Invesco FTSE RAFI Developed Markets ex-US ETF
59 hedge funds and large institutions have $567M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 5 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
84% more capital inflows, than outflows
Capital inflows: $32.5M | Capital outflows: $17.7M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS
Zurich,
Switzerland
|
+$9M |
| 2 |
Legacy Private Trust
Neenah,
Wisconsin
|
+$8.73M |
| 3 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$3.53M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.78M |
| 5 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.61M |
| 2 |
Jane Street
New York
|
-$4.82M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.92M |
| 4 |
Virtu KCG Holdings
New York
|
-$711K |
| 5 |
Goldman Sachs
New York
|
-$602K |
PXF Hedge Fund Activity: Q2 2014 in Review
59 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q2 2014, worth a combined $567M — up 6.6% from $531M a quarter earlier.
Fund positioning in PXF was balanced in Q2 2014: 5 funds opened new positions, 5 closed out, 35 added to existing stakes and 15 trimmed.
The largest buyer was UBS, adding an estimated $9M. The largest seller was Bank of America, cutting an estimated $8.61M.
- 59 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $567M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q2 2014, up 6.6% quarter-over-quarter.
- 5 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q2 2014 and 5 closed out, a net change of 0 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q2 2014 was UBS, an estimated $9M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q2 2014 was Bank of America, an estimated $8.61M sold.
Based on aggregated 13F filings for Q2 2014.