Invesco FTSE RAFI Emerging Markets ETF
158 hedge funds and large institutions have $1.02B invested in Invesco FTSE RAFI Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 26 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 40
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
1% more funds holding
Funds holding: 156 → 158 (+2)
4% less capital invested
Capital invested by funds: $1.07B → $1.02B (-$46.5M)
4.9% less ownership
Funds ownership: 88.99% → 84.1% (-4.9%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.02M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$5.14M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.56M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$27.5M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$27.5M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$13.9M |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$10.6M |
| 5 |
Morgan Stanley
New York
|
-$10.2M |
PXH Hedge Fund Activity: Q1 2024 in Review
158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2024, worth a combined $1.02B — down 4.4% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PXH positions and 26 closed out — a net gain of 5 holders — while 54 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.3M. The largest seller was Brinker Capital Investments, cutting an estimated $27.5M.
- 158 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2024, up from 156 in Q4 2023.
- Funds reported $1.02B of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
- 31 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2024 and 26 closed out, a net change of +5 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2024 was LPL Financial, an estimated $13.3M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $27.5M sold.
Based on aggregated 13F filings for Q1 2024.