Invesco FTSE RAFI Developed Markets ex-US ETF
187 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 14 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 40
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
0.93% more ownership
Funds ownership: 77.73% → 78.65% (+0.93%)
1% more funds holding
Funds holding: 186 → 187 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $1.38B → $1.33B (-$53.4M)
Top Buyers
| 1 |
Charles Schwab
San Francisco,
California
|
+$46.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$9.24M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$6.7M |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$2.92M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.74M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.7M |
| 2 |
Morgan Stanley
New York
|
-$4.38M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$2.9M |
| 4 |
AO
Advisor OS
Chicago,
Illinois
|
-$2.21M |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$1.18M |
PXF Hedge Fund Activity: Q4 2024 in Review
187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2024, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PXF positions and 14 closed out — a net gain of 4 holders — while 75 added to existing stakes and 40 trimmed.
The largest buyer was Charles Schwab, adding an estimated $46.6M. The largest seller was Bank of America, cutting an estimated $10.7M.
- 187 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2024, up from 186 in Q3 2024.
- Funds reported $1.33B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
- 18 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2024 and 14 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2024 was Charles Schwab, an estimated $46.6M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2024 was Bank of America, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2024.