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Invesco FTSE RAFI Emerging Markets ETF
PXH

156 hedge funds and large institutions have $1.07B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $977M → $1.07B (+$91.4M)

5% more funds holding

Funds holding: 148 → 156 (+8)

4.11% more ownership

Funds ownership: 84.88% → 88.99% (+4.1%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
43
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
AFA
Arlington Financial Advisors
California
+$10.1M
4
Bank of America
Bank of America
North Carolina
+$9.58M
5
CSIA
Charles Schwab Investment Advisory
California
+$7.81M

Top Sellers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
-$35.9M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$8.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.06M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
RIL
Rothschild Investment LLC
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
51
Rathbones Group
United Kingdom
$615K – – –
OBWG
52
Onyx Bridge Wealth Group
New York
$599K -$15K -832 -3%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$577K +$197K +10,874 +56%
Corient Private Wealth
54
Corient Private Wealth
Florida
$562K +$77.2K +4,271 +17%
GCP
55
GSA Capital Partners
United Kingdom
$548K -$53.8K -2,977 -9%
WP
56
WealthSource Partners
California
$530K -$72.6K -4,014 -13%
RTL
57
Red Tortoise LLC
Georgia
$528K -$5.84K -323 -1%
OC
58
Oppenheimer & Co
New York
$485K +$24.2K +1,340 +6%
PC
59
Prairiewood Capital
North Dakota
$474K -$3.98K -220 -0.9%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$447K -$16.5K -911 -4%
WP
61
WMS Partners
Maryland
$430K – – –
Mariner
62
Mariner
Kansas
$419K -$188K -10,421 -32%
IA
63
IFG Advisory
Georgia
$378K – – –
AWM
64
Apollon Wealth Management
South Carolina
$350K +$331K +18,323 New
LI
65
LMCG Investments
Massachusetts
$329K +$17.3K +958 +6%
JWA
66
JFS Wealth Advisors
Pennsylvania
$304K -$9.56K -529 -3%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$303K -$170K -9,397 -37%
Wealthfront Advisers
68
Wealthfront Advisers
California
$297K +$41.8K +2,311 +17%
SWMG
69
Sard Wealth Management Group
Georgia
$283K +$268K +14,804 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$271K +$256K +14,168 New
RJT
71
Raymond James Trust
Florida
$269K – – –
IP
72
Ignite Planners
California
$268K -$36.2K -2,001 -12%
ECM
73
Evergreen Capital Management
Washington
$243K +$230K +12,708 New
WFA
74
Wade Financial Advisory
California
$239K – – –
CC
75
Callan Capital
California
$229K – – –
1 2
3
4 5

PXH Hedge Fund Activity: Q4 2023 in Review

156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2023, worth a combined $1.07B — up 9.4% from $977M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PXH positions and 15 closed out — a net gain of 8 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $26.9M. The largest seller was Waverly Advisors, cutting an estimated $35.9M.

  • 156 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $1.07B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2023, up 9.4% quarter-over-quarter.
  • 23 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2023 was Invesco, an estimated $26.9M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2023 was Waverly Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2023.