
52
Legacy Private Trust
Wisconsin
$566K +$2.57K +115 +0.4%
CWM
53
Collaborative Wealth Management
Florida
$548K +$559K +25,017 New
JWA
54
JFS Wealth Advisors
Pennsylvania
$544K +$1.19K +53 +0.2%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$502K +$11.8K +527 +2%
SWM
56
Sculati Wealth Management
Michigan
$502K +$47.2K +2,110 +10%
Creative Planning
57
Creative Planning
Kansas
$500K +$61K +2,729 +14%
SF
58
Summit Financial
New Jersey
$471K
RJFSA
59
Raymond James Financial Services Advisors
Florida
$459K -$33.9K -1,516 -7%
IA
60
IFG Advisory
Georgia
$448K +$22 +1 +0%
Mariner
61
Mariner
Kansas
$434K +$75.2K +3,362 +20%
Jane Street
62
Jane Street
New York
$378K -$1.6M -71,469 -81%
Renaissance Technologies
63
Renaissance Technologies
New York
$376K +$384K +17,195 New
EWM
64
Empirical Wealth Management
Washington
$364K +$110K +4,910 +42%
MWM
65
MorganRosel Wealth Management
Colorado
$363K +$4.05K +181 +1%
FIA
66
Foundations Investment Advisors
Arizona
$343K -$17.8K -796 -5%
EWA
67
Exencial Wealth Advisors
Oklahoma
$336K +$344K +15,372 New
SSWM
68
Sheets Smith Wealth Management
North Carolina
$321K +$62.7K +2,806 +24%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$301K -$29.8K -1,331 -9%
WFA
70
Wade Financial Advisory
California
$274K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$245K +$145K +6,471 +137%
Citadel Advisors
72
Citadel Advisors
Florida
$219K -$1.03M -46,175 -82%
WG
73
Welch Group
Alabama
$218K
KCM
74
Kathmere Capital Management
Pennsylvania
$203K +$207K +9,261 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$200K +$18.7K +836 +10%