Invesco FTSE RAFI Developed Markets ex-US ETF
176 hedge funds and large institutions have $1.36B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more capital invested
Capital invested by funds: $1.34B → $1.36B (+$28.9M)
0% more funds holding
Funds holding: 176 → 176 (0)
0.7% less ownership
Funds ownership: 79.77% → 79.07% (-0.7%)
2% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 61
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13.4M |
| 3 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$5.61M |
| 4 |
Morgan Stanley
New York
|
+$3.45M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$21.6M |
| 2 |
Jane Street
New York
|
-$15.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$10.7M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
-$8.53M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$4.81M |
PXF Hedge Fund Activity: Q1 2024 in Review
176 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q1 2024, worth a combined $1.36B — up 2.2% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PXF positions and 11 closed out — a net gain of 3 holders — while 60 added to existing stakes and 61 trimmed.
The largest buyer was Invesco, adding an estimated $19M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $21.6M.
- 176 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $1.36B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
- 14 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q1 2024 was Invesco, an estimated $19M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q1 2024 was Charles Schwab Investment Advisory, an estimated $21.6M sold.
Based on aggregated 13F filings for Q1 2024.