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Invesco FTSE RAFI Emerging Markets ETF
PXH

156 hedge funds and large institutions have $1.07B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $977M → $1.07B (+$91.4M)

5% more funds holding

Funds holding: 148 → 156 (+8)

4.11% more ownership

Funds ownership: 84.88% → 88.99% (+4.1%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
43
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
AFA
Arlington Financial Advisors
California
+$10.1M
4
Bank of America
Bank of America
North Carolina
+$9.58M
5
CSIA
Charles Schwab Investment Advisory
California
+$7.81M

Top Sellers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
-$35.9M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$8.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.06M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
RIL
Rothschild Investment LLC
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$3.38K – – –
BTI
127
Blue Trust Inc
Georgia
$3K +$2.58K +143 New
CFB
128
Cullen/Frost Bankers
Texas
$2.41K -$18 -1 -0.8%
BC
129
Belmont Capital
California
$2.04K – – –
RBA
130
Richard Bernstein Advisors
New York
$1.97K +$1.86K +103 New
KFI
131
Key Financial Inc
Pennsylvania
$1.17K – – –
First Manhattan
132
First Manhattan
New York
$1.15K – – –
WP
133
WealthShield Partners
North Carolina
$1.09K – – –
TFA
134
Transamerica Financial Advisors
Florida
$1K -$7.25K -401 -100%
AF
135
Allworth Financial
California
$879 – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$802 -$2.35K -130 -76%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$707 +$669 +37 New
CAS
138
Coppell Advisory Solutions
Texas
$707 +$669 +37 New
RF
139
Robinswood Financial
Washington
$649 +$615 +34 New
AAG
140
Armstrong Advisory Group
Massachusetts
$497 – – –
RPCA
141
Running Point Capital Advisors
California
$401 -$651 -36 -63%
SAM
142
Smartleaf Asset Management
Massachusetts
$95 +$90 +5 New
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$76 – – –
AA
144
Addison Advisors
Vermont
$39 – – –
LPP
145
Life Planning Partners
Florida
$39 +$36 +2 New
AIC
146
Archer Investment Corporation
Indiana
$38 – – –
RG
147
Retirement Group
California
$38 – – –
TAM
148
Townsend Asset Management
North Carolina
$38 – – –
PS
149
Planned Solutions
California
$38 +$36 +2 New
IRC
150
Investors Research Corp
Georgia
$19 – – –
3 4 5
6
7

PXH Hedge Fund Activity: Q4 2023 in Review

156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2023, worth a combined $1.07B — up 9.4% from $977M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PXH positions and 15 closed out — a net gain of 8 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $26.9M. The largest seller was Waverly Advisors, cutting an estimated $35.9M.

  • 156 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $1.07B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2023, up 9.4% quarter-over-quarter.
  • 23 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2023 was Invesco, an estimated $26.9M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2023 was Waverly Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2023.