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Invesco FTSE RAFI Emerging Markets ETF

115 hedge funds and large institutions have $988M invested in Invesco FTSE RAFI Emerging Markets ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $845M → $988M (+$142M)

11% more funds holding

Funds holding: 104115 (+11)

2.73% more ownership

Funds ownership: 72.81%75.54% (+2.7%)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
22
Increased
44
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$158M -$7.65M -359,478 -5%
BCI
2
Brinker Capital Investments
Pennsylvania
$134M +$39.2M +1,842,707 +42%
Invesco
3
Invesco
Georgia
$83.8M +$1.68M +79,153 +2%
AAS
4
Avantax Advisory Services
Texas
$82.1M +$72.3M +3,398,250 +776%
USAA
5
United Services Automobile Association
Texas
$70.4M
TAIM
6
TD Ameritrade Investment Management
Nebraska
$69.2M +$654K +30,737 +1%
Bank of America
7
Bank of America
North Carolina
$53.1M -$65.6M -3,082,033 -55%
FCH
8
Freestone Capital Holdings
Washington
$38.5M +$2.42M +113,722 +7%
WA
9
Waverly Advisors
Alabama
$27.1M +$549K +25,790 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.5M +$2.74M +128,976 +12%
Morgan Stanley
11
Morgan Stanley
New York
$21.3M +$977K +45,931 +5%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.3M -$250K -11,740 -1%
RIG
13
RiverFront Investment Group
Virginia
$15.4M -$370K -17,390 -2%
PI
14
PFS Investments
Georgia
$15.1M +$1.24M +58,514 +9%
UBS Group
15
UBS Group
Switzerland
$13.8M +$462K +21,705 +3%
Wells Fargo
16
Wells Fargo
California
$13.5M +$8.29M +389,850 +163%
Citadel Advisors
17
Citadel Advisors
Florida
$12.1M +$12M +562,949 New
Ameriprise
18
Ameriprise
Minnesota
$10.5M -$2.57M -120,860 -20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.89M +$6.73M +316,299 +217%
JP Morgan Chase
20
JP Morgan Chase
New York
$8.51M -$2.69M -126,413 -24%
RJA
21
Raymond James & Associates
Florida
$8.21M +$238K +11,194 +3%
KPW
22
Kore Private Wealth
New York
$7.03M +$822K +38,636 +13%
LPT
23
Legacy Private Trust
Wisconsin
$6.94M -$7.88M -370,518 -53%
CFA
24
Carroll Financial Associates
North Carolina
$6.73M +$2.35M +110,674 +54%
MWM
25
Merriman Wealth Management
Washington
$6.39M +$6.35M +298,684 New