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Invesco FTSE RAFI Emerging Markets ETF
PXH

152 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$15M)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3.03% less ownership

Funds ownership: 84.1% → 81.06% (-3%)

4% less funds holding

Funds holding: 158 → 152 (-6)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
152
Holders Change
-6
Holders Change %
-3.8%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
46
Reduced
51
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$502M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$8.69M
3
Jane Street
Jane Street
New York
+$7.18M
4
OMC
Old Mission Capital
Illinois
+$7M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.77M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$20.7M
2
OPS
Orion Portfolio Solutions
Nebraska
-$20.7M
3
Wells Fargo
Wells Fargo
California
-$9.24M
4
Invesco
Invesco
Georgia
-$4.43M
5
AAS
Avantax Advisory Services
Texas
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
76
Paragon Capital Management (Colorado)
Colorado
$265K -$105K -5,215 -29%
MML Investors Services
77
MML Investors Services
Massachusetts
$257K +$41K +2,031 +19%
CC
78
Callan Capital
California
$243K – – –
SB
79
Strategic Blueprint
Georgia
$229K – – –
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$226K -$283 -14 -0.1%
EFA
81
Efficient Frontier Advisors
Connecticut
$224K +$3.25K +161 +1%
WFA
82
Wade Financial Advisory
California
$223K – – –
HIP
83
HUB Investment Partners
Texas
$218K – – –
AWM
84
Austin Wealth Management
Texas
$208K – – –
PWM
85
PBMares Wealth Management
Virginia
$201K +$201K +9,936 New
ADL
86
Asset Dedication LLC
California
$176K +$175K +8,667 New
CIAS
87
Capital Investment Advisory Services
North Carolina
$171K -$2.65K -131 -2%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$167K +$103K +5,074 +169%
IA
89
IFP Advisors
Florida
$155K +$40.5K +2,004 +36%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$1.66K -82 -1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$148K +$1.98K +98 +1%
GI
92
Gradient Investments
Minnesota
$134K – – –
Bessemer Group
93
Bessemer Group
New Jersey
$101K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$100K -$5.09K -252 -5%
GRP
95
Global Retirement Partners
California
$96.6K -$222 -11 -0.2%
CAL
96
Capital Analysts LLC
Pennsylvania
$93K +$92.9K +4,600 New
SPIA
97
Steward Partners Investment Advisory
New York
$66.3K +$20 +1 +0%
CA
98
CoreCap Advisors
Michigan
$62.9K +$62.8K +3,106 New
FHA
99
First Horizon Advisors
Tennessee
$50.9K – – –
Comerica Bank
100
Comerica Bank
Texas
$48.3K -$8.32K -412 -15%
2 3
4
5 6

PXH Hedge Fund Activity: Q2 2024 in Review

152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q2 2024, worth a combined $1.01B — down 1.5% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PXH and 19 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 46 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $502M. The largest seller was Brinker Capital Investments, cutting an estimated $20.7M.

  • 152 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q2 2024, down from 158 in Q1 2024.
  • Funds reported $1.01B of Invesco FTSE RAFI Emerging Markets ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 19 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q2 2024 and 23 closed out, a net change of -4 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q2 2024 was Charles Schwab, an estimated $502M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q2 2024 was Brinker Capital Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2024.