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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
CMBA
76
C.M. Bidwell & Associates
Hawaii
$64K -$13K -670 -18%
ACA
77
Atlas Capital Advisors
Wyoming
$61.4K +$56.1K +2,900 New
PA
78
Parallel Advisors
California
$52K +$13.6K +705 +40%
SPIA
79
Steward Partners Investment Advisory
New York
$48K -$3.91K -202 -8%
TFS
80
TrustCore Financial Services
Tennessee
$45K
VCM
81
Versant Capital Management
Arizona
$43K -$2.75K -142 -6%
GRP
82
Global Retirement Partners
California
$29K -$17.6K -907 -40%
CA
83
Crewe Advisors
Utah
$28K
APA
84
American Portfolios Advisors
New York
$23.1K +$77 +4 +0.4%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$21K -$27.9K -1,442 -59%
APWA
86
Atlas Private Wealth Advisors
New Jersey
$15K +$13.9K +718 New
BA
87
Bellwether Advisors
Nebraska
$14K +$13.7K +708 New
MCC
88
Money Concepts Capital
Florida
$13K +$12.3K +636 New
PFBT
89
Parkside Financial Bank & Trust
Missouri
$12K
GFPC
90
Global Financial Private Client
Florida
$11.9K +$10.9K +564 New
BW
91
Bison Wealth
Georgia
$11K +$9.73K +503 +50,300%
VFA
92
Valeo Financial Advisors
Indiana
$10K
MFT
93
Moisand Fitzgerald Tamayo
Florida
$8K +$7.61K +393 New
MPCG
94
Matrix Private Capital Group
New York
$7K
NFG
95
Next Financial Group
Texas
$6K
AW
96
Avion Wealth
Texas
$5K
Franklin Resources
97
Franklin Resources
California
$5K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$4K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$4K
ASN
100
Advisory Services Network
Georgia
$4K +$3.68K +190 New