Invesco FTSE RAFI Developed Markets ex-US ETF
116 hedge funds and large institutions have $764M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
4% more funds holding
Funds holding: 112 → 116 (+4)
4% more capital invested
Capital invested by funds: $734M → $764M (+$30.6M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
0.5% less ownership
Funds ownership: 66.08% → 65.58% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.41M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.81M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.67M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.25M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$10.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$1.78M |
| 3 |
Goldman Sachs
New York
|
-$1.53M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.03M |
| 5 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$765K |
PXF Hedge Fund Activity: Q2 2021 in Review
116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q2 2021, worth a combined $764M — up 4.2% from $734M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PXF positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.41M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $10.1M.
- 116 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q2 2021, up from 112 in Q1 2021.
- Funds reported $764M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q2 2021, up 4.2% quarter-over-quarter.
- 12 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q2 2021 and 8 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q2 2021 was Morgan Stanley, an estimated $4.41M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $10.1M sold.
Based on aggregated 13F filings for Q2 2021.