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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
GWSA
151
Global Wealth Strategies & Associates
Colorado
$8.77K – – –
SIS
152
Sound Income Strategies
Florida
$7.93K +$7.94K +180 New
CPFP
153
Clear Perspectives Financial Planning
Ohio
$7.53K – – –
BCWM
154
Bartlett & Co Wealth Management
Ohio
$7.27K – – –
BC
155
Bartlett & Co
Ohio
$7K – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$5.77K +$5.78K +131 New
GWS
157
Glassman Wealth Services
Virginia
$5.51K +$5.51K +125 New
QC
158
Quent Capital
New York
$4.93K -$1.01K -23 -17%
GRP
159
Global Retirement Partners
California
$4.83K +$176 +4 +4%
WT
160
Washington Trust
Rhode Island
$4.71K – – –
HS
161
Horan Securities
United States
$4.41K – – –
TAM
162
Tucker Asset Management
Colorado
$4.41K +$4.41K +100 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$3.66K – – –
MA
165
MCF Advisors
Kentucky
$3.39K – – –
LFG
166
Larson Financial Group
Missouri
$2.78K -$794 -18 -22%
AAS
167
Ameritas Advisory Services
Nebraska
$1.68K +$1.63K +37 New
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$1.18K -$10.3K -233 -0.9%
SIC
169
Salem Investment Counselors
North Carolina
$353 – – –
HI
170
Harbour Investments
Wisconsin
$89 – – –
WOSD
171
WFA of San Diego
California
– -$996K -23,974 Closed
ISWM
172
Independent Solutions Wealth Management
New York
– -$230K -5,539 Closed
IA
173
IFP Advisors
Florida
– -$93K -2,076 Closed
ACA
174
Aptus Capital Advisors
Alabama
– -$77.6K -1,869 Closed
RIA
175
Realta Investment Advisors
Delaware
– -$10.4K -250 Closed
4 5 6
7
8

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.