Invesco FTSE RAFI Developed Markets ex-US ETF
64 hedge funds and large institutions have $613M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $530M → $613M (+$82.3M)
2.55% more ownership
Funds ownership: 66.55% → 69.1% (+2.5%)
2% more funds holding
Funds holding: 63 → 64 (+1)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$36.8M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$11.9M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$8.71M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
+$4.81M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$5.64M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.46M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.69M |
| 4 |
Jane Street
New York
|
-$2.07M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$1.52M |
PXF Hedge Fund Activity: Q1 2015 in Review
64 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2015, worth a combined $613M — up 16% from $530M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PXF positions and 3 closed out — a net gain of 1 holder — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Invesco, adding an estimated $36.8M. The largest seller was RegentAtlantic Capital, cutting an estimated $5.64M.
- 64 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2015, up from 63 in Q4 2014.
- Funds reported $613M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2015, up 16% quarter-over-quarter.
- 4 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2015 and 3 closed out, a net change of +1 holder.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2015 was Invesco, an estimated $36.8M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2015 was RegentAtlantic Capital, an estimated $5.64M sold.
Based on aggregated 13F filings for Q1 2015.