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Invesco FTSE RAFI Emerging Markets ETF
PXH

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: 146 → 145 (-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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
OPS
Orion Portfolio Solutions
Nebraska
+$51.3M
2
PI
PFS Investments
Georgia
+$22.8M
3
Bank of America
Bank of America
North Carolina
+$13M
4
Citigroup
Citigroup
New York
+$7.68M
5
JWWM
Johnson & White Wealth Management
Pennsylvania
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.55M
2
Invesco
Invesco
Georgia
-$6.13M
3
CSIA
Charles Schwab Investment Advisory
California
-$5.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.23M
5
SC
Sepio Capital
Utah
-$4.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$1.23K +$1.24K +67 New
KFI
127
Key Financial Inc
Pennsylvania
$1.12K – – –
First Manhattan
128
First Manhattan
New York
$1.1K +$1.11K +60 New
WP
129
WealthShield Partners
North Carolina
$1.05K +$1.05K +57 New
TFA
130
Transamerica Financial Advisors
Florida
$1K – – –
AF
131
Allworth Financial
California
$845 – – –
TAM
132
Townsend Asset Management
North Carolina
$845 – – –
LFG
133
Larson Financial Group
Missouri
$771 – – –
PFG
134
Piershale Financial Group
Illinois
$569 +$573 +31 New
BA
135
Bristlecone Advisors
Washington
$74 +$74 +4 New
FFA
136
Farther Finance Advisors
California
$37 +$37 +2 New
ME
137
McIlrath & Eck
Washington
$37 +$37 +2 New
SIS
138
Sound Income Strategies
Florida
$37 +$37 +2 New
LC
139
Lindbrook Capital
California
$18 – – –
SSB
140
Sandy Spring Bank
Maryland
$18 – – –
IRC
141
Investors Research Corp
Georgia
$18 +$18 +1 New
TAM
142
Tucker Asset Management
Colorado
$18 +$18 +1 New
Citadel Advisors
143
Citadel Advisors
Florida
– -$4.23M -240,141 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
– -$745K -42,279 Closed
FTUS
145
Flow Traders U.S.
New York
– -$472K -26,799 Closed
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
– -$310K -17,577 Closed
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
– -$288K -16,355 Closed
CS
148
Credit Suisse
Switzerland
– -$242K -13,762 Closed
CCA
149
Cobblestone Capital Advisors
New York
– -$238K -13,509 Closed
SC
150
Seldon Capital
California
– -$70.5K -4,000 Closed
3 4 5
6
7

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.