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Invesco FTSE RAFI Emerging Markets ETF
PXH

107 hedge funds and large institutions have $741M invested in Invesco FTSE RAFI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $770M → $741M (-$28.9M)

8.64% less ownership

Funds ownership: 81.14% → 72.5% (-8.6%)

11% less funds holding

Funds holding: 120 → 107 (-13)

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
107
Holders Change
-13
Holders Change %
-10.83%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
16
Increased
32
Reduced
45
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$31.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$10.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.16M
4
Invesco
Invesco
Georgia
+$4.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.93M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$64.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$54.1M
3
FCH
Freestone Capital Holdings
Washington
-$37.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
101
Belmont Capital
California
$2K – – –
RTC
102
Riverview Trust Company
Washington
$2K – – –
FCH
103
Freestone Capital Holdings
Washington
$1.49K -$37.8M -2,259,280 -96%
FHA
104
Flagship Harbor Advisors
Massachusetts
$1K -$735 -44 -31%
BAM
105
Bellevue Asset Management
Washington
$1K +$67 +4 +7%
JP Morgan Chase
106
JP Morgan Chase
New York
– -$2.16M -139,754 Closed
PPA
107
Parametric Portfolio Associates
Washington
– -$1.3M -84,054 Closed
TA
108
Tiedemann Advisors
New York
– -$360K -23,320 Closed
TFA
109
TPG Financial Advisors
Oregon
– -$360K -23,305 Closed
SAG
110
Spotlight Asset Group
Illinois
– -$321K -20,806 Closed
Prudential Financial
111
Prudential Financial
New Jersey
– -$313K -20,290 Closed
MHS
112
M Holdings Securities
Oregon
– -$275K -17,849 Closed
LFA
113
Lighthouse Financial Advisors
Maryland
– -$215K -13,944 Closed
Renaissance Technologies
114
Renaissance Technologies
New York
– -$198K -12,800 Closed
RPG
115
Resource Planning Group
Georgia
– -$161K -10,432 Closed
CWM
116
Cedar Wealth Management
California
– -$152K -9,882 Closed
WG
117
Welch Group
Alabama
– -$151K -9,794 Closed
AA
118
Advisory Alpha
Michigan
– -$121K -7,595 Closed
CFGS
119
Concourse Financial Group Securities
Alabama
– -$19.4K -1,160 Closed
WAP
120
Wealthcare Advisory Partners
Pennsylvania
– -$15K -1,000 Closed
FANJ
121
Financial Architects (New Jersey)
New Jersey
– -$15K -950 Closed
NFG
122
Next Financial Group
Texas
– -$14K -925 Closed
US Bancorp
123
US Bancorp
Minnesota
– -$9K -563 Closed
AF
124
Advisornet Financial
Minnesota
– -$6K -362 Closed
ASN
125
Advisory Services Network
Georgia
– -$5K -337 Closed
2 3 4
5
6

PXH Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q2 2020, worth a combined $741M — down 3.8% from $770M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PXH and 16 opened new positions — a net loss of 13 holders — while 45 trimmed existing stakes and 32 added.

The largest buyer was Brinker Capital Investments, adding an estimated $31.9M. The largest seller was Avantax Advisory Services, cutting an estimated $64.8M.

  • 107 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q2 2020, down from 120 in Q1 2020.
  • Funds reported $741M of Invesco FTSE RAFI Emerging Markets ETF stock for Q2 2020, down 3.8% quarter-over-quarter.
  • 16 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q2 2020 and 29 closed out, a net change of -13 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q2 2020 was Brinker Capital Investments, an estimated $31.9M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q2 2020 was Avantax Advisory Services, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2020.