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Invesco FTSE RAFI Emerging Markets ETF
PXH

156 hedge funds and large institutions have $1.07B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $977M → $1.07B (+$91.4M)

5% more funds holding

Funds holding: 148 → 156 (+8)

4.11% more ownership

Funds ownership: 84.88% → 88.99% (+4.1%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
43
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
AFA
Arlington Financial Advisors
California
+$10.1M
4
Bank of America
Bank of America
North Carolina
+$9.58M
5
CSIA
Charles Schwab Investment Advisory
California
+$7.81M

Top Sellers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
-$35.9M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$8.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.06M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
RIL
Rothschild Investment LLC
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
KW
26
KWB Wealth
California
$3.45M +$246K +13,635 +8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$3.35M +$364K +20,162 +13%
JWWM
28
Johnson & White Wealth Management
Pennsylvania
$3.29M +$143K +7,884 +5%
LPL Financial
29
LPL Financial
California
$2.96M -$898K -49,668 -24%
AWM
30
Aries Wealth Management
Maine
$2.6M +$501K +27,710 +26%
RJA
31
Raymond James & Associates
Florida
$2.57M -$339K -18,762 -12%
KCM
32
Kathmere Capital Management
Pennsylvania
$2.42M +$114K +6,316 +5%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.3M -$313K -17,287 -13%
WA
34
Waverly Advisors
Alabama
$2.01M -$35.9M -1,986,761 -95%
SWM
35
SigFig Wealth Management
California
$1.84M +$13.1K +727 +0.8%
SC
36
Sepio Capital
Utah
$1.66M +$1.08M +59,666 +217%
UBS Group
37
UBS Group
Switzerland
$1.56M -$39.8K -2,199 -3%
CST
38
Charles Schwab Trust
Nevada
$1.53M -$202K -11,194 -12%
N
39
Natixis
France
$1.5M +$25.2K +1,392 +2%
RCM
40
Rivernorth Capital Management
Florida
$1.31M – – –
DWM
41
Drive Wealth Management
Utah
$1.24M -$311K -17,208 -21%
FT
42
Fiduciary Trust
Massachusetts
$1.22M +$1.15M +63,619 New
PAG
43
Private Advisor Group
New Jersey
$956K +$149K +8,248 +20%
Cerity Partners
44
Cerity Partners
New York
$934K +$645K +35,659 +269%
Creative Planning
45
Creative Planning
Kansas
$922K -$51.5K -2,851 -6%
SFA
46
Sequoia Financial Advisors
Ohio
$916K +$275K +15,231 +47%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$901K -$909K -50,270 -52%
LWA
48
Lowe Wealth Advisors
Maryland
$706K +$25.8K +1,425 +4%
DC
49
Davenport & Co
Virginia
$677K +$470 +26 +0.1%
KAS
50
Kestra Advisory Services
Texas
$642K -$6.31K -349 -1%
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PXH Hedge Fund Activity: Q4 2023 in Review

156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2023, worth a combined $1.07B — up 9.4% from $977M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PXH positions and 15 closed out — a net gain of 8 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $26.9M. The largest seller was Waverly Advisors, cutting an estimated $35.9M.

  • 156 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $1.07B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2023, up 9.4% quarter-over-quarter.
  • 23 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2023 was Invesco, an estimated $26.9M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2023 was Waverly Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2023.