Invesco FTSE RAFI Developed Markets ex-US ETF
176 hedge funds and large institutions have $1.34B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
15% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 53
9% more capital invested
Capital invested by funds: $1.23B → $1.34B (+$108M)
5% more funds holding
Funds holding: 167 → 176 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.4% less ownership
Funds ownership: 80.16% → 79.77% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$9.8M |
| 3 |
Morgan Stanley
New York
|
+$4.85M |
| 4 |
Jane Street
New York
|
+$4.66M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$9.38M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.33M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.8M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$4.36M |
PXF Hedge Fund Activity: Q4 2023 in Review
176 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2023, worth a combined $1.34B — up 8.8% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PXF positions and 9 closed out — a net gain of 13 holders — while 61 added to existing stakes and 53 trimmed.
The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Invesco, cutting an estimated $12.2M.
- 176 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2023, up from 167 in Q3 2023.
- Funds reported $1.34B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
- 22 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2023 and 9 closed out, a net change of +13 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2023 was Bank of America, an estimated $13.9M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2023 was Invesco, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2023.