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Invesco FTSE RAFI Emerging Markets ETF
PXH

97 hedge funds and large institutions have $765M invested in Invesco FTSE RAFI Emerging Markets ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

5.69% more ownership

Funds ownership: 72.5% → 78.19% (+5.7%)

3% more capital invested

Capital invested by funds: $741M → $765M (+$23.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less funds holding

Funds holding: 107 → 97 (-10)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
38
Reduced
34
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$34.1M
2
Invesco
Invesco
Georgia
+$15.4M
3
AAS
Avantax Advisory Services
Texas
+$5.2M
4
RIL
Rothschild Investment LLC
Illinois
+$2.11M
5
AC
Alexandria Capital
Virginia
+$1.17M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$11.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$8.96M
3
Bank of America
Bank of America
North Carolina
-$7.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.93M
5
Jane Street
Jane Street
New York
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
MorganRosel Wealth Management
Colorado
$356K +$1.49K +81 +0.4%
IA
52
IFG Advisory
Georgia
$320K +$8.07K +440 +2%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$302K +$33K +1,799 +12%
FIA
54
Foundations Investment Advisors
Arizona
$275K +$288K +15,700 New
Creative Planning
55
Creative Planning
Kansas
$265K +$46.1K +2,515 +20%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$236K -$20.9K -1,139 -8%
WFA
57
Wade Financial Advisory
California
$220K – – –
Daiwa Securities Group
58
Daiwa Securities Group
Japan
$204K -$943K -51,400 -82%
WF
59
WoodTrust Financial
Wisconsin
$190K +$198K +10,812 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$140K +$15.7K +855 +12%
GI
61
Gradient Investments
Minnesota
$116K +$122K +6,631 New
AA
62
Advisory Alpha
Michigan
$88K +$90.3K +4,925 New
IA
63
IFP Advisors
Florida
$77K -$94.9K -5,174 -54%
CMBA
64
C.M. Bidwell & Associates
Hawaii
$65K -$23.3K -1,269 -25%
CIAS
65
Capital Investment Advisory Services
North Carolina
$60K +$63K +3,437 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$50K +$5.04K +275 +11%
BlackRock
67
BlackRock
New York
$49K -$403 -22 -0.8%
SPIA
68
Steward Partners Investment Advisory
New York
$43K +$7.98K +435 +22%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$43K +$44.8K +2,443 New
GRP
70
Global Retirement Partners
California
$40K -$5.79K -316 -12%
VCM
71
Versant Capital Management
Arizona
$38K -$92 -5 -0.2%
TFS
72
TrustCore Financial Services
Tennessee
$37K – – –
PA
73
Parallel Advisors
California
$31K +$7.96K +434 +33%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$23K – – –
CA
75
Crewe Advisors
Utah
$23K – – –
1 2
3
4 5

PXH Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2020, worth a combined $765M — up 3.2% from $741M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PXH and 10 opened new positions — a net loss of 10 holders — while 34 trimmed existing stakes and 38 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $34.1M. The largest seller was Citadel Advisors, cutting an estimated $11.6M.

  • 97 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2020, down from 107 in Q2 2020.
  • Funds reported $765M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2020, up 3.2% quarter-over-quarter.
  • 10 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2020 and 20 closed out, a net change of -10 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $34.1M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2020 was Citadel Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2020.