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Invesco FTSE RAFI Emerging Markets ETF
PXH

150 hedge funds and large institutions have $1.19B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$68.4M)

6.05% more ownership

Funds ownership: 87.12% → 93.17% (+6.1%)

3% more funds holding

Funds holding: 145 → 150 (+5)

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
56
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$48M
2
OPS
Orion Portfolio Solutions
Nebraska
+$48M
3
Citadel Advisors
Citadel Advisors
Florida
+$16.4M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$3.71M
5
FTUS
Flow Traders U.S.
New York
+$1.87M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$37.7M
2
CSIA
Charles Schwab Investment Advisory
California
-$13.6M
3
Invesco
Invesco
Georgia
-$9.64M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$4.58M
5
WA
Waverly Advisors
Alabama
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$3.09K +$37 +2 +1%
BAAM
127
Baker Avenue Asset Management
California
$2.25K +$19 +1 +0.8%
BC
128
Belmont Capital
California
$1.99K – – –
EWA
129
EverSource Wealth Advisors
Alabama
$1.86K +$1.85K +100 New
WP
130
WealthPLAN Partners
Nebraska
$1.25K – – –
KFI
131
Key Financial Inc
Pennsylvania
$1.14K – – –
First Manhattan
132
First Manhattan
New York
$1.12K – – –
WP
133
WealthShield Partners
North Carolina
$1.06K – – –
TFA
134
Transamerica Financial Advisors
Florida
$1K – – –
AF
135
Allworth Financial
California
$858 – – –
TAM
136
Townsend Asset Management
North Carolina
$857 – – –
LFG
137
Larson Financial Group
Missouri
$783 – – –
AAG
138
Armstrong Advisory Group
Massachusetts
$485 +$482 +26 New
KFS
139
Kelly Financial Services
Massachusetts
$466 +$464 +25 New
RPCA
140
Running Point Capital Advisors
California
$391 +$389 +21 New
FA
141
Fiduciary Alliance
South Carolina
$149 +$148 +8 New
RG
142
Retirement Group
California
$37 – – –
AIC
143
Archer Investment Corporation
Indiana
$37 +$37 +2 New
AP
144
Arlington Partners
Alabama
$37 +$37 +2 New
IRC
145
Investors Research Corp
Georgia
$19 – – –
LC
146
Lindbrook Capital
California
$19 – – –
TAM
147
Tucker Asset Management
Colorado
$19 – – –
AA
148
Addison Advisors
Vermont
$19 +$19 +1 New
AWM
149
Abound Wealth Management
Tennessee
$16 +$19 +1 New
DWM
150
Drive Wealth Management
Utah
– -$2.23M -121,521 Closed
3 4 5
6
7

PXH Hedge Fund Activity: Q2 2023 in Review

150 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q2 2023, worth a combined $1.19B — up 6.1% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PXH positions and 13 closed out — a net gain of 7 holders — while 56 added to existing stakes and 39 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $48M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $37.7M.

  • 150 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q2 2023, up from 145 in Q1 2023.
  • Funds reported $1.19B of Invesco FTSE RAFI Emerging Markets ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 20 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q2 2023 and 13 closed out, a net change of +7 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $48M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q2 2023 was TD Ameritrade Investment Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2023.