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Invesco FTSE RAFI Emerging Markets ETF
PXH

120 hedge funds and large institutions have $859M invested in Invesco FTSE RAFI Emerging Markets ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% more ownership

Funds ownership: 73.3% → 74.5% (+1.2%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 119 → 120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less capital invested

Capital invested by funds: $902M → $859M (-$42.1M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
17
Increased
39
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$60.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
3
Ameriprise
Ameriprise
Minnesota
+$6.99M
4
AAS
Avantax Advisory Services
Texas
+$5.81M
5
CAM
Cidel Asset Management
Ontario, Canada
+$4.59M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$71M
2
PI
PFS Investments
Georgia
-$15.5M
3
Bank of America
Bank of America
North Carolina
-$5.66M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.53M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Advisornet Financial
Minnesota
$7K +$7.47K +362 New
MA
102
MUFG Americas
New York
$6K – – –
VFA
103
Valeo Financial Advisors
Indiana
$6K – – –
ACA
104
Aptus Capital Advisors
Alabama
$5K +$5.22K +253 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
MA
106
MCF Advisors
Kentucky
$4K – – –
1IA
107
1834 Investment Advisors
Wisconsin
$4K +$4.04K +196 New
RCM
108
Rivernorth Capital Management
Florida
$3.59K -$184K -8,900 -5%
MAM
109
Meeder Asset Management
Ohio
$3K +$3.57K +173 New
FWM
110
Focused Wealth Management
New York
$2K -$819K -39,700 -100%
FHA
111
Flagship Harbor Advisors
Massachusetts
$2K -$4.13K -200 -58%
Citigroup
112
Citigroup
New York
$2K – – –
RTC
113
Riverview Trust Company
Washington
$2K – – –
TWA
114
TCI Wealth Advisors
Arizona
$2K – – –
HR
115
Howe & Rusling
New York
$2K +$1.69K +82 New
DOA
116
D'Orazio & Associates
Virginia
$2K +$2.23K +108 New
ASN
117
Advisory Services Network
Georgia
$1K – – –
USAA
118
United Services Automobile Association
Texas
– -$71M -3,288,100 Closed
PI
119
PFS Investments
Georgia
– -$15.5M -713,776 Closed
MWM
120
Merriman Wealth Management
Washington
– -$36.2K -165,000 Closed
FTUS
121
Flow Traders U.S.
New York
– -$2.59M -119,972 Closed
Stifel Financial
122
Stifel Financial
Missouri
– -$474K -22,156 Closed
OC
123
Oppenheimer & Co
New York
– -$359K -16,605 Closed
BTS
124
BB&T Securities
Virginia
– -$269K -12,489 Closed
Baird Financial Group
125
Baird Financial Group
Wisconsin
– -$249K -11,486 Closed
2 3 4
5
6

PXH Hedge Fund Activity: Q3 2019 in Review

120 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2019, worth a combined $859M — down 4.7% from $902M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PXH positions and 16 closed out — a net gain of 1 holder — while 39 added to existing stakes and 43 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $60.1M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $71M sold.

  • 120 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2019, up from 119 in Q2 2019.
  • Funds reported $859M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2019, down 4.7% quarter-over-quarter.
  • 17 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2019 and 16 closed out, a net change of +1 holder.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2019 was Victory Capital Management, an estimated $60.1M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2019 was United Services Automobile Association, an estimated $71M sold.

Based on aggregated 13F filings for Q3 2019.