Invesco FTSE RAFI Developed Markets ex-US ETF
63 hedge funds and large institutions have $513M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 12 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
0% more funds holding
Funds holding: 63 → 63 (0)
1.08% less ownership
Funds ownership: 67.62% → 66.55% (-1.1%)
9% less capital invested
Capital invested by funds: $562M → $513M (-$49.3M)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$11.8M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$11.3M |
| 3 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$10.5M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$7.56M |
| 5 |
Jane Street
New York
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$48.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.86M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$3.44M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3M |
| 5 |
Morgan Stanley
New York
|
-$2.58M |
PXF Hedge Fund Activity: Q4 2014 in Review
63 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2014, worth a combined $513M — down 8.8% from $562M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PXF positions and 12 closed out — a net gain of 2 holders — while 20 added to existing stakes and 23 trimmed.
The largest buyer was Invesco, adding an estimated $11.8M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $48.5M sold.
- 63 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $513M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2014, down 8.8% quarter-over-quarter.
- 14 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2014 and 12 closed out, a net change of +2 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2014 was Invesco, an estimated $11.8M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2014 was RiverFront Investment Group, an estimated $48.5M sold.
Based on aggregated 13F filings for Q4 2014.