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Invesco FTSE RAFI Developed Markets ex-US ETF

186 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.29B → $1.38B (+$92.6M)

6% more funds holding

Funds holding: 176186 (+10)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 77.73%77.73% (+0%)

Holders
186
Holders Change
+10
Holders Change %
+5.68%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
55
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
TownSquare Capital
Utah
$1.52M +$1.47M +29,222 New
DWM
52
Drive Wealth Management
Utah
$1.52M +$17.2K +343 +1%
Mariner
53
Mariner
Kansas
$1.45M +$16.8K +334 +1%
ACA
54
Atlas Capital Advisors
Wyoming
$1.31M -$15.3K -305 -1%
KCM
55
Kathmere Capital Management
Pennsylvania
$1.25M -$19.3K -384 -2%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$1.24M +$34.7K +691 +3%
TBWA
57
Three Bridge Wealth Advisors
California
$1.24M +$1.66K +33 +0.1%
AWM
58
Aries Wealth Management
Maine
$1.22M -$38.2K -760 -3%
OC
59
Oppenheimer & Co
New York
$1.21M
AAS
60
Avantax Advisory Services
Texas
$1.2M +$3.87K +77 +0.3%
IAN
61
Integrated Advisors Network
Texas
$1.09M -$228K -4,535 -18%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.05M +$67.4K +1,341 +7%
BAM
63
Belpointe Asset Management
Nevada
$1.04M
FCA
64
Fortis Capital Advisors
Kansas
$1.04M
FA
65
Flagstar Advisors
New York
$1.04M +$40.5K +806 +4%
RIL
66
Rothschild Investment LLC
Illinois
$1.03M -$25.1K -500 -2%
RK
67
Rather & Kittrell
Tennessee
$882K -$3.42K -68 -0.4%
LWA
68
Lowe Wealth Advisors
Maryland
$878K +$21.4K +425 +3%
Vanguard Group
69
Vanguard Group
Pennsylvania
$803K +$50 +1 +0%
SC
70
Savant Capital
Illinois
$796K +$1.26K +25 +0.2%
FM
71
Foster & Motley
Ohio
$784K -$55.3K -1,101 -7%
MFIM
72
Mesirow Financial Investment Management
Illinois
$775K
RG
73
Rathbones Group
United Kingdom
$761K
JWA
74
JFS Wealth Advisors
Pennsylvania
$722K +$24.3K +483 +4%
PC
75
Prairiewood Capital
North Dakota
$712K -$39K -777 -5%

PXF Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q3 2024, worth a combined $1.38B — up 7.2% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PXF positions and 15 closed out — a net gain of 11 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.5M. The largest seller was Invesco, cutting an estimated $25.6M.

  • 186 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q3 2024, up from 176 in Q2 2024.
  • Funds reported $1.38B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 26 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q3 2024 and 15 closed out, a net change of +11 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q3 2024 was Morgan Stanley, an estimated $17.5M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q3 2024 was Invesco, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2024.