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Invesco FTSE RAFI Emerging Markets ETF

137 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

22% more capital invested

Capital invested by funds: $859M → $1.05B (+$191M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more funds holding

Funds holding: 120137 (+17)

0.14% more ownership

Funds ownership: 74.5%74.64% (+0.14%)

Holders
137
Holders Change
+17
Holders Change %
+14.17%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
29
Increased
46
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Rivernorth Capital Management
Florida
$3.99M
FM
27
Foster & Motley
Ohio
$3.7M -$96.5K -4,575 -3%
LPT
28
Legacy Private Trust
Wisconsin
$3.69M -$886K -42,026 -20%
CCM
29
Chilton Capital Management
Texas
$3.68M -$5.08K -241 -0.1%
6M
30
6 Meridian
Kansas
$3.67M +$1.94M +92,100 +127%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.36M +$191K +9,039 +6%
EK
32
Evensky & Katz
Florida
$2.98M +$343K +16,252 +14%
AG
33
Advisor Group
Arizona
$2.84M -$110K -5,240 -4%
LPL Financial
34
LPL Financial
California
$2.71M -$11.1K -527 -0.4%
Jane Street
35
Jane Street
New York
$2.55M +$2.41M +114,519 New
LFA
36
Lighthouse Financial Advisors
Maryland
$2.44M +$2.31M +109,520 New
KWM
37
Kingsview Wealth Management
Oregon
$2.3M +$545K +25,868 +33%
CST
38
Charles Schwab Trust
Nevada
$2.28M -$2.53K -120 -0.1%
OPS
39
Orion Portfolio Solutions
Nebraska
$1.95M +$1.85M +87,603 New
RIL
40
Rothschild Investment LLC
Illinois
$1.27M +$1.2M +56,865 New
TFA
41
TPG Financial Advisors
Oregon
$1.21M
JWA
42
JFS Wealth Advisors
Pennsylvania
$1.16M -$15.4K -730 -1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.13M +$155K +7,336 +17%
OGC
44
Oak Grove Capital
New Hampshire
$1.07M
AWM
45
AE Wealth Management
Kansas
$1.02M +$25.3K +1,201 +3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$997K -$1.42M -67,391 -60%
RJA
47
Raymond James & Associates
Florida
$972K +$94.5K +4,482 +11%
DIP
48
DT Investment Partners
Pennsylvania
$963K
MWM
49
MorganRosel Wealth Management
Colorado
$903K -$7.7K -365 -0.9%
FWM
50
Focused Wealth Management
New York
$887K +$837K +39,700 +43,626%

PXH Hedge Fund Activity: Q4 2019 in Review

137 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2019, worth a combined $1.05B — up 22% from $859M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PXH positions and 11 closed out — a net gain of 18 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Ameriprise, adding an estimated $22.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $7.04M.

  • 137 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $1.05B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 29 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2019 and 11 closed out, a net change of +18 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2019 was Ameriprise, an estimated $22.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $7.04M sold.

Based on aggregated 13F filings for Q4 2019.