We are live on ! Find out more
PXF icon

Invesco FTSE RAFI Developed Markets ex-US ETF

176 hedge funds and large institutions have $1.29B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 176176 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 79.07%77.73% (-1.3%)

6% less capital invested

Capital invested by funds: $1.36B → $1.29B (-$77.5M)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
49
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$3.81M -$188K -3,794 -5%
US Bancorp
27
US Bancorp
Minnesota
$3.49M -$62K -1,251 -2%
WA
28
Waverly Advisors
Alabama
$3.41M -$7.04K -142 -0.2%
BCG
29
Breakwater Capital Group
New Jersey
$3.35M +$9.86K +199 +0.3%
KW
30
KWB Wealth
California
$3.29M -$128K -2,589 -4%
AIC
31
Archer Investment Corporation
Indiana
$3.19M -$10.9K -219 -0.3%
GT
32
Glenmede Trust
Pennsylvania
$3.19M
VP
33
Verum Partners
North Carolina
$2.94M -$228K -4,595 -7%
Creative Planning
34
Creative Planning
Kansas
$2.84M +$341K +6,886 +13%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$45.6K +920 +2%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.34M -$3.19M -64,357 -57%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.27M +$51.2K +1,033 +2%
AO
38
Advisor OS
Illinois
$2.14M +$733K +14,784 +51%
PO
39
Private Ocean
California
$1.98M -$66.2K -1,336 -3%
VPP
40
Vertex Planning Partners
Illinois
$1.97M -$495K -9,993 -20%
RTL
41
Red Tortoise LLC
Georgia
$1.88M +$16.9K +341 +0.9%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.81M +$36.6K +739 +2%
CWM
43
Cornerstone Wealth Management
Missouri
$1.69M +$115K +2,322 +7%
SWM
44
Shakespeare Wealth Management
Wisconsin
$1.53M -$128K -2,577 -8%
CAM
45
Cidel Asset Management
Ontario, Canada
$1.52M +$322K +6,500 +26%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.46M +$93.2K +1,881 +7%
CPCP
47
Cedar Point Capital Partners
Iowa
$1.44M +$29.6K +598 +2%
DWM
48
Drive Wealth Management
Utah
$1.4M +$129K +2,611 +10%
Mariner
49
Mariner
Kansas
$1.34M +$45.5K +918 +3%
ACA
50
Atlas Capital Advisors
Wyoming
$1.24M

PXF Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q2 2024, worth a combined $1.29B — down 5.7% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PXF positions and 17 closed out — a net gain of 1 holder — while 49 added to existing stakes and 61 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $551M. The largest seller was Citadel Advisors, cutting an estimated $14.4M.

  • 176 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.29B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 18 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q2 2024 and 17 closed out, a net change of +1 holder.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q2 2024 was Charles Schwab, an estimated $551M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q2 2024 was Citadel Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2024.