We are live on ! Find out more
PXH icon

Invesco FTSE RAFI Emerging Markets ETF
PXH

120 hedge funds and large institutions have $859M invested in Invesco FTSE RAFI Emerging Markets ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% more ownership

Funds ownership: 73.3% → 74.5% (+1.2%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 119 → 120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less capital invested

Capital invested by funds: $902M → $859M (-$42.1M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
17
Increased
39
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$60.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
3
Ameriprise
Ameriprise
Minnesota
+$6.99M
4
AAS
Avantax Advisory Services
Texas
+$5.81M
5
CAM
Cidel Asset Management
Ontario, Canada
+$4.59M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$71M
2
PI
PFS Investments
Georgia
-$15.5M
3
Bank of America
Bank of America
North Carolina
-$5.66M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.53M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$130K -$4.97K -241 -4%
WG
77
Welch Group
Alabama
$124K – – –
PMFA
78
Plante Moran Financial Advisors
Michigan
$124K +$127K +6,171 New
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$106K -$34.7K -1,681 -24%
CIR
80
Clear Investment Research
Georgia
$79K -$4.93K -239 -6%
GRP
81
Global Retirement Partners
California
$76K +$4.87K +236 +7%
EW
82
Evoke Wealth
California
$72.6K +$74.6K +3,616 New
BlackRock
83
BlackRock
New York
$68K -$165 -8 -0.2%
FAAS
84
First Allied Advisory Services
California
$64K +$65.4K +3,169 New
SB
85
Strategic Blueprint
Georgia
$43K +$44K +2,130 New
TFS
86
TrustCore Financial Services
Tennessee
$42K – – –
FCH
87
Freestone Capital Holdings
Washington
$42K +$729K +35,334 +2%
VCM
88
Versant Capital Management
Arizona
$38K -$5.01K -243 -11%
CFGS
89
Concourse Financial Group Securities
Alabama
$33K +$186 +9 +0.5%
CA
90
Crewe Advisors
Utah
$28K – – –
APA
91
American Portfolios Advisors
New York
$21.1K +$413 +20 +2%
NFG
92
Next Financial Group
Texas
$20K -$2.35K -114 -10%
HGWM
93
Harvest Group Wealth Management
Massachusetts
$16K – – –
EI
94
Ellevest Inc
New York
$12K +$12.6K +612 New
US Bancorp
95
US Bancorp
Minnesota
$11K -$15.1K -734 -57%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$10K -$589K -28,548 -98%
MAM
97
Marquette Asset Management
Minnesota
$10K – – –
JCM
98
Jacobi Capital Management
Pennsylvania
$10K +$206 +10 +2%
HS
99
Horan Securities
United States
$9K – – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$7K +$3.08K +149 +74%
2 3
4
5 6

PXH Hedge Fund Activity: Q3 2019 in Review

120 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2019, worth a combined $859M — down 4.7% from $902M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PXH positions and 16 closed out — a net gain of 1 holder — while 39 added to existing stakes and 43 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $60.1M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $71M sold.

  • 120 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2019, up from 119 in Q2 2019.
  • Funds reported $859M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2019, down 4.7% quarter-over-quarter.
  • 17 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2019 and 16 closed out, a net change of +1 holder.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2019 was Victory Capital Management, an estimated $60.1M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2019 was United Services Automobile Association, an estimated $71M sold.

Based on aggregated 13F filings for Q3 2019.