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Invesco FTSE RAFI Emerging Markets ETF
PXH

158 hedge funds and large institutions have $1.02B invested in Invesco FTSE RAFI Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

1% more funds holding

Funds holding: 156 → 158 (+2)

4% less capital invested

Capital invested by funds: $1.07B → $1.02B (-$46.5M)

4.9% less ownership

Funds ownership: 88.99% → 84.1% (-4.9%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
54
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$13.3M
2
Wells Fargo
Wells Fargo
California
+$8.02M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$5.14M
4
OMC
Old Mission Capital
Illinois
+$3.56M
5
FTUS
Flow Traders U.S.
New York
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$27.5M
2
OPS
Orion Portfolio Solutions
Nebraska
-$27.5M
3
CSIA
Charles Schwab Investment Advisory
California
-$13.9M
4
AFA
Arlington Financial Advisors
California
-$10.6M
5
Morgan Stanley
Morgan Stanley
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
76
Wealthfront Advisers
California
$277K -$25.4K -1,338 -9%
IP
77
Ignite Planners
California
$266K -$10.3K -541 -4%
RJT
78
Raymond James Trust
Florida
$265K -$9.41K -495 -4%
CC
79
Callan Capital
California
$233K – – –
SB
80
Strategic Blueprint
Georgia
$220K +$215K +11,319 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$217K -$11.7K -614 -5%
WFA
82
Wade Financial Advisory
California
$215K -$28.2K -1,483 -12%
EFA
83
Efficient Frontier Advisors
Connecticut
$212K +$685 +36 +0.3%
FA
84
Flagstar Advisors
New York
$211K +$14.8K +776 +8%
AWM
85
Austin Wealth Management
Texas
$210K +$189K +9,940 New
HIP
86
HUB Investment Partners
Texas
$210K +$205K +10,773 New
MML Investors Services
87
MML Investors Services
Massachusetts
$207K +$203K +10,647 New
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$197K +$193K +10,128 New
CIAS
89
Capital Investment Advisory Services
North Carolina
$167K +$76 +4 +0%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K -$21.3K -1,120 -13%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$141K -$7.25K -381 -5%
GI
92
Gradient Investments
Minnesota
$129K – – –
IA
93
IFP Advisors
Florida
$110K +$6.33K +333 +6%
JP Morgan Chase
94
JP Morgan Chase
New York
$101K +$23K +1,208 +30%
Bessemer Group
95
Bessemer Group
New Jersey
$97K – – –
GRP
96
Global Retirement Partners
California
$93K +$90.9K +4,781 New
NCM
97
Northwest Capital Management
Oregon
$73.8K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$63.6K +$35.1K +1,847 +130%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$58.5K +$57.2K +3,006 New
Comerica Bank
100
Comerica Bank
Texas
$54.4K +$26.4K +1,386 +98%
2 3
4
5 6

PXH Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2024, worth a combined $1.02B — down 4.4% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PXH positions and 26 closed out — a net gain of 5 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.3M. The largest seller was Brinker Capital Investments, cutting an estimated $27.5M.

  • 158 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2024, up from 156 in Q4 2023.
  • Funds reported $1.02B of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
  • 31 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2024 and 26 closed out, a net change of +5 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2024 was LPL Financial, an estimated $13.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2024.