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Invesco FTSE RAFI Emerging Markets ETF

146 hedge funds and large institutions have $1.02B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

4% more funds holding

Funds holding: 141146 (+5)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $1B → $1.02B (+$13.8M)

7.18% less ownership

Funds ownership: 89.14%81.96% (-7.2%)

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
39
Reduced
37
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$543K +$13.7K +805 +3%
RTL
52
Red Tortoise LLC
Georgia
$474K +$458K +26,921 New
FTUS
53
Flow Traders U.S.
New York
$472K +$31.7K +1,861 +7%
KTC
54
Kistler-Tiffany Companies
Pennsylvania
$432K +$144K +8,485 +53%
LWA
55
Lowe Wealth Advisors
Maryland
$426K +$21.9K +1,290 +6%
CWM
56
Collaborative Wealth Management
Florida
$421K +$6.35K +373 +2%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$418K +$2.13K +125 +0.5%
CWM
58
Catalyst Wealth Management
Georgia
$411K +$396K +23,299 New
WP
59
WMS Partners
Maryland
$397K -$40.5K -2,380 -10%
Mariner
60
Mariner
Kansas
$365K -$29K -1,705 -8%
IA
61
IFG Advisory
Georgia
$361K
TBWA
62
Three Bridge Wealth Advisors
California
$339K -$78.2K -4,596 -19%
OC
63
Oppenheimer & Co
New York
$315K -$661K -38,850 -68%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$310K +$299K +17,577 New
JWA
65
JFS Wealth Advisors
Pennsylvania
$309K -$70.2K -4,126 -19%
SFM
66
Signet Financial Management
New Jersey
$295K -$116K -6,816 -29%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$288K -$75.7K -4,450 -21%
WG
68
Welch Group
Alabama
$273K +$264K +15,506 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$262K -$15.2K -896 -6%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$258K -$2.96K -174 -1%
EWA
71
Exencial Wealth Advisors
Oklahoma
$249K +$136 +8 +0.1%
CS
72
Credit Suisse
Switzerland
$242K
Osaic Holdings
73
Osaic Holdings
Arizona
$241K -$8.61M -506,210 -97%
CCA
74
Cobblestone Capital Advisors
New York
$238K
RJT
75
Raymond James Trust
Florida
$225K +$217K +12,769 New

PXH Hedge Fund Activity: Q4 2022 in Review

146 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2022, worth a combined $1.02B — up 1.4% from $1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PXH positions and 27 closed out — a net gain of 10 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $16.7M. The largest seller was Charles Schwab, cutting an estimated $95.8M.

  • 146 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $1.02B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 37 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2022 and 27 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $16.7M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2022 was Charles Schwab, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2022.