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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
FCMT
76
Founders Capital Management (Texas)
Texas
$49K – – –
CMBA
77
C.M. Bidwell & Associates
Hawaii
$46K +$45.1K +1,010 New
MFBTD
78
MB Financial Bank - Trust Department
Illinois
$37K -$13.4K -300 -27%
EA
79
Edge Advisors
Georgia
$34K – – –
PMFA
80
Plante Moran Financial Advisors
Michigan
$20K – – –
Citigroup
81
Citigroup
New York
$12K – – –
TIM
82
Tortoise Investment Management
New York
$12K – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$9K +$45 +1 +0.5%
SWP
84
Stratos Wealth Partners
Ohio
$6K +$5.68K +127 New
MOS
85
MGO One Seven
Ohio
$5K +$5.18K +116 New
BlackRock
86
BlackRock
New York
$2K – – –
HCM
87
Hollencrest Capital Management
California
– -$3.19M -72,409 Closed
AGM
88
Alpine Global Management
New York
– -$697K -15,796 Closed
OMC
89
Old Mission Capital
Illinois
– -$224K -5,078 Closed
Creative Planning
90
Creative Planning
Kansas
– -$217K -4,906 Closed
ADL
91
Asset Dedication LLC
California
– -$88K -1,999 Closed
1 2 3
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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.