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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
CA
101
Crewe Advisors
Utah
$89K – – –
LWA
102
Lowe Wealth Advisors
Maryland
$87K +$88.4K +1,880 New
BAM
103
Bellevue Asset Management
Washington
$76K -$99.9K -2,123 -56%
SWM
104
Spire Wealth Management
Virginia
$76K -$7.53K -160 -9%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$61K -$9.41K -200 -13%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$61K – – –
WT
107
Whittier Trust
California
$52K – – –
GWM
108
Geneos Wealth Management
Colorado
$38K -$36.7K -780 -48%
VCM
109
Versant Capital Management
Arizona
$32K – – –
SBL
110
Sargent Bickham Lagudis
Colorado
$29K +$29.7K +632 New
MAM
111
Marquette Asset Management
Minnesota
$26K – – –
William Blair & Company
112
William Blair & Company
Illinois
$24K -$13.1K -279 -35%
JWBC
113
John W. Brooker & Co
California
$24K – – –
YAL
114
Your Advocates Ltd
Texas
$24K – – –
PMFA
115
Plante Moran Financial Advisors
Michigan
$24K +$18K +383 +268%
GFPC
116
Global Financial Private Client
Florida
$23.2K – – –
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$21.6K +$22K +468 New
CWM
118
Cedar Wealth Management
California
$21K -$71.5K -1,519 -77%
QC
119
Quent Capital
New York
$18K +$800 +17 +5%
BC
120
Belmont Capital
California
$17K – – –
ZB
121
Zions Bancorporation
Utah
$15K +$15.8K +335 New
APA
122
American Portfolios Advisors
New York
$12.3K -$1.18K -25 -9%
AIP
123
Ahrens Investment Partners
Louisiana
$11K – – –
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$10K +$376 +8 +4%
S
125
SignatureFD
Georgia
$9K – – –
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.