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Invesco FTSE RAFI Emerging Markets ETF

145 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.02B → $1.12B (+$102M)

5.16% more ownership

Funds ownership: 81.96%87.12% (+5.2%)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

1% less funds holding

Funds holding: 146145 (-1)

36% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 53

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
34
Reduced
53
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$19.9K -$4.73K -256 -19%
ASN
102
Advisory Services Network
Georgia
$17.2K -$5.01K -271 -22%
AAS
103
Ameritas Advisory Services
Nebraska
$16.4K +$16.6K +896 New
William Blair & Company
104
William Blair & Company
Illinois
$13.2K -$6.45K -349 -33%
IGWM
105
ICA Group Wealth Management
Colorado
$13.2K
JWM
106
Janiczek Wealth Management
Colorado
$13K +$13K +701 New
GFPC
107
Global Financial Private Client
Florida
$10.8K +$462 +25 +4%
SWM
108
Spire Wealth Management
Virginia
$9.44K +$6.38K +345 +204%
AWM
109
Atticus Wealth Management
Florida
$8.69K
HI
110
Harbour Investments
Wisconsin
$7.42K
MA
111
MCF Advisors
Kentucky
$6.13K
BAM
112
Belpointe Asset Management
Nevada
$5.42K +$5.45K +295 New
GT
113
Glenmede Trust
Pennsylvania
$5.38K
EWM
114
EPG Wealth Management
Georgia
$5.21K
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$5.14K -$869 -47 -14%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$5K -$407 -22 -7%
AC
117
AlphaCore Capital
California
$4.39K
BCWM
118
Bartlett & Co Wealth Management
Ohio
$4.15K
AW
119
Avion Wealth
Texas
$4K
BC
120
Bartlett & Co
Ohio
$4K
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$3.3K
TF
122
TimeScale Financial
Massachusetts
$3.21K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$3.01K -$3.05K -165 -50%
BAAM
124
Baker Avenue Asset Management
California
$2.2K -$5.42K -293 -71%
BC
125
Belmont Capital
California
$1.97K

PXH Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2023, worth a combined $1.12B — up 10% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PXH positions and 29 closed out — a net gain of 2 holders — while 34 added to existing stakes and 53 trimmed.

The largest buyer was Orion Portfolio Solutions, adding an estimated $51.3M. The largest seller was Jane Street, cutting an estimated $8.55M.

  • 145 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2023, down from 146 in Q4 2022.
  • Funds reported $1.12B of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 31 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2023 and 29 closed out, a net change of +2 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $51.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2023 was Jane Street, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2023.