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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

87 hedge funds and large institutions have $745M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

14% more funds holding

Funds holding: 76 → 87 (+11)

6% more capital invested

Capital invested by funds: $702M → $745M (+$42.9M)

2.76% more ownership

Funds ownership: 58.5% → 61.27% (+2.8%)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
17
Increased
25
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.09M
2
WA
Waverly Advisors
Alabama
+$4.5M
3
IH
IFC Holdings
Florida
+$3.63M
4
Ameriprise
Ameriprise
Minnesota
+$2.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$14.4M
2
Bank of America
Bank of America
North Carolina
-$11M
3
Invesco
Invesco
Georgia
-$5.94M
4
HCM
Hollencrest Capital Management
California
-$3.19M
5
CSIA
Charles Schwab Investment Advisory
California
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
51
Janiczek Wealth Management
Colorado
$666K – – –
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$662K +$150K +3,347 +30%
MHS
53
M Holdings Securities
Oregon
$605K -$134 -3 -0%
LA
54
LVW Advisors
New York
$593K – – –
TWA
55
Tillar-Wenstrup Advisors
Ohio
$507K +$499K +11,160 New
HFA
56
HC Financial Advisors
California
$470K +$463K +10,358 New
HighTower Advisors
57
HighTower Advisors
Illinois
$431K -$127K -2,832 -23%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$413K +$4.74K +106 +1%
SC
59
Scotia Capital
Ontario, Canada
$410K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$327K +$13K +290 +4%
CAM
61
Cidel Asset Management
Ontario, Canada
$304K – – –
BJL
62
Brighton Jones LLC
Washington
$290K +$1.97K +44 +0.7%
KA
63
Klingman & Associates
New York
$262K -$3.35K -75 -1%
BA
64
Boston Advisors
Massachusetts
$247K – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$229K -$21.5K -481 -9%
FDCC
66
Foster Dykema Cabot & Co
Massachusetts
$227K -$42.7K -955 -16%
LFS
67
Legacy Financial Strategies
Kansas
$210K +$206K +4,615 New
FIAS
68
FinTrust Investment Advisory Services
South Carolina
$204K +$201K +4,503 New
AG
69
Advisor Group
Arizona
$194K +$84.7K +1,894 +80%
IWM
70
IHT Wealth Management
Illinois
$117K +$112K +2,506 New
CCM
71
Covington Capital Management
California
$114K – – –
CA
72
Crewe Advisors
Utah
$79K +$77.7K +1,739 New
PCA
73
Providence Capital Advisors
North Carolina
$74K +$73.3K +1,639 New
FAAS
74
First Allied Advisory Services
California
$55K +$54.3K +1,214 New
IA
75
IFP Advisors
Florida
$54K – – –
1 2
3
4

PXF Hedge Fund Activity: Q4 2017 in Review

87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2017, worth a combined $745M — up 6.1% from $702M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PXF positions and 6 closed out — a net gain of 11 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.09M. The largest seller was Jane Street, cutting an estimated $14.4M.

  • 87 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2017, up from 76 in Q3 2017.
  • Funds reported $745M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 17 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2017 and 6 closed out, a net change of +11 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2017 was Citadel Advisors, an estimated $5.09M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2017 was Jane Street, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2017.