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Invesco FTSE RAFI Emerging Markets ETF
PXH

120 hedge funds and large institutions have $859M invested in Invesco FTSE RAFI Emerging Markets ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% more ownership

Funds ownership: 73.3% → 74.5% (+1.2%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 119 → 120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less capital invested

Capital invested by funds: $902M → $859M (-$42.1M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
17
Increased
39
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$60.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
3
Ameriprise
Ameriprise
Minnesota
+$6.99M
4
AAS
Avantax Advisory Services
Texas
+$5.81M
5
CAM
Cidel Asset Management
Ontario, Canada
+$4.59M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$71M
2
PI
PFS Investments
Georgia
-$15.5M
3
Bank of America
Bank of America
North Carolina
-$5.66M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.53M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
51
Signet Financial Management
New Jersey
$588K +$103K +4,976 +22%
ACA
52
Ackerman Capital Advisors
Texas
$543K -$22.6K -1,097 -4%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$537K -$3.93M -190,233 -88%
ACP
54
Aviance Capital Partners
Florida
$482K +$280K +13,566 +130%
TA
55
Tiedemann Advisors
New York
$468K +$1.22K +59 +0.3%
IA
56
IFP Advisors
Florida
$462K +$477K +23,097 New
MHS
57
M Holdings Securities
Oregon
$419K -$29.9K -1,451 -7%
SPIA
58
Steward Partners Investment Advisory
New York
$369K +$55.1K +2,670 +17%
MAU
59
MRA Associates USA
Arizona
$363K +$61.9K +2,997 +20%
JP Morgan Chase
60
JP Morgan Chase
New York
$309K – – –
Creative Planning
61
Creative Planning
Kansas
$307K -$56.1K -2,717 -15%
RPG
62
Resource Planning Group
Georgia
$306K -$47.2K -2,287 -13%
Prudential Financial
63
Prudential Financial
New Jersey
$291K +$299K +14,510 New
AC
64
Alexandria Capital
Virginia
$260K +$48.4K +2,347 +22%
BPB
65
Badgley, Phelps & Bell
Washington
$252K – – –
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$246K -$4.25K -206 -2%
SWM
67
SigFig Wealth Management
California
$242K +$35.8K +1,736 +17%
IA
68
IFG Advisory
Georgia
$237K +$245K +11,852 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$236K -$10.4K -504 -4%
BFG
70
Barber Financial Group
Kansas
$206K -$8.46K -410 -4%
AA
71
Advisory Alpha
Michigan
$197K -$62.3K -3,020 -23%
CMBA
72
C.M. Bidwell & Associates
Hawaii
$175K +$8.67K +420 +5%
PA
73
Parallel Advisors
California
$168K +$172K +8,342 New
PWMG
74
Prestige Wealth Management Group
New Jersey
$153K -$10.4K -502 -6%
ACA
75
Atlas Capital Advisors
Wyoming
$148K – – –
1 2
3
4 5

PXH Hedge Fund Activity: Q3 2019 in Review

120 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2019, worth a combined $859M — down 4.7% from $902M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PXH positions and 16 closed out — a net gain of 1 holder — while 39 added to existing stakes and 43 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $60.1M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $71M sold.

  • 120 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2019, up from 119 in Q2 2019.
  • Funds reported $859M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2019, down 4.7% quarter-over-quarter.
  • 17 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2019 and 16 closed out, a net change of +1 holder.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2019 was Victory Capital Management, an estimated $60.1M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2019 was United Services Automobile Association, an estimated $71M sold.

Based on aggregated 13F filings for Q3 2019.