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Invesco FTSE RAFI Emerging Markets ETF

146 hedge funds and large institutions have $1.02B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

4% more funds holding

Funds holding: 141146 (+5)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $1B → $1.02B (+$13.8M)

7.18% less ownership

Funds ownership: 89.14%81.96% (-7.2%)

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
39
Reduced
37
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$17.6K +$64.2K +3,775 New
AssetMark Inc
102
AssetMark Inc
California
$17.4K +$16.8K +988 New
EE
103
EWG Elevate
California
$13.5K +$13.1K +767 New
IGWM
104
ICA Group Wealth Management
Colorado
$12.7K +$12.2K +719 New
GFPC
105
Global Financial Private Client
Florida
$9.94K
SBL
106
Sargent Bickham Lagudis
Colorado
$8.99K +$51 +3 +0.6%
AWM
107
Atticus Wealth Management
Florida
$8.33K
USCWA
108
U.S. Capital Wealth Advisors
Texas
$7.67K +$7.4K +435 New
BAAM
109
Baker Avenue Asset Management
California
$7.28K +$7.03K +413 New
HI
110
Harbour Investments
Wisconsin
$7.12K -$1.62K -95 -19%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$6K -$510 -30 -9%
MA
112
MCF Advisors
Kentucky
$5.88K +$5.68K +334 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$5.8K +$5.6K +329 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$5.76K +$817 +48 +17%
GT
115
Glenmede Trust
Pennsylvania
$5.16K
EWM
116
EPG Wealth Management
Georgia
$5K
AC
117
AlphaCore Capital
California
$4.21K
BC
118
Bartlett & Co
Ohio
$4K
BCWM
119
Bartlett & Co Wealth Management
Ohio
$3.98K
BWM
120
BerganKDV Wealth Management
Minnesota
$3.44K +$3.32K +195 New
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$3.17K
AW
122
Avion Wealth
Texas
$3K
SWM
123
Spire Wealth Management
Virginia
$3K +$17 +1 +0.6%
TF
124
TimeScale Financial
Massachusetts
$2.83K
FA
125
Fiduciary Alliance
South Carolina
$2.82K +$2.72K +160 New

PXH Hedge Fund Activity: Q4 2022 in Review

146 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2022, worth a combined $1.02B — up 1.4% from $1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PXH positions and 27 closed out — a net gain of 10 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $16.7M. The largest seller was Charles Schwab, cutting an estimated $95.8M.

  • 146 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $1.02B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 37 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2022 and 27 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $16.7M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2022 was Charles Schwab, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2022.