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Research Affiliates’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Research Affiliates’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$14.1M Buy
693,011
+58,172
+9% +$1.15M 8.8% 5
2013
Q2 		$12.2M Buy
+634,839
New +$13.3M 7.65% 7

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Research Affiliates's PXH Position: Q3 2013 in Review

Research Affiliates increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 9.2% in Q3 2013, buying an estimated $1.15M and bringing the position to 693,011 shares worth $14.1M. The position accounts for 8.8% of the portfolio, ranked #5.

Research Affiliates first reported a position in PXH in Q2 2013 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold PXH as of Q3 2013.

  • Research Affiliates held 693,011 shares of Invesco FTSE RAFI Emerging Markets ETF worth $14.1M as of Q3 2013.
  • Research Affiliates bought 58,172 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2013, an estimated $1.15M.
  • Invesco FTSE RAFI Emerging Markets ETF made up 8.8% of Research Affiliates's portfolio in Q3 2013, its #5 holding.
  • Research Affiliates first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2013.

Based on Research Affiliates's 13F filing for Q3 2013, filed 7 Nov 2013.