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Invesco FTSE RAFI Emerging Markets ETF
PXH

44 hedge funds and large institutions have $238M invested in Invesco FTSE RAFI Emerging Markets ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $197M → $238M (+$40.9M)

7% more funds holding

Funds holding: 41 → 44 (+3)

5.04% more ownership

Funds ownership: 59.51% → 64.55% (+5%)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$22.3M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$2.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.83M
4
RCM
Rivernorth Capital Management
Florida
+$1.44M
5
BCM
Bluefin Capital Management
New York
+$1.21M

Top Sellers

1
Invesco
Invesco
Georgia
-$11.5M
2
CEMP
Compass Efficient Model Portfolios
Tennessee
-$2.37M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.06M
4
Bank of America
Bank of America
North Carolina
-$821K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$810K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$311K +$11.5K +582 +4%
MFS
27
MSI Financial Services
Massachusetts
$310K -$10.9K -550 -3%
WG
28
Welch Group
Alabama
$288K – – –
Deutsche Bank
29
Deutsche Bank
Germany
$244K +$169K +8,554 +244%
Ameriprise
30
Ameriprise
Minnesota
$139K +$3.38K +171 +3%
Creative Planning
31
Creative Planning
Kansas
$137K -$9.06K -459 -6%
CFA
32
Carroll Financial Associates
North Carolina
$101K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$51K -$324K -16,400 -87%
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
CEMP
35
Compass Efficient Model Portfolios
Tennessee
$39K -$2.37M -120,190 -98%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$38K +$23.4K +1,183 +178%
WA
37
WFG Advisors
Texas
$31K – – –
AIG
38
American International Group
New York
$27.8K +$7.9K +400 +41%
Citigroup
39
Citigroup
New York
$18K -$11.2K -569 -39%
US Bancorp
40
US Bancorp
Minnesota
$11K +$11.1K +563 New
WRM
41
Westport Resources Management
Connecticut
$10K – – –
1IC
42
1919 Investment Counsel
Maryland
$5K – – –
PAS
43
Partnervest Advisory Services
California
$5K +$5.19K +263 New
FWM
44
Focused Wealth Management
New York
$2K +$1.8K +91 New
HighTower Advisors
45
HighTower Advisors
Illinois
– -$1.06M -55,564 Closed
TD Asset Management
46
TD Asset Management
Ontario, Canada
– -$548K -21,448 Closed
MWP
47
Moller Wealth Partners
– -$284K -14,847 Closed
BIT
48
BlackRock Institutional Trust
California
– -$96K -5,000 Closed
1
2

PXH Hedge Fund Activity: Q3 2013 in Review

44 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2013, worth a combined $238M — up 21% from $197M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PXH positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $22.3M. The largest seller was Invesco, cutting an estimated $11.5M.

  • 44 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2013, up from 41 in Q2 2013.
  • Funds reported $238M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2013, up 21% quarter-over-quarter.
  • 7 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2013 and 4 closed out, a net change of +3 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $22.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2013 was Invesco, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2013.