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Invesco FTSE RAFI Developed Markets ex-US ETF

186 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.29B → $1.38B (+$92.6M)

6% more funds holding

Funds holding: 176186 (+10)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 77.73%77.73% (+0%)

Holders
186
Holders Change
+10
Holders Change %
+5.68%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
55
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
101
McNamara Financial Services
Massachusetts
$314K -$4.17K -83 -1%
SFA
102
Sequoia Financial Advisors
Ohio
$314K +$303K +6,024 New
EAM
103
Empirical Asset Management
Massachusetts
$298K +$11.6K +231 +4%
PA
104
Parallel Advisors
California
$296K +$20.8K +413 +8%
CAM
105
Cresset Asset Management
Illinois
$294K
CWC
106
Carolinas Wealth Consulting
North Carolina
$289K -$14.4K -286 -0.2%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$288K
AG
108
AlTi Global
New York
$285K
LA
109
Lifeworks Advisors
Michigan
$270K -$53.4K -1,063 -17%
PCMC
110
Paragon Capital Management (Colorado)
Colorado
$265K
Betterment LLC
111
Betterment LLC
New York
$261K -$69.2K -1,376 -22%
CWM
112
Castle Wealth Management
Florida
$252K
CIAS
113
Capital Investment Advisory Services
North Carolina
$241K
MWM
114
Modera Wealth Management
New Jersey
$225K
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$219K -$7.24K -144 -3%
OIA
116
OneDigital Investment Advisors
Kansas
$216K +$209K +4,149 New
CIM
117
Cambria Investment Management
California
$216K -$59K -1,174 -22%
MCM
118
MAI Capital Management
Ohio
$215K +$208K +4,130 New
PPP
119
Private Portfolio Partners
New Jersey
$214K +$206K +4,106 New
MSFS
120
Main Street Financial Solutions
Pennsylvania
$210K +$202K +4,029 New
EWM
121
Empirical Wealth Management
Washington
$208K +$201K +3,993 New
VA
122
Vident Advisory
Georgia
$206K +$199K +3,959 New
RJFSA
123
Raymond James Financial Services Advisors
Florida
$204K -$28K -558 -12%
Lido Advisors
124
Lido Advisors
California
$202K +$195K +3,875 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$201K +$42K +836 +28%

PXF Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q3 2024, worth a combined $1.38B — up 7.2% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PXF positions and 15 closed out — a net gain of 11 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.5M. The largest seller was Invesco, cutting an estimated $25.6M.

  • 186 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q3 2024, up from 176 in Q2 2024.
  • Funds reported $1.38B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 26 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q3 2024 and 15 closed out, a net change of +11 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q3 2024 was Morgan Stanley, an estimated $17.5M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q3 2024 was Invesco, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2024.