Invesco FTSE RAFI Developed Markets ex-US ETF
81 hedge funds and large institutions have $689M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less capital invested
Capital invested by funds: $725M → $689M (-$36.2M)
4.34% less ownership
Funds ownership: 60.39% → 56.05% (-4.3%)
6% less funds holding
Funds holding: 86 → 81 (-5)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$52.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.3M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$13.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$12.1M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$77.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.75M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$8.06M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$1.84M |
PXF Hedge Fund Activity: Q2 2018 in Review
81 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q2 2018, worth a combined $689M — down 5% from $725M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PXF and 9 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 23 added.
The largest buyer was UBS Group, adding an estimated $52.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $77.3M sold.
- 81 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q2 2018, down from 86 in Q1 2018.
- Funds reported $689M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q2 2018, down 5% quarter-over-quarter.
- 9 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q2 2018 and 13 closed out, a net change of -4 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q2 2018 was UBS Group, an estimated $52.7M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q2 2018 was United Services Automobile Association, an estimated $77.3M sold.
Based on aggregated 13F filings for Q2 2018.