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Invesco FTSE RAFI Emerging Markets ETF

140 hedge funds and large institutions have $1.3B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

22% more capital invested

Capital invested by funds: $1.07B → $1.3B (+$235M)

9% more funds holding

Funds holding: 128140 (+12)

6.57% more ownership

Funds ownership: 76.99%83.56% (+6.6%)

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
48
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$268K -$19.9K -916 -7%
WFA
77
Wade Financial Advisory
California
$261K +$22 +1 +0%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$234K +$696 +32 +0.3%
FHA
79
First Horizon Advisors
Tennessee
$228K +$238K +10,948 New
WG
80
Welch Group
Alabama
$211K +$3.26K +150 +2%
PWM
81
Penobscot Wealth Management
Maine
$207K +$216K +9,936 New
IC
82
IEQ Capital
California
$207K +$216K +9,940 New
SWP
83
Stratos Wealth Partners
Ohio
$202K +$211K +9,719 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$184K -$7.75K -356 -4%
GI
85
Gradient Investments
Minnesota
$138K
GLLW
86
Graves Light Lenhart Wealth
Virginia
$116K
Bessemer Group
87
Bessemer Group
New Jersey
$104K
CIAS
88
Capital Investment Advisory Services
North Carolina
$89K
SC
89
Seldon Capital
California
$83K
SSC
90
Syverson Strege & Co
Iowa
$59K +$22 +1 +0%
CA
91
Clearstead Advisors
Ohio
$58K
CMBA
92
C.M. Bidwell & Associates
Hawaii
$57K +$22 +1 +0%
VCM
93
Versant Capital Management
Arizona
$56K +$13.4K +617 +30%
SPIA
94
Steward Partners Investment Advisory
New York
$47K +$44 +2 +0.1%
AF
95
Advisornet Financial
Minnesota
$44K
TFS
96
TrustCore Financial Services
Tennessee
$44K +$26.1K +1,200 +131%
CCA
97
Column Capital Advisors
Indiana
$38K +$39.9K +1,832 New
PMFA
98
Plante Moran Financial Advisors
Michigan
$32K +$33.4K +1,537 New
CA
99
Crewe Advisors
Utah
$27K
BL
100
Balentine LLC
Georgia
$25K +$25.8K +1,185 New