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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
CSIA
1
Charles Schwab Investment Advisory
California
$451M +$150M +6,881,988 +47%
Charles Schwab
2
Charles Schwab
California
$165M +$62M +2,851,251 +56%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M +$90.5M +4,160,797 +120%
Ameriprise
4
Ameriprise
Minnesota
$67.4M +$11.4M +524,380 +19%
BCI
5
Brinker Capital Investments
Pennsylvania
$57.7M +$901K +41,390 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$49.8M
WA
7
Waverly Advisors
Alabama
$49.2M +$1.93M +88,692 +4%
Invesco
8
Invesco
Georgia
$48.3M -$6.52M -299,475 -11%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$48.1M +$173K +7,967 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$17M +$1.11M +50,798 +7%
Bank of America
11
Bank of America
North Carolina
$16.5M +$5.88M +270,278 +52%
HighTower Advisors
12
HighTower Advisors
Illinois
$16.1M +$3.11M +143,105 +23%
AAS
13
Avantax Advisory Services
Texas
$12.8M -$908K -41,751 -6%
FTUS
14
Flow Traders U.S.
New York
$11.4M +$11.9M +547,866 New
Osaic Holdings
15
Osaic Holdings
Arizona
$10.9M -$913K -41,977 -7%
RIL
16
Rothschild Investment LLC
Illinois
$8.79M -$160K -7,365 -2%
CG
17
Colony Group
Massachusetts
$7M +$7.31M +336,004 New
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$6.78M -$6.53M -300,000 -48%
Wells Fargo
19
Wells Fargo
California
$6.04M -$1.22M -56,252 -16%
FWM
20
Foresight Wealth Management
Utah
$5.9M -$1.24K -57 -0%
KPW
21
Kore Private Wealth
New York
$5.61M +$220K +10,131 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.06M -$3.65M -167,864 -41%
CCM
23
Chilton Capital Management
Texas
$4.59M -$14K -643 -0.3%
OPOWM
24
One Plus One Wealth Management
Florida
$4.15M +$935K +42,959 +27%
UBS Group
25
UBS Group
Switzerland
$4.15M -$1.36M -62,589 -24%