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Invesco FTSE RAFI Emerging Markets ETF
PXH

128 hedge funds and large institutions have $1.07B invested in Invesco FTSE RAFI Emerging Markets ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

2% more funds holding

Funds holding: 125 → 128 (+3)

5% more capital invested

Capital invested by funds: $1.03B → $1.07B (+$47.7M)

7.28% less ownership

Funds ownership: 79.91% → 72.63% (-7.3%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
47
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$6.34M
3
Jane Street
Jane Street
New York
+$2.86M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.4M
5
WA
Waverly Advisors
Alabama
+$1.71M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$13.6M
2
CSIA
Charles Schwab Investment Advisory
California
-$7.16M
3
Charles Schwab
Charles Schwab
California
-$4.59M
4
BCI
Brinker Capital Investments
Pennsylvania
-$2.26M
5
Invesco
Invesco
Georgia
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
51
WealthSource Partners
California
$788K +$194K +8,344 +33%
Citadel Advisors
52
Citadel Advisors
Florida
$598K +$595K +25,626 New
LPT
53
Legacy Private Trust
Wisconsin
$597K -$45.5K -1,960 -7%
JWA
54
JFS Wealth Advisors
Pennsylvania
$597K +$511 +22 +0.1%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$537K -$17.9K -771 -3%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$517K +$2.09K +90 +0.4%
SFM
57
Signet Financial Management
New Jersey
$501K +$498K +21,472 New
SWM
58
Sculati Wealth Management
Michigan
$486K +$1.02K +44 +0.2%
Creative Planning
59
Creative Planning
Kansas
$480K +$112K +4,819 +31%
IA
60
IFG Advisory
Georgia
$468K – – –
OMC
61
Old Mission Capital
Illinois
$380K -$28.4K -1,222 -7%
EWA
62
Exencial Wealth Advisors
Oklahoma
$364K +$8.82K +380 +3%
Mariner
63
Mariner
Kansas
$363K +$120K +5,169 +50%
FIA
64
Foundations Investment Advisors
Arizona
$361K +$16.2K +698 +5%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$352K – – –
MWM
66
MorganRosel Wealth Management
Colorado
$350K -$8.2K -353 -2%
FTUS
67
Flow Traders U.S.
New York
$325K +$323K +13,906 New
AWM
68
Altium Wealth Management
New York
$305K – – –
WFA
69
Wade Financial Advisory
California
$292K – – –
SF
70
Summit Financial
New Jersey
$288K +$287K +12,352 New
AWM
71
Aries Wealth Management
Maine
$279K +$277K +11,938 New
BJL
72
Brighton Jones LLC
Washington
$263K +$262K +11,279 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$251K +$159K +6,863 +181%
WG
74
Welch Group
Alabama
$236K +$13.9K +600 +6%
AC
75
Abbrea Capital
California
$210K – – –
1 2
3
4 5

PXH Hedge Fund Activity: Q2 2021 in Review

128 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q2 2021, worth a combined $1.07B — up 4.6% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PXH positions and 13 closed out — a net gain of 5 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.6M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $13.6M.

  • 128 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q2 2021, up from 125 in Q1 2021.
  • Funds reported $1.07B of Invesco FTSE RAFI Emerging Markets ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 18 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q2 2021 and 13 closed out, a net change of +5 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q2 2021 was Fidelity Investments, an estimated $11.6M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q2 2021 was TD Ameritrade Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2021.