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Invesco FTSE RAFI Emerging Markets ETF
PXH

150 hedge funds and large institutions have $1.19B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$68.4M)

6.05% more ownership

Funds ownership: 87.12% → 93.17% (+6.1%)

3% more funds holding

Funds holding: 145 → 150 (+5)

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
56
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$48M
2
OPS
Orion Portfolio Solutions
Nebraska
+$48M
3
Citadel Advisors
Citadel Advisors
Florida
+$16.4M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$3.71M
5
FTUS
Flow Traders U.S.
New York
+$1.87M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$37.7M
2
CSIA
Charles Schwab Investment Advisory
California
-$13.6M
3
Invesco
Invesco
Georgia
-$9.64M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$4.58M
5
WA
Waverly Advisors
Alabama
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
51
Mariner
Kansas
$629K +$156K +8,417 +33%
KAS
52
Kestra Advisory Services
Texas
$624K -$2.67K -144 -0.4%
WP
53
WealthSource Partners
California
$592K -$18.1K -974 -3%
OBWG
54
Onyx Bridge Wealth Group
New York
$590K -$21.6K -1,167 -4%
SFA
55
Sequoia Financial Advisors
Ohio
$580K +$577K +31,134 New
RTL
56
Red Tortoise LLC
Georgia
$512K +$6.77K +365 +1%
PC
57
Prairiewood Capital
North Dakota
$466K -$222K -11,980 -32%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$462K +$66.8K +3,604 +17%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$451K -$6.03K -325 -1%
PAG
60
Private Advisor Group
New Jersey
$449K +$136K +7,315 +44%
AWM
61
Apollon Wealth Management
South Carolina
$426K +$424K +22,847 New
WP
62
WMS Partners
Maryland
$419K – – –
OC
63
Oppenheimer & Co
New York
$414K +$35.2K +1,900 +9%
IA
64
IFG Advisory
Georgia
$382K – – –
KTC
65
Kistler-Tiffany Companies
Pennsylvania
$378K -$66K -3,560 -15%
Wealthfront Advisers
66
Wealthfront Advisers
California
$342K +$340K +18,339 New
CWM
67
Collaborative Wealth Management
Florida
$330K -$7.47K -403 -2%
TAIM
68
TD Ameritrade Investment Management
Nebraska
$326K -$37.7M -2,034,417 -99%
JWA
69
JFS Wealth Advisors
Pennsylvania
$324K -$946 -51 -0.3%
LI
70
LMCG Investments
Massachusetts
$296K +$86.8K +4,682 +42%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$291K +$34.8K +1,878 +14%
EWM
72
Empirical Wealth Management
Washington
$280K +$12.6K +682 +5%
JP Morgan Chase
73
JP Morgan Chase
New York
$262K +$144K +7,759 +124%
RJT
74
Raymond James Trust
Florida
$260K – – –
EWA
75
Exencial Wealth Advisors
Oklahoma
$259K +$352 +19 +0.1%
1 2
3
4 5

PXH Hedge Fund Activity: Q2 2023 in Review

150 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q2 2023, worth a combined $1.19B — up 6.1% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PXH positions and 13 closed out — a net gain of 7 holders — while 56 added to existing stakes and 39 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $48M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $37.7M.

  • 150 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q2 2023, up from 145 in Q1 2023.
  • Funds reported $1.19B of Invesco FTSE RAFI Emerging Markets ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 20 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q2 2023 and 13 closed out, a net change of +7 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $48M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q2 2023 was TD Ameritrade Investment Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2023.