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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

137 hedge funds and large institutions have $870M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 133 → 137 (+4)

3% more capital invested

Capital invested by funds: $841M → $870M (+$29.4M)

0.31% more ownership

Funds ownership: 73.65% → 73.96% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
40
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$61.1M
2
Invesco
Invesco
Georgia
+$3.71M
3
MML Investors Services
MML Investors Services
Massachusetts
+$3.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.84M
5
OMC
Old Mission Capital
Illinois
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$5.6M
2
MA
MJP Associates
Connecticut
-$3.36M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.99M
4
AWA
Arete Wealth Advisors
Illinois
-$2.85M
5
Wells Fargo
Wells Fargo
California
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
76
One Plus One Wealth Management
Florida
$301K +$4.94K +105 +2%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$292K -$4K -85 -1%
CIAS
78
Capital Investment Advisory Services
North Carolina
$291K – – –
EFS
79
Essex Financial Services
Connecticut
$291K +$296K +6,300 New
KA
80
Klingman & Associates
New York
$287K – – –
PA
81
Parallel Advisors
California
$262K – – –
JP Morgan Chase
82
JP Morgan Chase
New York
$247K +$252K +5,365 New
EAM
83
Empirical Asset Management
Massachusetts
$243K -$10.1K -215 -4%
Cerity Partners
84
Cerity Partners
New York
$242K +$247K +5,250 New
5L
85
55I LLC
Massachusetts
$235K +$240K +5,095 New
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$234K -$310K -6,591 -57%
HFA
87
HC Financial Advisors
California
$234K – – –
Citigroup
88
Citigroup
New York
$233K -$9.22K -196 -4%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$231K – – –
PWM
90
Perigon Wealth Management
California
$226K – – –
FM
91
Foster & Motley
Ohio
$219K +$223K +4,746 New
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K – – –
BI
93
Berkeley Inc
Idaho
$212K +$217K +4,604 New
BWP
94
Baldwin Wealth Partners
Massachusetts
$212K – – –
KCM
95
Kathmere Capital Management
Pennsylvania
$202K – – –
CWC
96
Carolinas Wealth Consulting
North Carolina
$188K +$2.59K +55 +1%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$179K +$7.76K +165 +4%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$132K -$12.5K -265 -8%
IA
99
IFP Advisors
Florida
$121K +$127K +2,706 New
HPC
100
HM Payson & Co
Maine
$115K – – –
2 3
4
5 6

PXF Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2022, worth a combined $870M — up 3.5% from $841M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PXF positions and 14 closed out — a net gain of 6 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $61.1M. The largest seller was Flow Traders U.S., cutting an estimated $5.6M.

  • 137 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2022, up from 133 in Q4 2021.
  • Funds reported $870M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2022, up 3.5% quarter-over-quarter.
  • 20 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2022 and 14 closed out, a net change of +6 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $61.1M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2022 was Flow Traders U.S., an estimated $5.6M sold.

Based on aggregated 13F filings for Q1 2022.