Invesco FTSE RAFI Developed Markets ex-US ETF
76 hedge funds and large institutions have $702M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
7% more capital invested
Capital invested by funds: $658M → $702M (+$44.6M)
3% more funds holding
Funds holding: 74 → 76 (+2)
0.58% more ownership
Funds ownership: 57.92% → 58.5% (+0.58%)
3% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 29
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$11.1M |
| 2 |
Jane Street
New York
|
+$6.02M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$2.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.49M |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$2.35M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$2.32M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.3M |
| 4 |
SG Americas Securities
New York
|
-$1.23M |
| 5 |
Morgan Stanley
New York
|
-$701K |
PXF Hedge Fund Activity: Q3 2017 in Review
76 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q3 2017, worth a combined $702M — up 6.8% from $658M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PXF positions and 1 closed out — a net gain of 6 holders — while 28 added to existing stakes and 29 trimmed.
The largest buyer was Invesco, adding an estimated $11.1M. The largest seller was AssetMark Inc, cutting an estimated $2.35M.
- 76 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q3 2017, up from 74 in Q2 2017.
- Funds reported $702M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q3 2017, up 6.8% quarter-over-quarter.
- 7 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q3 2017 and 1 closed out, a net change of +6 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q3 2017 was Invesco, an estimated $11.1M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q3 2017 was AssetMark Inc, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2017.