Invesco FTSE RAFI Developed Markets ex-US ETF
133 hedge funds and large institutions have $841M invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
61% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 31
7.74% more ownership
Funds ownership: 65.91% → 73.65% (+7.7%)
6% more capital invested
Capital invested by funds: $796M → $841M (+$44.7M)
6% more funds holding
Funds holding: 126 → 133 (+7)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$63.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.01M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$2.03M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.82M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$33.3M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$5.4M |
| 3 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$5.15M |
| 4 |
Jane Street
New York
|
-$3.4M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.78M |
PXF Hedge Fund Activity: Q4 2021 in Review
133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2021, worth a combined $841M — up 5.6% from $796M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PXF positions and 11 closed out — a net gain of 8 holders — while 50 added to existing stakes and 31 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $63.1M. The largest seller was Invesco, cutting an estimated $33.3M.
- 133 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2021, up from 126 in Q3 2021.
- Funds reported $841M of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2021, up 5.6% quarter-over-quarter.
- 19 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2021 and 11 closed out, a net change of +8 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $63.1M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2021 was Invesco, an estimated $33.3M sold.
Based on aggregated 13F filings for Q4 2021.