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Invesco FTSE RAFI Emerging Markets ETF
PXH

120 hedge funds and large institutions have $770M invested in Invesco FTSE RAFI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

6.5% more ownership

Funds ownership: 74.64% → 81.14% (+6.5%)

12% less funds holding

Funds holding: 137 → 120 (-17)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

27% less capital invested

Capital invested by funds: $1.05B → $770M (-$281M)

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

Holders
120
Holders Change
-17
Holders Change %
-12.41%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
11
Increased
50
Reduced
39
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$65.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$63.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.17M
5
FCH
Freestone Capital Holdings
Washington
+$5.26M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$54.2M
2
Invesco
Invesco
Georgia
-$18.4M
3
Ameriprise
Ameriprise
Minnesota
-$9.56M
4
Wells Fargo
Wells Fargo
California
-$8.64M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Advisornet Financial
Minnesota
$6K – – –
MPCG
102
Matrix Private Capital Group
New York
$5K – – –
SF
103
Synovus Financial
Georgia
$5K – – –
ASN
104
Advisory Services Network
Georgia
$5K +$3.43K +174 +107%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
AW
106
Avion Wealth
Texas
$4K +$4.73K +240 New
MAM
107
Meeder Asset Management
Ohio
$3K -$10.1K -513 -75%
MAM
108
Marquette Asset Management
Minnesota
$3K -$5.22K -265 -54%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$3K -$79 -4 -2%
MA
110
MCF Advisors
Kentucky
$3K – – –
CA
111
Clearstead Advisors
Ohio
$3K +$3.27K +166 New
GI
112
Gradient Investments
Minnesota
$3K +$3.94K +200 New
Citigroup
113
Citigroup
New York
$2K -$5.89K -299 -74%
BC
114
Belmont Capital
California
$2K – – –
DOA
115
D'Orazio & Associates
Virginia
$2K – – –
FHA
116
Flagship Harbor Advisors
Massachusetts
$2K – – –
EK
117
Evensky & Katz
Florida
$1K -$2.63M -133,620 -100%
RTC
118
Riverview Trust Company
Washington
$1K – – –
BAM
119
Bellevue Asset Management
Washington
$1K +$197 +10 +20%
KWM
120
Kingsview Wealth Management
Oregon
– -$2.3M -103,190 Closed
OGC
121
Oak Grove Capital
New Hampshire
– -$1.07M -48,000 Closed
AWM
122
AE Wealth Management
Kansas
– -$1.02M -45,844 Closed
DIP
123
DT Investment Partners
Pennsylvania
– -$963K -43,203 Closed
SFM
124
Signet Financial Management
New Jersey
– -$812K -36,432 Closed
ACA
125
Ackerman Capital Advisors
Texas
– -$618K -27,705 Closed
2 3 4
5
6

PXH Hedge Fund Activity: Q1 2020 in Review

120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2020, worth a combined $770M — down 27% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PXH and 11 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 50 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $65.6M. The largest seller was Brinker Capital Investments, cutting an estimated $54.2M.

  • 120 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2020, down from 137 in Q4 2019.
  • Funds reported $770M of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 11 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2020 and 25 closed out, a net change of -14 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $65.6M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2020.