Invesco FTSE RAFI Developed Markets ex-US ETF
126 hedge funds and large institutions have $796M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
47% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 30
9% more funds holding
Funds holding: 116 → 126 (+10)
4% more capital invested
Capital invested by funds: $764M → $796M (+$32.4M)
0.33% more ownership
Funds ownership: 65.58% → 65.91% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$42.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.69M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$6.26M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.05M |
| 5 |
Jane Street
New York
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$12.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$11.7M |
| 3 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
-$3.96M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$810K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FVWA
126
Foster Victor Wealth Advisors
Greenville,
South Carolina
| – | -$3.96M | -82,325 | Closed |
|
|
127
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$810K | -16,817 | Closed |
|
128
Betterment LLC
New York
| – | -$237K | -4,918 | Closed |
|
|
CIM
129
Cambria Investment Management
Manhattan Beach,
California
| – | -$235K | -4,877 | Closed |
|
|
PSIWM
130
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| – | -$4K | -82 | Closed |
|
|
EI
131
Ellevest Inc
New York
| – | +$240 | +5 | New |
|
PXF Hedge Fund Activity: Q3 2021 in Review
126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q3 2021, worth a combined $796M — up 4.2% from $764M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PXF positions and 5 closed out — a net gain of 13 holders — while 44 added to existing stakes and 30 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $42.7M. The largest seller was Brinker Capital Investments, cutting an estimated $12.6M.
- 126 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q3 2021, up from 116 in Q2 2021.
- Funds reported $796M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q3 2021, up 4.2% quarter-over-quarter.
- 18 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q3 2021 and 5 closed out, a net change of +13 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $42.7M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2021.