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Invesco FTSE RAFI Emerging Markets ETF
PXH

120 hedge funds and large institutions have $770M invested in Invesco FTSE RAFI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

6.5% more ownership

Funds ownership: 74.64% → 81.14% (+6.5%)

12% less funds holding

Funds holding: 137 → 120 (-17)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

27% less capital invested

Capital invested by funds: $1.05B → $770M (-$281M)

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

Holders
120
Holders Change
-17
Holders Change %
-12.41%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
11
Increased
50
Reduced
39
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$65.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$63.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.17M
5
FCH
Freestone Capital Holdings
Washington
+$5.26M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$54.2M
2
Invesco
Invesco
Georgia
-$18.4M
3
Ameriprise
Ameriprise
Minnesota
-$9.56M
4
Wells Fargo
Wells Fargo
California
-$8.64M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
– -$552K -24,772 Closed
MWM
127
Merriman Wealth Management
Washington
– -$531K -23,800 Closed
RFC
128
Regions Financial Corp
Alabama
– -$208K -9,307 Closed
PWMG
129
Prestige Wealth Management Group
New Jersey
– -$170K -7,629 Closed
PMFA
130
Plante Moran Financial Advisors
Michigan
– -$138K -6,171 Closed
MWP
131
MYCIO Wealth Partners
Pennsylvania
– -$135K -6,052 Closed
HGWM
132
Harvest Group Wealth Management
Massachusetts
– -$15.8K -800 Closed
EI
133
Ellevest Inc
New York
– -$12.1K -612 Closed
PWM
134
Provident Wealth Management
Tennessee
– -$12K -519 Closed
MA
135
MUFG Americas
New York
– -$7K -307 Closed
1IA
136
1834 Investment Advisors
Wisconsin
– -$4K -196 Closed
TRCT
137
Tower Research Capital (TRC)
New York
– -$4K -179 Closed
FWP
138
FAS Wealth Partners
Kansas
– -$3K -124 Closed
TWA
139
TCI Wealth Advisors
Arizona
– -$2K -98 Closed
SHWM
140
Silicon Hills Wealth Management
Texas
– -$1.12K -24 Closed
SIAS
141
Shine Investment Advisory Services
Colorado
– +$20 +1 New
2 3 4 5
6

PXH Hedge Fund Activity: Q1 2020 in Review

120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2020, worth a combined $770M — down 27% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PXH and 11 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 50 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $65.6M. The largest seller was Brinker Capital Investments, cutting an estimated $54.2M.

  • 120 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2020, down from 137 in Q4 2019.
  • Funds reported $770M of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 11 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2020 and 25 closed out, a net change of -14 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $65.6M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2020.