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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

137 hedge funds and large institutions have $870M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 133 → 137 (+4)

3% more capital invested

Capital invested by funds: $841M → $870M (+$29.4M)

0.31% more ownership

Funds ownership: 73.65% → 73.96% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
40
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$61.1M
2
Invesco
Invesco
Georgia
+$3.71M
3
MML Investors Services
MML Investors Services
Massachusetts
+$3.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.84M
5
OMC
Old Mission Capital
Illinois
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$5.6M
2
MA
MJP Associates
Connecticut
-$3.36M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.99M
4
AWA
Arete Wealth Advisors
Illinois
-$2.85M
5
Wells Fargo
Wells Fargo
California
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
26
Private Ocean
California
$2.33M -$39.4K -838 -2%
ACA
27
Atlas Capital Advisors
Wyoming
$1.96M -$350K -7,447 -15%
CAM
28
Cidel Asset Management
Ontario, Canada
$1.89M +$1.51M +32,052 +362%
GT
29
Glenmede Trust
Pennsylvania
$1.88M -$278K -5,920 -13%
SWM
30
Shakespeare Wealth Management
Wisconsin
$1.74M -$21.1K -449 -1%
N
31
Natixis
France
$1.7M +$549K +11,670 +46%
FAIM
32
Financial Advocates Investment Management
Washington
$1.69M +$325K +6,913 +23%
BAM
33
Belpointe Asset Management
Nevada
$1.66M +$1.69M +35,908 New
PC
34
Prairiewood Capital
North Dakota
$1.45M – – –
JMPWA
35
JP Morgan Private Wealth Advisors
California
$1.44M +$73.6K +1,565 +5%
RVPG
36
Relative Value Partners Group
$1.37M +$4.66K +99 +0.3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.32M +$45K +956 +3%
WOSD
38
WFA of San Diego
California
$1.26M -$398K -8,456 -24%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.24M +$373K +7,927 +42%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.2M +$230K +4,887 +23%
RIL
41
Rothschild Investment LLC
Illinois
$1.14M -$36.5K -775 -3%
SC
42
Savant Capital
Illinois
$1.11M +$4.61K +98 +0.4%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.1M +$18.2K +386 +2%
WP
44
WealthSource Partners
California
$1.03M +$360K +7,648 +52%
JWA
45
JFS Wealth Advisors
Pennsylvania
$995K -$52.7K -1,120 -5%
AO
46
Advisor OS
Illinois
$944K -$446K -9,482 -32%
Mariner
47
Mariner
Kansas
$936K +$114K +2,419 +14%
IWC
48
Integrated Wealth Concepts
Massachusetts
$929K -$174K -3,706 -16%
Creative Planning
49
Creative Planning
Kansas
$915K +$201K +4,266 +27%
FBA
50
Front Barnett Associates
Illinois
$900K -$212K -4,505 -19%
1
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PXF Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2022, worth a combined $870M — up 3.5% from $841M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PXF positions and 14 closed out — a net gain of 6 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $61.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.6M.

  • 137 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2022, up from 133 in Q4 2021.
  • Funds reported $870M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2022, up 3.5% quarter-over-quarter.
  • 20 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2022 and 14 closed out, a net change of +6 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $61.1M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2022 was Flow Traders U.S., an estimated $5.6M sold.

Based on aggregated 13F filings for Q1 2022.