Invesco FTSE RAFI Developed Markets ex-US ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$167M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$34.4M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$31.6M |
| 4 |
Jane Street
New York
|
+$15.4M |
| 5 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$55.9M |
| 2 |
Morgan Stanley
New York
|
-$3.77M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.96M |
| 4 |
CAM
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
-$1.41M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$1.22M |
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.