We are live on ! Find out more
PXF icon

Invesco FTSE RAFI Developed Markets ex-US ETF

176 hedge funds and large institutions have $1.29B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 176176 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 79.07%77.73% (-1.3%)

6% less capital invested

Capital invested by funds: $1.36B → $1.29B (-$77.5M)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
49
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthShield Partners
North Carolina
$23K
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$22K -$34K -685 -60%
BC
153
Belmont Capital
California
$17.6K
MFT
154
Moisand Fitzgerald Tamayo
Florida
$13.2K
PS
155
Principal Securities
Iowa
$12.5K +$12.7K +256 New
CA
156
Clearstead Advisors
Ohio
$12.1K +$149 +3 +1%
PMFA
157
Plante Moran Financial Advisors
Michigan
$11.4K -$5.11K -103 -30%
NMG
158
New Millennium Group
Utah
$11.4K +$11.6K +235 New
BIA
159
Bell Investment Advisors
California
$11.2K
CI
160
Cordant Inc
Oregon
$11K
S
161
SignatureFD
Georgia
$9.98K
EWP
162
Elevation Wealth Partners
California
$9.64K
Franklin Resources
163
Franklin Resources
California
$8.62K +$8.77K +177 New
SSB
164
Sandy Spring Bank
Maryland
$8.37K
BCWM
165
Bartlett & Co Wealth Management
Ohio
$8.03K
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$7.06K +$7.19K +145 New
EWA
167
EverSource Wealth Advisors
Alabama
$6.5K +$6.39K +129 New
GRP
168
Global Retirement Partners
California
$5.6K
QC
169
Quent Capital
New York
$5.31K -$149 -3 -3%
WT
170
Washington Trust
Rhode Island
$5.21K
AEPWM
171
Atlantic Edge Private Wealth Management
Florida
$5.11K
TAM
172
Tucker Asset Management
Colorado
$4.87K
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$4K
WB
174
Webster Bank
Connecticut
$2.97K +$3.02K +61 New
FFA
175
Farther Finance Advisors
California
$1.62K +$1.64K +33 New

PXF Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q2 2024, worth a combined $1.29B — down 5.7% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PXF positions and 17 closed out — a net gain of 1 holder — while 49 added to existing stakes and 61 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $551M. The largest seller was Citadel Advisors, cutting an estimated $14.4M.

  • 176 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.29B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 18 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q2 2024 and 17 closed out, a net change of +1 holder.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q2 2024 was Charles Schwab, an estimated $551M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q2 2024 was Citadel Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2024.