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Invesco FTSE RAFI Emerging Markets ETF

125 hedge funds and large institutions have $1.03B invested in Invesco FTSE RAFI Emerging Markets ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more capital invested

Capital invested by funds: $868M → $1.03B (+$159M)

16% more funds holding

Funds holding: 108125 (+17)

8.61% more ownership

Funds ownership: 71.31%79.91% (+8.6%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
27
Increased
37
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
101
Global Financial Private Client
Florida
$12.7K
MPCG
102
Matrix Private Capital Group
New York
$12K +$5.09K +227 +70%
SWM
103
Spire Wealth Management
Virginia
$12K +$11.8K +524 New
BW
104
Bison Wealth
Georgia
$11K +$67 +3 +0.6%
VFA
105
Valeo Financial Advisors
Indiana
$10K
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$9K +$9.24K +412 New
MFT
107
Moisand Fitzgerald Tamayo
Florida
$8K -$696 -31 -8%
NFG
108
Next Financial Group
Texas
$8K +$1.3K +58 +19%
EVM
109
Eaton Vance Management
Massachusetts
$7K +$6.73K +300 New
Franklin Resources
110
Franklin Resources
California
$6K
AW
111
Avion Wealth
Texas
$5K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$4K
US Bancorp
113
US Bancorp
Minnesota
$3K
BC
114
Belmont Capital
California
$2K
FCB
115
First Command Bank
Texas
$2K +$1.57K +70 New
FCFS
116
First Command Financial Services
Texas
$2K +$1.57K +70 New
TRCT
117
Tower Research Capital (TRC)
New York
$2K +$2.24K +100 New
ATC
118
Adirondack Trust Company
New York
$1K +$1.14K +51 New
6M
119
6 Meridian
Kansas
-$3.41M -161,067 Closed
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
-$341K -16,131 Closed
RJA
121
Raymond James & Associates
Florida
-$310K -14,662 Closed
HF
122
HRT Financial
New York
-$305K -14,427 Closed
FCH
123
Freestone Capital Holdings
Washington
-$212K -10,027 Closed
CF
124
Centaurus Financial
California
-$113K -5,330 Closed
GRP
125
Global Retirement Partners
California
-$29.9K -1,334 -99%