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Invesco FTSE RAFI Emerging Markets ETF
PXH

171 hedge funds and large institutions have $978M invested in Invesco FTSE RAFI Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

12% more funds holding

Funds holding: 153 → 171 (+18)

2.29% more ownership

Funds ownership: 79.94% → 82.23% (+2.3%)

4% less capital invested

Capital invested by funds: $1.02B → $978M (-$39M)

Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
60
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27M
2
Invesco
Invesco
Georgia
+$6.05M
3
AAS
Asset Allocation Strategies
Michigan
+$5.18M
4
OMC
Old Mission Capital
Illinois
+$4.96M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$3.53M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$11.3M
2
Citigroup
Citigroup
New York
-$10.4M
3
Jane Street
Jane Street
New York
-$8.78M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$8.54M
5
PAG
Private Advisor Group
New Jersey
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.98M +$137K +6,412 +3%
FM
27
Foster & Motley
Ohio
$3.6M -$191K -8,949 -5%
RIL
28
Rothschild Investment LLC
Illinois
$3.57M -$39.9K -1,870 -1%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$3.44M +$3.53M +165,558 +4,085%
UBS Group
30
UBS Group
Switzerland
$2.99M -$250K -11,704 -7%
KW
31
KWB Wealth
California
$2.77M -$368K -17,237 -12%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.74M -$239K -11,178 -8%
FT
33
Fiduciary Trust
Massachusetts
$2.52M +$539K +25,223 +26%
KCM
34
Kathmere Capital Management
Pennsylvania
$2.49M -$41.9K -1,963 -2%
Citadel Advisors
35
Citadel Advisors
Florida
$2.1M +$1.97M +92,399 +917%
SWM
36
SigFig Wealth Management
California
$2.08M +$143K +6,709 +7%
WA
37
Waverly Advisors
Alabama
$1.95M -$53.1K -2,486 -3%
OPOWM
38
One Plus One Wealth Management
Florida
$1.93M -$29.4K -1,376 -1%
Creative Planning
39
Creative Planning
Kansas
$1.88M +$74.5K +3,490 +4%
SC
40
Sepio Capital
Utah
$1.79M +$427 +20 +0%
EFA
41
Edge Financial Advisors
Illinois
$1.75M -$96.1K -4,501 -5%
CST
42
Charles Schwab Trust
Nevada
$1.56M -$30.2K -1,413 -2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.52M +$335K +15,694 +27%
DWM
44
Drive Wealth Management
Utah
$1.46M +$29.6K +1,388 +2%
AAS
45
Avantax Advisory Services
Texas
$1.38M +$102K +4,773 +8%
TC
46
TownSquare Capital
Utah
$1.29M +$30.6K +1,432 +2%
RCM
47
Rivernorth Capital Management
Florida
$1.14M – – –
SFA
48
Sequoia Financial Advisors
Ohio
$1.07M +$101K +4,740 +10%
LWA
49
Lowe Wealth Advisors
Maryland
$1.02M +$17.7K +828 +2%
NA
50
NewEdge Advisors
Louisiana
$1.01M +$1.03M +48,200 +5,332%
1
2
3 4 5

PXH Hedge Fund Activity: Q4 2024 in Review

171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2024, worth a combined $978M — down 3.8% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PXH positions and 7 closed out — a net gain of 21 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27M. The largest seller was Charles Schwab, cutting an estimated $11.3M.

  • 171 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $978M of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 28 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2024 and 7 closed out, a net change of +21 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2024 was Fidelity Investments, an estimated $27M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2024 was Charles Schwab, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2024.