We are live on ! Find out more
PXH icon

Invesco FTSE RAFI Emerging Markets ETF
PXH

141 hedge funds and large institutions have $1B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.98% more ownership

Funds ownership: 81.15% → 89.14% (+8%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 141 → 141 (0)

6% less capital invested

Capital invested by funds: $1.07B → $1B (-$69.9M)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
33
Reduced
48
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$91.6M
2
Bank of America
Bank of America
North Carolina
+$6.85M
3
Charles Schwab
Charles Schwab
California
+$6.11M
4
SC
Sepio Capital
Utah
+$3.06M
5
WA
Waverly Advisors
Alabama
+$2.69M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.9M
2
Ameriprise
Ameriprise
Minnesota
-$11.5M
3
Invesco
Invesco
Georgia
-$9.04M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.98M
5
Wells Fargo
Wells Fargo
California
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Atticus Wealth Management
Florida
$9K – – –
HI
102
Harbour Investments
Wisconsin
$9K – – –
SBL
103
Sargent Bickham Lagudis
Colorado
$8K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$6K -$18 -1 -0.3%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$6K – – –
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$5K -$2.06K -116 -29%
EWM
107
EPG Wealth Management
Georgia
$5K +$5.05K +284 New
AW
108
Avion Wealth
Texas
$4K – – –
GT
109
Glenmede Trust
Pennsylvania
$4K – – –
HIA
110
Harbor Investment Advisory
Maryland
$4K – – –
AC
111
AlphaCore Capital
California
$4K +$36 +2 +0.8%
BC
112
Bartlett & Co
Ohio
$4K +$4.02K +226 New
BCWM
113
Bartlett & Co Wealth Management
Ohio
$3.66K +$4.02K +226 New
SWM
114
Spire Wealth Management
Virginia
$3K -$6.01K -338 -67%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$3K – – –
TF
116
TimeScale Financial
Massachusetts
$3K – – –
EWM
117
Evermay Wealth Management
Virginia
$3K +$3.56K +200 New
BC
118
Belmont Capital
California
$2K – – –
MAM
119
Meeder Asset Management
Ohio
$2K – – –
GRP
120
Global Retirement Partners
California
$2K +$2.22K +125 New
BIA
121
Bell Investment Advisors
California
$2K +$2.45K +138 New
HNWAG
122
High Net Worth Advisory Group
Florida
$2K +$2.6K +146 New
BlackRock
123
BlackRock
New York
$1K -$53 -3 -3%
AF
124
Allworth Financial
California
$1K – – –
HWA
125
HHM Wealth Advisors
Tennessee
$1K – – –
3 4
5
6 7

PXH Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2022, worth a combined $1B — down 6.5% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PXH positions and 25 closed out — a net gain of 2 holders — while 33 added to existing stakes and 48 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $91.6M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.

  • 141 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1B of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 27 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2022 and 25 closed out, a net change of +2 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $91.6M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2022 was Fidelity Investments, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2022.