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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
LC
151
Lindbrook Capital
California
$19 – – –
SSB
152
Sandy Spring Bank
Maryland
$19 – – –
TFG
153
Team Financial Group
California
$19 – – –
TAM
154
Tucker Asset Management
Colorado
$19 – – –
BCPWM
155
Bradley & Co Private Wealth Management
Florida
$19 +$18 +1 New
OP
156
ORG Partners
Indiana
$5 – – –
Citadel Advisors
157
Citadel Advisors
Florida
– -$3.06M -171,614 Closed
FTUS
158
Flow Traders U.S.
New York
– -$3.01M -168,908 Closed
OMC
159
Old Mission Capital
Illinois
– -$2.38M -133,322 Closed
Marshall Wace
160
Marshall Wace
United Kingdom
– -$608K -34,134 Closed
EWM
161
Empirical Wealth Management
Washington
– -$291K -16,304 Closed
BCG
162
Breakwater Capital Group
New Jersey
– -$191K -10,948 Closed
LFG
163
Larson Financial Group
Missouri
– -$71.7K -4,021 Closed
GT
164
Glenmede Trust
Pennsylvania
– -$5.22K -293 Closed
SSWM
165
Sheets Smith Wealth Management
North Carolina
– -$2.77K -155 Closed
BAAM
166
Baker Avenue Asset Management
California
– -$2.14K -120 Closed
HGERS
167
Householder Group Estate & Retirement Specialist
Arizona
– -$748 -42 Closed
KFS
168
Kelly Financial Services
Massachusetts
– -$454 -25 Closed
AAP
169
Arax Advisory Partners
Colorado
– -$55 -3 Closed
CCMI
170
Creative Capital Management Investments
California
– -$36 -2 Closed
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
– -$36 -2 Closed
UIA
172
Ulland Investment Advisors
Minnesota
– +$18 +1 New
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.