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Invesco FTSE RAFI Emerging Markets ETF

145 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.02B → $1.12B (+$102M)

5.16% more ownership

Funds ownership: 81.96%87.12% (+5.2%)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

1% less funds holding

Funds holding: 146145 (-1)

36% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 53

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
34
Reduced
53
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$599K +$603K +32,614 New
Renaissance Technologies
52
Renaissance Technologies
New York
$598K -$1.06M -57,212 -64%
LWA
53
Lowe Wealth Advisors
Maryland
$567K +$124K +6,730 +28%
Cerity Partners
54
Cerity Partners
New York
$544K +$548K +29,621 New
RTL
55
Red Tortoise LLC
Georgia
$498K +$3.33K +180 +0.7%
SC
56
Sepio Capital
Utah
$496K -$4.12M -223,155 -89%
Mariner
57
Mariner
Kansas
$465K +$84.7K +4,584 +22%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$450K +$14.9K +808 +3%
KTC
59
Kistler-Tiffany Companies
Pennsylvania
$438K -$13K -703 -3%
WP
60
WMS Partners
Maryland
$413K -$499 -27 -0.1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$389K +$176K +9,524 +82%
CWM
62
Catalyst Wealth Management
Georgia
$383K -$45.4K -2,458 -11%
IA
63
IFG Advisory
Georgia
$377K +$18 +1 +0%
OC
64
Oppenheimer & Co
New York
$373K +$44.4K +2,400 +13%
CWM
65
Collaborative Wealth Management
Florida
$332K -$107K -5,814 -24%
JWA
66
JFS Wealth Advisors
Pennsylvania
$320K -$2.7K -146 -0.8%
PAG
67
Private Advisor Group
New Jersey
$308K +$310K +16,754 New
GCP
68
GSA Capital Partners
United Kingdom
$280K +$282K +15,266 New
SFM
69
Signet Financial Management
New Jersey
$273K -$34.5K -1,867 -11%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$268K -$5.27K -285 -2%
EWM
71
Empirical Wealth Management
Washington
$263K +$265K +14,344 New
RJT
72
Raymond James Trust
Florida
$256K +$21.6K +1,171 +9%
EWA
73
Exencial Wealth Advisors
Oklahoma
$255K -$4.9K -265 -2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$252K -$16.3K -884 -6%
TBWA
75
Three Bridge Wealth Advisors
California
$239K -$115K -6,223 -32%

PXH Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2023, worth a combined $1.12B — up 10% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PXH positions and 29 closed out — a net gain of 2 holders — while 34 added to existing stakes and 53 trimmed.

The largest buyer was Orion Portfolio Solutions, adding an estimated $51.3M. The largest seller was Jane Street, cutting an estimated $8.55M.

  • 145 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2023, down from 146 in Q4 2022.
  • Funds reported $1.12B of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 31 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2023 and 29 closed out, a net change of +2 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $51.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2023 was Jane Street, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2023.