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Invesco FTSE RAFI Emerging Markets ETF
PXH

104 hedge funds and large institutions have $845M invested in Invesco FTSE RAFI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more funds holding

Funds holding: 90 → 104 (+14)

4% more capital invested

Capital invested by funds: $812M → $845M (+$33.3M)

1.65% less ownership

Funds ownership: 74.46% → 72.81% (-1.7%)

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
39
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$41.2M
2
FCH
Freestone Capital Holdings
Washington
+$11.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10.6M
4
Bank of America
Bank of America
North Carolina
+$10.4M
5
Morgan Stanley
Morgan Stanley
New York
+$8.52M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$20.7M
2
CS
Credit Suisse
Switzerland
-$8.79M
3
WA
Waverly Advisors
Alabama
-$5.38M
4
LPT
Legacy Private Trust
Wisconsin
-$4.18M
5
USAA
United Services Automobile Association
Texas
-$3.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Rivernorth Capital Management
Florida
$3.72M -$676K -33,412 -15%
IA
27
IFP Advisors
Florida
$3.55M -$329K -16,248 -8%
FWM
28
Focused Wealth Management
New York
$3.42M +$3.49M +172,661 +189,737%
FWM
29
Foresight Wealth Management
Utah
$3.17M +$3.25M +160,553 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.88M -$246K -12,172 -8%
CCM
31
Chilton Capital Management
Texas
$2.43M +$300K +14,818 +14%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.11M -$988K -48,859 -31%
CAN
33
Cetera Advisor Networks
California
$2.06M +$1.28M +63,236 +154%
LPL Financial
34
LPL Financial
California
$2.04M -$569K -28,115 -21%
KWM
35
Kingsview Wealth Management
Oregon
$1.91M +$915K +45,260 +88%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.78M +$1.24M +61,267 +215%
JWA
37
JFS Wealth Advisors
Pennsylvania
$1.5M -$80K -3,954 -5%
TFA
38
TPG Financial Advisors
Oregon
$1.46M +$1.5M +74,015 New
6M
39
6 Meridian
Kansas
$1.36M -$172K -8,523 -11%
BFG
40
Barber Financial Group
Kansas
$1.35M +$1.38M +68,196 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.34M +$938K +46,354 +215%
AG
42
Advisor Group
Arizona
$1.28M +$1.17M +57,636 +800%
TA
43
Tiedemann Advisors
New York
$1.03M – – –
BTS
44
BB&T Securities
Virginia
$963K -$174K -8,589 -15%
OGC
45
Oak Grove Capital
New Hampshire
$951K +$101K +5,000 +12%
MWM
46
MorganRosel Wealth Management
Colorado
$928K +$950K +46,956 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$727K – – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$667K -$91.3K -4,513 -12%
Stifel Financial
49
Stifel Financial
Missouri
$650K -$132K -6,549 -17%
ACP
50
Aviance Capital Partners
Florida
$631K +$49.9K +2,465 +8%
1
2
3 4 5

PXH Hedge Fund Activity: Q4 2018 in Review

104 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2018, worth a combined $845M — up 4.1% from $812M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PXH positions and 11 closed out — a net gain of 14 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $41.2M. The largest seller was Brinker Capital Investments, cutting an estimated $20.7M.

  • 104 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2018, up from 90 in Q3 2018.
  • Funds reported $845M of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2018, up 4.1% quarter-over-quarter.
  • 25 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2018 and 11 closed out, a net change of +14 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $41.2M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2018 was Brinker Capital Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2018.