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Invesco FTSE RAFI Emerging Markets ETF

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: 14 (+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: 145150 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$253K -$24.8K -1,336 -9%
ECM
77
Evergreen Capital Management
Washington
$249K +$248K +13,349 New
RJFSA
78
Raymond James Financial Services Advisors
Florida
$242K -$29.9K -1,611 -11%
WG
79
Welch Group
Alabama
$237K +$6.53K +352 +3%
Osaic Holdings
80
Osaic Holdings
Arizona
$236K +$33.2K +1,792 +16%
WFA
81
Wade Financial Advisory
California
$233K
TBWA
82
Three Bridge Wealth Advisors
California
$230K -$11.9K -640 -5%
CC
83
Callan Capital
California
$223K
BCG
84
Breakwater Capital Group
New Jersey
$206K +$5.01K +270 +3%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185K -$32.8K -1,771 -15%
CIAS
86
Capital Investment Advisory Services
North Carolina
$149K +$9.7K +523 +7%
GI
87
Gradient Investments
Minnesota
$124K +$241 +13 +0.2%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$121K +$115K +6,193 +2,121%
HIIFS
89
Harel Insurance Investments & Financial Services
Israel
$107K +$3.63K +196 +3%
IA
90
IFP Advisors
Florida
$97.5K +$6.29K +339 +7%
Bessemer Group
91
Bessemer Group
New Jersey
$93K
GWM
92
Geneos Wealth Management
Colorado
$90K
CA
93
Clearstead Advisors
Ohio
$83.6K +$32.5K +1,750 +64%
SPIA
94
Steward Partners Investment Advisory
New York
$81.6K +$111 +6 +0.1%
NCM
95
Northwest Capital Management
Oregon
$70.7K +$70.3K +3,793 New
CMBA
96
C.M. Bidwell & Associates
Hawaii
$51K +$19 +1 +0%
NA
97
NewEdge Advisors
Louisiana
$44.6K +$2.65K +143 +6%
SSB
98
Sandy Spring Bank
Maryland
$37.8K +$37.6K +2,027 +202,700%
VCM
99
Versant Capital Management
Arizona
$25.1K -$1.84K -99 -7%
SF
100
Safeguard Financial
Wisconsin
$25K +$25.5K +1,375 New

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.