We are live on ! Find out more
PXH icon

Invesco FTSE RAFI Emerging Markets ETF
PXH

146 hedge funds and large institutions have $1.02B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

4% more funds holding

Funds holding: 141 → 146 (+5)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $1B → $1.02B (+$13.8M)

7.18% less ownership

Funds ownership: 89.14% → 81.96% (-7.2%)

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
39
Reduced
37
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$16.7M
2
Jane Street
Jane Street
New York
+$10.8M
3
Bank of America
Bank of America
North Carolina
+$6.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.09M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.73M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$95.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.61M
3
CG
Colony Group
Massachusetts
-$5.65M
4
FWM
Foresight Wealth Management
Utah
-$4.24M
5
Goldman Sachs
Goldman Sachs
New York
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
26
Foster & Motley
Ohio
$3.99M +$335K +19,676 +10%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3M -$132K -7,758 -4%
RJA
28
Raymond James & Associates
Florida
$2.81M -$91.5K -5,379 -3%
KW
29
KWB Wealth
California
$2.67M -$275K -16,173 -10%
LPL Financial
30
LPL Financial
California
$2.5M +$581K +34,133 +32%
KCM
31
Kathmere Capital Management
Pennsylvania
$2.48M +$334K +19,648 +16%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.44M -$39.2K -2,306 -2%
IA
33
IFP Advisors
Florida
$2.06M +$31.1K +1,825 +2%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.99M +$318K +18,684 +20%
RVPG
35
Relative Value Partners Group
$1.9M +$5.33K +313 +0.3%
Goldman Sachs
36
Goldman Sachs
New York
$1.85M -$4.13M -242,643 -70%
SWM
37
SigFig Wealth Management
California
$1.82M -$643K -37,807 -27%
OMC
38
Old Mission Capital
Illinois
$1.77M +$1.2M +70,629 +238%
UBS Group
39
UBS Group
Switzerland
$1.65M -$733K -43,104 -32%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.58M +$254K +14,900 +20%
CST
41
Charles Schwab Trust
Nevada
$1.28M -$192K -11,302 -13%
N
42
Natixis
France
$1.28M +$1.23M +72,469 New
AWM
43
Aries Wealth Management
Maine
$1.24M +$26.5K +1,560 +2%
Citigroup
44
Citigroup
New York
$844K +$584K +34,303 +252%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$745K +$81.6K +4,794 +13%
RCM
46
Rivernorth Capital Management
Florida
$669K – – –
PC
47
Prairiewood Capital
North Dakota
$652K -$172K -10,106 -21%
FWM
48
Foresight Wealth Management
Utah
$628K -$4.24M -249,426 -88%
OBWG
49
Onyx Bridge Wealth Group
New York
$605K +$556K +32,655 New
WP
50
WealthSource Partners
California
$576K -$37.9K -2,229 -6%
1
2
3 4 5

PXH Hedge Fund Activity: Q4 2022 in Review

146 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2022, worth a combined $1.02B — up 1.4% from $1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PXH positions and 27 closed out — a net gain of 10 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $16.7M. The largest seller was Charles Schwab, cutting an estimated $95.8M.

  • 146 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $1.02B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 37 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2022 and 27 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $16.7M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2022 was Charles Schwab, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2022.