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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

169 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $983M → $1.26B (+$281M)

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

9% more funds holding

Funds holding: 155 → 169 (+14)

2.89% more ownership

Funds ownership: 77.59% → 80.47% (+2.9%)

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
53
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$167M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
3
PI
PFS Investments
Georgia
+$31.6M
4
Jane Street
Jane Street
New York
+$15.4M
5
JWWM
Johnson & White Wealth Management
Pennsylvania
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$55.9M
2
Morgan Stanley
Morgan Stanley
New York
-$3.77M
3
FTUS
Flow Traders U.S.
New York
-$2.96M
4
CAM
Cidel Asset Management
Ontario, Canada
-$1.41M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
101
HBW Advisory Services
California
$293K +$293K +6,654 New
CIBC World Market
102
CIBC World Market
Ontario, Canada
$281K – – –
EFS
103
Essex Financial Services
Connecticut
$278K – – –
KAS
104
Kestra Advisory Services
Texas
$276K +$276K +6,262 New
RJA
105
Raymond James & Associates
Florida
$275K +$38K +861 +16%
KA
106
Klingman & Associates
New York
$252K +$44 +1 +0%
PA
107
Parallel Advisors
California
$251K +$17K +386 +7%
EWM
108
Empirical Wealth Management
Washington
$243K +$243K +5,518 New
TA
109
Tiedemann Advisors
New York
$241K – – –
CIM
110
Cambria Investment Management
California
$236K -$51.5K -1,169 -18%
EAM
111
Empirical Asset Management
Massachusetts
$231K +$1.81K +41 +0.8%
PWM
112
Perigon Wealth Management
California
$222K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$220K – – –
CWM
114
Castle Wealth Management
Florida
$213K – – –
LSA
115
Lion Street Advisors
Texas
$209K +$210K +4,753 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K – – –
CIAS
117
Capital Investment Advisory Services
North Carolina
$204K -$70.3K -1,594 -26%
BWP
118
Baldwin Wealth Partners
Massachusetts
$203K – – –
CWC
119
Carolinas Wealth Consulting
North Carolina
$196K +$2.21K +50 +1%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$161K +$31.1K +705 +24%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$160K +$16K +363 +11%
CFGS
122
Concourse Financial Group Securities
Alabama
$109K +$109K +2,477 New
GGI
123
Godsey & Gibb Inc
Virginia
$109K -$180K -4,075 -62%
CA
124
Crewe Advisors
Utah
$73.5K – – –
HNB
125
Huntington National Bank
Ohio
$67.7K – – –
3 4
5
6 7

PXF Hedge Fund Activity: Q1 2023 in Review

169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2023, worth a combined $1.26B — up 29% from $983M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PXF positions and 10 closed out — a net gain of 16 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $167M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $55.9M.

  • 169 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2023, up from 155 in Q4 2022.
  • Funds reported $1.26B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 26 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2023 and 10 closed out, a net change of +16 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2023 was Invesco, an estimated $167M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $55.9M sold.

Based on aggregated 13F filings for Q1 2023.