Invesco FTSE RAFI Developed Markets ex-US ETF
112 hedge funds and large institutions have $734M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
12% more funds holding
Funds holding: 100 → 112 (+12)
4% more capital invested
Capital invested by funds: $707M → $734M (+$26.8M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.17% less ownership
Funds ownership: 67.25% → 66.08% (-1.2%)
14% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.8M |
| 2 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
+$3.45M |
| 3 |
AO
Advisor OS
Chicago,
Illinois
|
+$1.57M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.09M |
| 5 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$17.5M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$12.9M |
| 3 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$7.94M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.34M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.05M |
PXF Hedge Fund Activity: Q1 2021 in Review
112 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2021, worth a combined $734M — up 3.8% from $707M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PXF positions and 11 closed out — a net gain of 12 holders — while 31 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.8M. The largest seller was Jane Street, exiting entirely with an estimated $17.5M sold.
- 112 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2021, up from 100 in Q4 2020.
- Funds reported $734M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2021, up 3.8% quarter-over-quarter.
- 23 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2021 and 11 closed out, a net change of +12 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2021 was Morgan Stanley, an estimated $20.8M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2021 was Jane Street, an estimated $17.5M sold.
Based on aggregated 13F filings for Q1 2021.