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Invesco FTSE RAFI Emerging Markets ETF

148 hedge funds and large institutions have $977M invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

1% less funds holding

Funds holding: 150148 (-2)

8.29% less ownership

Funds ownership: 93.17%84.88% (-8.3%)

18% less capital invested

Capital invested by funds: $1.19B → $977M (-$212M)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
46
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
76
Wade Financial Advisory
California
$223K
RJFSA
77
Raymond James Financial Services Advisors
Florida
$220K -$11.7K -630 -5%
CC
78
Callan Capital
California
$214K
BCG
79
Breakwater Capital Group
New Jersey
$191K -$1.95K -105 -0.9%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K -$14.2K -762 -8%
CA
81
Clearstead Advisors
Ohio
$160K +$83.5K +4,487 +100%
CIAS
82
Capital Investment Advisory Services
North Carolina
$142K
GI
83
Gradient Investments
Minnesota
$118K -$242 -13 -0.2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$106K -$9.47K -509 -8%
HIIFS
85
Harel Insurance Investments & Financial Services
Israel
$101K -$1.86K -100 -2%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$98.7K +$74.8K +4,019 +315%
Bessemer Group
87
Bessemer Group
New Jersey
$89K
IA
88
IFP Advisors
Florida
$88.8K -$4.58K -246 -5%
GWM
89
Geneos Wealth Management
Colorado
$86K
LFG
90
Larson Financial Group
Missouri
$71.7K +$74.1K +3,979 +9,474%
JP Morgan Chase
91
JP Morgan Chase
New York
$68.1K -$190K -10,214 -73%
NCM
92
Northwest Capital Management
Oregon
$67.6K
NA
93
NewEdge Advisors
Louisiana
$52.1K +$9.85K +529 +22%
Comerica Bank
94
Comerica Bank
Texas
$46.8K +$48.9K +2,626 New
CMBA
95
C.M. Bidwell & Associates
Hawaii
$38.9K -$10.3K -554 -20%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$32.3K +$9.66K +519 +40%
SPIA
97
Steward Partners Investment Advisory
New York
$29.8K -$50.3K -2,705 -62%
VCM
98
Versant Capital Management
Arizona
$24.7K +$782 +42 +3%
LFA
99
LGT Financial Advisors
Texas
$24.4K +$25.5K +1,372 New
CA
100
Crewe Advisors
Utah
$23.5K