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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

155 hedge funds and large institutions have $983M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

21% more capital invested

Capital invested by funds: $811M → $983M (+$172M)

17% more funds holding

Funds holding: 132 → 155 (+23)

1% less ownership

Funds ownership: 78.59% → 77.59% (-1%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
155
Holders Change
+23
Holders Change %
+17.42%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
38
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$25.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.97M
3
FTUS
Flow Traders U.S.
New York
+$4.69M
4
Morgan Stanley
Morgan Stanley
New York
+$4.43M
5
MWM
Merriman Wealth Management
Washington
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$25M
2
JWWM
Johnson & White Wealth Management
Pennsylvania
-$7.46M
3
GW
GW & Wade
Massachusetts
-$1.9M
4
UBS Group
UBS Group
Switzerland
-$1.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$3.06M – – –
VP
27
Verum Partners
North Carolina
$2.97M +$2.83M +71,582 New
GT
28
Glenmede Trust
Pennsylvania
$2.74M – – –
UBS Group
29
UBS Group
Switzerland
$2.67M -$1.82M -46,036 -42%
Citadel Advisors
30
Citadel Advisors
Florida
$2.39M +$2.28M +57,635 New
CAM
31
Cidel Asset Management
Ontario, Canada
$2.32M +$586K +14,834 +36%
CAN
32
Cetera Advisor Networks
California
$2.15M +$233K +5,886 +13%
VPP
33
Vertex Planning Partners
Illinois
$2.03M +$1.94M +48,967 New
PO
34
Private Ocean
California
$1.89M +$40 +1 +0%
SWM
35
Shakespeare Wealth Management
Wisconsin
$1.77M -$285K -7,210 -15%
RTL
36
Red Tortoise LLC
Georgia
$1.74M +$1.66M +41,921 New
ACA
37
Atlas Capital Advisors
Wyoming
$1.63M -$24.6K -623 -2%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$1.63M -$110K -2,778 -7%
Jane Street
39
Jane Street
New York
$1.62M -$1.27M -32,194 -45%
N
40
Natixis
France
$1.45M +$1.38M +34,815 New
FAIM
41
Financial Advocates Investment Management
Washington
$1.41M -$113K -2,847 -8%
Creative Planning
42
Creative Planning
Kansas
$1.36M +$88.9K +2,248 +7%
BCG
43
Breakwater Capital Group
New Jersey
$1.25M +$1.19M +30,142 New
RVPG
44
Relative Value Partners Group
$1.25M +$1.9K +48 +0.2%
KCM
45
Kathmere Capital Management
Pennsylvania
$1.25M +$3.16K +80 +0.3%
PC
46
Prairiewood Capital
North Dakota
$1.23M -$1.31M -33,244 -53%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.12M -$74.6K -1,888 -7%
WOSD
48
WFA of San Diego
California
$996K -$10.9K -275 -1%
Mariner
49
Mariner
Kansas
$934K -$120K -3,027 -12%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$919K -$300K -7,597 -26%
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PXF Hedge Fund Activity: Q4 2022 in Review

155 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2022, worth a combined $983M — up 21% from $811M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PXF positions and 12 closed out — a net gain of 28 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25M.

  • 155 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2022, up from 132 in Q3 2022.
  • Funds reported $983M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 40 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2022 and 12 closed out, a net change of +28 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $25.8M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2022 was Charles Schwab Investment Advisory, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2022.