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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

169 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $983M → $1.26B (+$281M)

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

9% more funds holding

Funds holding: 155 → 169 (+14)

2.89% more ownership

Funds ownership: 77.59% → 80.47% (+2.9%)

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
53
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$167M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
3
PI
PFS Investments
Georgia
+$31.6M
4
Jane Street
Jane Street
New York
+$15.4M
5
JWWM
Johnson & White Wealth Management
Pennsylvania
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$55.9M
2
Morgan Stanley
Morgan Stanley
New York
-$3.77M
3
FTUS
Flow Traders U.S.
New York
-$2.96M
4
CAM
Cidel Asset Management
Ontario, Canada
-$1.41M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.91M -$486K -11,032 -11%
US Bancorp
27
US Bancorp
Minnesota
$3.77M -$58.9K -1,335 -2%
KW
28
KWB Wealth
California
$3.64M -$22.4K -508 -0.6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.49M -$42K -952 -1%
WA
30
Waverly Advisors
Alabama
$3.22M -$21.8K -494 -0.7%
VP
31
Verum Partners
North Carolina
$3.13M -$20.4K -463 -0.6%
GT
32
Glenmede Trust
Pennsylvania
$2.91M – – –
AIC
33
Archer Investment Corporation
Indiana
$2.47M +$2.47M +55,996 New
UBS Group
34
UBS Group
Switzerland
$2.45M -$379K -8,585 -13%
CAN
35
Cetera Advisor Networks
California
$2.29M +$4.45K +101 +0.2%
FTUS
36
Flow Traders U.S.
New York
$2.27M -$2.96M -67,115 -57%
N
37
Natixis
France
$2.23M +$693K +15,714 +45%
BCG
38
Breakwater Capital Group
New Jersey
$2.14M +$810K +18,370 +61%
PO
39
Private Ocean
California
$1.98M -$31.3K -709 -2%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$1.86M +$141K +3,194 +8%
RTL
41
Red Tortoise LLC
Georgia
$1.86M +$11.8K +267 +0.6%
VPP
42
Vertex Planning Partners
Illinois
$1.83M -$328K -7,447 -15%
SWM
43
Shakespeare Wealth Management
Wisconsin
$1.72M -$158K -3,576 -8%
ACA
44
Atlas Capital Advisors
Wyoming
$1.71M -$20.8K -471 -1%
Creative Planning
45
Creative Planning
Kansas
$1.6M +$163K +3,693 +11%
NSG
46
Nalls Sherbakoff Group
Tennessee
$1.58M +$1.59M +36,087 New
FAIM
47
Financial Advocates Investment Management
Washington
$1.49M -$6.79K -154 -0.5%
RVPG
48
Relative Value Partners Group
$1.33M +$4.81K +109 +0.4%
KCM
49
Kathmere Capital Management
Pennsylvania
$1.27M -$59.6K -1,351 -4%
PC
50
Prairiewood Capital
North Dakota
$1.26M -$43.3K -982 -3%
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PXF Hedge Fund Activity: Q1 2023 in Review

169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2023, worth a combined $1.26B — up 29% from $983M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PXF positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $167M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $55.9M.

  • 169 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2023, up from 155 in Q4 2022.
  • Funds reported $1.26B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 26 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2023 and 10 closed out, a net change of +16 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2023 was Invesco, an estimated $167M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $55.9M sold.

Based on aggregated 13F filings for Q1 2023.