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Invesco FTSE RAFI Emerging Markets ETF
PXH

146 hedge funds and large institutions have $1.02B invested in Invesco FTSE RAFI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

4% more funds holding

Funds holding: 141 → 146 (+5)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $1B → $1.02B (+$13.8M)

7.18% less ownership

Funds ownership: 89.14% → 81.96% (-7.2%)

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
39
Reduced
37
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$16.7M
2
Jane Street
Jane Street
New York
+$10.8M
3
Bank of America
Bank of America
North Carolina
+$6.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.09M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.73M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$95.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.61M
3
CG
Colony Group
Massachusetts
-$5.65M
4
FWM
Foresight Wealth Management
Utah
-$4.24M
5
Goldman Sachs
Goldman Sachs
New York
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
– -$172K -10,636 Closed
EWA
152
EverSource Wealth Advisors
Alabama
– -$30K -1,838 Closed
BA
153
Bellwether Advisors
Nebraska
– -$11K -708 Closed
MFT
154
Moisand Fitzgerald Tamayo
Florida
– -$6K -362 Closed
HIA
155
Harbor Investment Advisory
Maryland
– -$4K -278 Closed
EWM
156
Evermay Wealth Management
Virginia
– -$3K -200 Closed
HNWAG
157
High Net Worth Advisory Group
Florida
– -$2K -146 Closed
BIA
158
Bell Investment Advisors
California
– -$2K -138 Closed
MAM
159
Meeder Asset Management
Ohio
– -$2K -126 Closed
BlackRock
160
BlackRock
New York
– -$1K -84 Closed
HWA
161
HHM Wealth Advisors
Tennessee
– -$1K -51 Closed
CAAS
162
Capital Asset Advisory Services
Michigan
– -$1K -36 Closed
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
– -$16 -1 Closed
SFG
164
Steward Financial Group
Texas
– +$34 +2 New
FCAS
165
First Command Advisory Services
Texas
– +$170 +10 New
3 4 5 6
7

PXH Hedge Fund Activity: Q4 2022 in Review

146 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2022, worth a combined $1.02B — up 1.4% from $1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PXH positions and 27 closed out — a net gain of 10 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $16.7M. The largest seller was Charles Schwab, cutting an estimated $95.8M.

  • 146 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $1.02B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 37 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2022 and 27 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $16.7M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2022 was Charles Schwab, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2022.