Invesco FTSE RAFI Developed Markets ex-US ETF
71 hedge funds and large institutions have $608M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
16% more funds holding
Funds holding: 61 → 71 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
15% less capital invested
Capital invested by funds: $713M → $608M (-$105M)
18.53% less ownership
Funds ownership: 74.33% → 55.81% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.8M |
| 2 |
Jane Street
New York
|
+$15.7M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$6.21M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$4.29M |
| 5 |
Morgan Stanley
New York
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$228M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.27M |
| 3 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$739K |
| 4 |
KL
Kinsight LLC
Birmingham,
Alabama
|
-$657K |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$626K |
PXF Hedge Fund Activity: Q1 2017 in Review
71 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2017, worth a combined $608M — down 15% from $713M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PXF positions and 1 closed out — a net gain of 11 holders — while 25 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $30.8M. The largest seller was Invesco, cutting an estimated $228M.
- 71 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2017, up from 61 in Q4 2016.
- Funds reported $608M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2017, down 15% quarter-over-quarter.
- 12 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2017 and 1 closed out, a net change of +11 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2017 was Bank of America, an estimated $30.8M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2017 was Invesco, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2017.