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Invesco FTSE RAFI Emerging Markets ETF

152 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$15M)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3.03% less ownership

Funds ownership: 84.1%81.06% (-3%)

4% less funds holding

Funds holding: 158152 (-6)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
152
Holders Change
-6
Holders Change %
-3.8%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
46
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$40 +$40 +2 New
RCM
152
Raleigh Capital Management
North Carolina
$21
CAS
153
Coppell Advisory Solutions
Texas
$20 +$20 +1 New
BFS
154
Bare Financial Services
Pennsylvania
$17 +$20 +1 New
LFA
155
LGT Financial Advisors
Texas
$8 -$27.5K -1,360 Closed
OP
156
ORG Partners
Indiana
$5
CSIA
157
Charles Schwab Investment Advisory
California
-$505M -25,939,683 Closed
VL
158
Vima LLC
Michigan
-$563K -30,645 Closed
WP
159
WMS Partners
Maryland
-$438K -22,503 Closed
GCP
160
GSA Capital Partners
United Kingdom
-$360K -18,516 Closed
RJT
161
Raymond James Trust
Florida
-$265K -13,600 Closed
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
-$197K -10,128 Closed
NCM
163
Northwest Capital Management
Oregon
-$73.8K -3,793 Closed
PMFA
164
Plante Moran Financial Advisors
Michigan
-$52K -2,574 Closed
BFEC
165
Benjamin F. Edwards & Company
Missouri
-$15K -755 Closed
MCM
166
MV Capital Management
Maryland
-$5.92K -304 Closed
IGWM
167
ICA Group Wealth Management
Colorado
-$4.2K -216 Closed
TWC
168
TD Waterhouse Canada
Ontario, Canada
-$3.99K -204 Closed
First Manhattan
169
First Manhattan
New York
-$1.17K -60 Closed
AAG
170
Armstrong Advisory Group
Massachusetts
-$497 -26 Closed
AWM
171
Avior Wealth Management
Nebraska
-$291 -15 Closed
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
-$136 -7 Closed
GGI
173
Godsey & Gibb Inc
Virginia
-$78 -4 Closed
CSWM
174
Cassady Schiller Wealth Management
Ohio
-$39 -2 Closed
IRC
175
Investors Research Corp
Georgia
-$19 -1 Closed

PXH Hedge Fund Activity: Q2 2024 in Review

152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q2 2024, worth a combined $1.01B — down 1.5% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PXH and 19 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 46 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $502M. The largest seller was Brinker Capital Investments, cutting an estimated $20.7M.

  • 152 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q2 2024, down from 158 in Q1 2024.
  • Funds reported $1.01B of Invesco FTSE RAFI Emerging Markets ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 19 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q2 2024 and 23 closed out, a net change of -4 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q2 2024 was Charles Schwab, an estimated $502M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q2 2024 was Brinker Capital Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2024.