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Invesco FTSE RAFI Emerging Markets ETF

141 hedge funds and large institutions have $1.07B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

1% more funds holding

Funds holding: 140141 (+1)

2.4% less ownership

Funds ownership: 83.56%81.15% (-2.4%)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

17% less capital invested

Capital invested by funds: $1.3B → $1.07B (-$227M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
37
Reduced
42
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
76
Wade Financial Advisory
California
$227K
EWM
77
Empirical Wealth Management
Washington
$226K -$98.2K -5,055 -29%
WG
78
Welch Group
Alabama
$215K +$33.4K +1,720 +17%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$209K -$40.9K -2,105 -15%
CST
80
Charles Schwab Trust
Nevada
$200K -$332K -17,106 -61%
SWP
81
Stratos Wealth Partners
Ohio
$194K +$18.1K +933 +10%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$186K -$19.9K -1,026 -9%
PWM
83
Penobscot Wealth Management
Maine
$184K +$4.02K +207 +2%
Stifel Financial
84
Stifel Financial
Missouri
$183K +$195K +10,055 New
GI
85
Gradient Investments
Minnesota
$120K
Bessemer Group
86
Bessemer Group
New Jersey
$91K
CIAS
87
Capital Investment Advisory Services
North Carolina
$77K
SC
88
Seldon Capital
California
$73K
SSC
89
Syverson Strege & Co
Iowa
$70K +$758 +39 +1%
CA
90
Clearstead Advisors
Ohio
$67K +$16.7K +861 +31%
CMBA
91
C.M. Bidwell & Associates
Hawaii
$50K
William Blair & Company
92
William Blair & Company
Illinois
$49K +$39.4K +2,027 +307%
VCM
93
Versant Capital Management
Arizona
$46K -$2.68K -138 -5%
SPIA
94
Steward Partners Investment Advisory
New York
$39K -$1.59K -82 -4%
TFS
95
TrustCore Financial Services
Tennessee
$38K
GLLW
96
Graves Light Lenhart Wealth
Virginia
$34K -$71.5K -3,679 -66%
CCM
97
Chilton Capital Management
Texas
$26K -$4.26M -219,205 -99%
CA
98
Crewe Advisors
Utah
$24K
VVP
99
Venture Visionary Partners
Ohio
$23.5K +$25.1K +1,292 New
APA
100
American Portfolios Advisors
New York
$21.3K +$466 +24 +2%