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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
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$222K -$17.6K -1,037 -8%
WFA
77
Wade Financial Advisory
California
$221K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$206K +$20.7K +1,215 +12%
CIAS
79
Capital Investment Advisory Services
North Carolina
$145K +$68.7K +4,040 +96%
GI
80
Gradient Investments
Minnesota
$117K +$17 +1 +0%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$101K +$97.4K +5,726 New
Bessemer Group
82
Bessemer Group
New Jersey
$88K
SPIA
83
Steward Partners Investment Advisory
New York
$79.3K +$53.7K +3,157 +235%
SC
84
Seldon Capital
California
$70.5K
CA
85
Clearstead Advisors
Ohio
$68.2K +$3.56K +209 +6%
SSC
86
Syverson Strege & Co
Iowa
$53.4K -$5.85K -344 -15%
TRCT
87
Tower Research Capital (TRC)
New York
$53K +$51.5K +3,028 New
CMBA
88
C.M. Bidwell & Associates
Hawaii
$48.1K +$17 +1 +0%
TFS
89
TrustCore Financial Services
Tennessee
$37.2K
LAM
90
Lakewood Asset Management
Illinois
$32K +$30.8K +1,809 New
JP Morgan Chase
91
JP Morgan Chase
New York
$31K +$30.1K +1,771 New
US Bancorp
92
US Bancorp
Minnesota
$28.4K -$2.62K -154 -9%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$28.3K -$14K -821 -34%
VCM
94
Versant Capital Management
Arizona
$25.4K
PA
95
Parallel Advisors
California
$23.6K
LFA
96
LGT Financial Advisors
Texas
$23.2K +$22.4K +1,317 New
CA
97
Crewe Advisors
Utah
$23.2K
ASN
98
Advisory Services Network
Georgia
$21.3K +$20.5K +1,206 New
HT
99
Headlands Technologies
Illinois
$21K +$20.4K +1,200 New
William Blair & Company
100
William Blair & Company
Illinois
$18.8K -$27.2K -1,600 -60%

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.