Invesco FTSE RAFI Developed Markets ex-US ETF
91 hedge funds and large institutions have $949M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 10 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
28% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 25
7% more funds holding
Funds holding: 85 → 91 (+6)
6.54% more ownership
Funds ownership: 67.13% → 73.67% (+6.5%)
2% less capital invested
Capital invested by funds: $972M → $949M (-$23.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$67.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$45.2M |
| 3 |
BO
BRR OpCo
Columbus,
Ohio
|
+$29.4M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$19.4M |
| 5 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$19.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.66M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$4.07M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.16M |
PXF Hedge Fund Activity: Q4 2018 in Review
91 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2018, worth a combined $949M — down 2.4% from $972M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PXF positions and 10 closed out — a net gain of 6 holders — while 32 added to existing stakes and 25 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $67.2M. The largest seller was Jane Street, exiting entirely with an estimated $19.7M sold.
- 91 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2018, up from 85 in Q3 2018.
- Funds reported $949M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2018, down 2.4% quarter-over-quarter.
- 16 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2018 and 10 closed out, a net change of +6 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $67.2M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2018 was Jane Street, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2018.