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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

116 hedge funds and large institutions have $764M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 112 → 116 (+4)

4% more capital invested

Capital invested by funds: $734M → $764M (+$30.6M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

0.5% less ownership

Funds ownership: 66.08% → 65.58% (-0.5%)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
38
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.41M
2
FTUS
Flow Traders U.S.
New York
+$1.81M
3
IWM
IHT Wealth Management
Illinois
+$1.67M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.25M
5
LPL Financial
LPL Financial
California
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$10.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$1.78M
3
Goldman Sachs
Goldman Sachs
New York
-$1.53M
4
Invesco
Invesco
Georgia
-$1.03M
5
CST
Charles Schwab Trust
Nevada
-$765K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$692K – – –
KFI
52
Key Financial Inc
Pennsylvania
$660K +$669K +13,793 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$657K +$12.4K +256 +2%
SCA
54
Snowden Capital Advisors
New York
$624K -$5.48K -113 -0.9%
RVPG
55
Relative Value Partners Group
$591K +$299K +6,170 +101%
Creative Planning
56
Creative Planning
Kansas
$582K +$14.4K +298 +3%
PP
57
PDS Planning
Ohio
$551K – – –
LNC
58
Lincoln National Corp
Pennsylvania
$523K +$48 +1 +0%
WIC
59
Woodmont Investment Counsel
Tennessee
$484K -$14.5K -300 -3%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$425K +$428K +8,835 New
CAM
61
Cidel Asset Management
Ontario, Canada
$424K +$89.8K +1,852 +27%
HPC
62
HM Payson & Co
Maine
$421K – – –
BJL
63
Brighton Jones LLC
Washington
$356K +$358K +7,391 New
CCP
64
Clarkston Capital Partners
Michigan
$350K – – –
OWA
65
Octavia Wealth Advisors
Ohio
$345K -$67.2K -1,386 -16%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$328K +$32.2K +665 +11%
CIAS
67
Capital Investment Advisory Services
North Carolina
$315K -$8.78K -181 -3%
CWM
68
Cornerstone Wealth Management
Missouri
$290K +$50.1K +1,033 +21%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$284K -$14.2K -293 -5%
HFA
70
HC Financial Advisors
California
$281K +$6.88K +142 +2%
KA
71
Klingman & Associates
New York
$279K – – –
AWM
72
Aries Wealth Management
Maine
$271K +$273K +5,633 New
HC
73
Hatton Consulting
Arizona
$261K +$52.7K +1,087 +25%
PA
74
Parallel Advisors
California
$245K – – –
OPOWM
75
One Plus One Wealth Management
Florida
$243K +$10.3K +212 +4%
1 2
3
4 5

PXF Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q2 2021, worth a combined $764M — up 4.2% from $734M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PXF positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.41M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $10.1M.

  • 116 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q2 2021, up from 112 in Q1 2021.
  • Funds reported $764M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q2 2021, up 4.2% quarter-over-quarter.
  • 12 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q2 2021 and 8 closed out, a net change of +4 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q2 2021 was Morgan Stanley, an estimated $4.41M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2021.