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Invesco FTSE RAFI Emerging Markets ETF
PXH

145 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.02B → $1.12B (+$102M)

5.16% more ownership

Funds ownership: 81.96% → 87.12% (+5.2%)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

1% less funds holding

Funds holding: 146 → 145 (-1)

36% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 53

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
34
Reduced
53
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
+$51.3M
2
PI
PFS Investments
Georgia
+$22.8M
3
Bank of America
Bank of America
North Carolina
+$13M
4
Citigroup
Citigroup
New York
+$7.68M
5
JWWM
Johnson & White Wealth Management
Pennsylvania
+$2.88M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.55M
2
Invesco
Invesco
Georgia
-$6.13M
3
CSIA
Charles Schwab Investment Advisory
California
-$5.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.23M
5
SC
Sepio Capital
Utah
-$4.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
26
Foster & Motley
Ohio
$4.01M -$142K -7,701 -3%
Jane Street
27
Jane Street
New York
$3.92M -$8.55M -462,311 -68%
LPL Financial
28
LPL Financial
California
$3.39M +$792K +42,851 +30%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.2M +$70.1K +3,792 +2%
RJA
30
Raymond James & Associates
Florida
$2.93M -$869 -47 -0%
JWWM
31
Johnson & White Wealth Management
Pennsylvania
$2.86M +$2.88M +155,901 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.71M +$160K +8,650 +6%
KW
33
KWB Wealth
California
$2.66M -$16.5K -893 -0.6%
KCM
34
Kathmere Capital Management
Pennsylvania
$2.51M -$78.6K -4,251 -3%
DWM
35
Drive Wealth Management
Utah
$2.23M +$2.25M +121,521 New
RVPG
36
Relative Value Partners Group
$1.97M -$9.04K -489 -0.5%
Goldman Sachs
37
Goldman Sachs
New York
$1.93M +$2.44K +132 +0.1%
SWM
38
SigFig Wealth Management
California
$1.87M -$25K -1,353 -1%
UBS Group
39
UBS Group
Switzerland
$1.62M -$96.3K -5,210 -6%
AWM
40
Aries Wealth Management
Maine
$1.55M +$260K +14,090 +20%
CST
41
Charles Schwab Trust
Nevada
$1.48M +$144K +7,774 +11%
N
42
Natixis
France
$1.44M +$108K +5,837 +8%
OMC
43
Old Mission Capital
Illinois
$1.41M -$433K -23,401 -23%
RCM
44
Rivernorth Capital Management
Florida
$1.26M +$563K +30,474 +80%
Creative Planning
45
Creative Planning
Kansas
$722K +$157K +8,493 +28%
PC
46
Prairiewood Capital
North Dakota
$679K +$74 +4 +0%
OP
47
ORG Partners
Indiana
$631K +$633K +34,269 New
KAS
48
Kestra Advisory Services
Texas
$617K +$621K +33,594 New
OBWG
49
Onyx Bridge Wealth Group
New York
$603K +$3.4K +184 +0.6%
WP
50
WealthSource Partners
California
$601K +$813 +44 +0.1%
1
2
3 4 5

PXH Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2023, worth a combined $1.12B — up 10% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PXH positions and 29 closed out — a net gain of 2 holders — while 34 added to existing stakes and 53 trimmed.

The largest buyer was Orion Portfolio Solutions, adding an estimated $51.3M. The largest seller was Jane Street, cutting an estimated $8.55M.

  • 145 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2023, down from 146 in Q4 2022.
  • Funds reported $1.12B of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 31 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2023 and 29 closed out, a net change of +2 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $51.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2023 was Jane Street, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2023.