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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
WFA
76
Wade Financial Advisory
California
$230K
WG
77
Welch Group
Alabama
$227K -$57.7K -3,122 -20%
CC
78
Callan Capital
California
$220K +$222K +11,986 New
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$215K -$16.5K -894 -7%
LI
80
LMCG Investments
Massachusetts
$206K +$207K +11,216 New
Osaic Holdings
81
Osaic Holdings
Arizona
$200K -$52.3K -2,832 -21%
BCG
82
Breakwater Capital Group
New Jersey
$198K +$199K +10,783 New
CIAS
83
Capital Investment Advisory Services
North Carolina
$137K -$14.2K -770 -9%
GI
84
Gradient Investments
Minnesota
$122K -$18 -1 -0%
JP Morgan Chase
85
JP Morgan Chase
New York
$115K +$83.3K +4,506 +254%
IA
86
IFP Advisors
Florida
$107K -$1.64M -88,467 -95%
HIIFS
87
Harel Insurance Investments & Financial Services
Israel
$103K +$104K +5,604 New
Bessemer Group
88
Bessemer Group
New Jersey
$92K
GWM
89
Geneos Wealth Management
Colorado
$88.6K +$89.2K +4,828 New
SPIA
90
Steward Partners Investment Advisory
New York
$80.2K -$2.42K -131 -3%
CA
91
Clearstead Advisors
Ohio
$50.3K -$20.9K -1,133 -29%
CMBA
92
C.M. Bidwell & Associates
Hawaii
$50.2K +$18 +1 +0%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$42.1K -$63.5K -3,435 -60%
NA
94
NewEdge Advisors
Louisiana
$41.3K -$28.2K -1,526 -40%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$31.7K +$2.5K +135 +9%
US Bancorp
96
US Bancorp
Minnesota
$29.6K
VCM
97
Versant Capital Management
Arizona
$26.5K
SSC
98
Syverson Strege & Co
Iowa
$25K -$10.1K -546 -29%
CA
99
Crewe Advisors
Utah
$24.2K
CCM
100
Chilton Capital Management
Texas
$22.9K +$23.1K +1,250 New

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.