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Invesco FTSE RAFI Emerging Markets ETF
PXH

137 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

22% more capital invested

Capital invested by funds: $859M → $1.05B (+$191M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more funds holding

Funds holding: 120 → 137 (+17)

0.14% more ownership

Funds ownership: 74.5% → 74.64% (+0.14%)

Holders
137
Holders Change
+17
Holders Change %
+14.17%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
29
Increased
46
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$22.3M
2
Invesco
Invesco
Georgia
+$18M
3
BCI
Brinker Capital Investments
Pennsylvania
+$16M
4
Victory Capital Management
Victory Capital Management
Texas
+$6.83M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$5.69M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$7.04M
2
CAM
Cidel Asset Management
Ontario, Canada
-$4.39M
3
Morgan Stanley
Morgan Stanley
New York
-$2.95M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.76M
5
UBS Group
UBS Group
Switzerland
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
126
FAS Wealth Partners
Kansas
$3K +$2.62K +124 New
DOA
127
D'Orazio & Associates
Virginia
$2K – – –
RTC
128
Riverview Trust Company
Washington
$2K – – –
TWA
129
TCI Wealth Advisors
Arizona
$2K – – –
BC
130
Belmont Capital
California
$2K +$2.26K +107 New
SHWM
131
Silicon Hills Wealth Management
Texas
$1.12K +$506 +24 New
BAM
132
Bellevue Asset Management
Washington
$1K +$1.05K +50 New
BPB
133
Badgley, Phelps & Bell
Washington
– -$252K -12,566 Closed
EW
134
Evoke Wealth
California
– -$72.6K -3,616 Closed
FAAS
135
First Allied Advisory Services
California
– -$64K -3,169 Closed
SB
136
Strategic Blueprint
Georgia
– -$43K -2,130 Closed
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
– -$10K -500 Closed
JCM
138
Jacobi Capital Management
Pennsylvania
– -$10K -491 Closed
HS
139
Horan Securities
United States
– -$9K -453 Closed
ACA
140
Aptus Capital Advisors
Alabama
– -$5K -253 Closed
HR
141
Howe & Rusling
New York
– -$2K -82 Closed
AC
142
AlphaCore Capital
California
– +$21 +1 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
– +$21 +1 New
SBL
144
Sargent Bickham Lagudis
Colorado
– +$21 +1 New
TAM
145
Townsend Asset Management
North Carolina
– +$21 +1 New
CWM
146
Cedar Wealth Management
California
– +$127 +6 +150%
2 3 4 5
6

PXH Hedge Fund Activity: Q4 2019 in Review

137 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2019, worth a combined $1.05B — up 22% from $859M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PXH positions and 11 closed out — a net gain of 18 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Ameriprise, adding an estimated $22.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $7.04M.

  • 137 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $1.05B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 29 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2019 and 11 closed out, a net change of +18 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2019 was Ameriprise, an estimated $22.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $7.04M sold.

Based on aggregated 13F filings for Q4 2019.