Invesco FTSE RAFI Emerging Markets ETF
44 hedge funds and large institutions have $225M invested in Invesco FTSE RAFI Emerging Markets ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
13% more capital invested
Capital invested by funds: $198M → $225M (+$26.4M)
7% more funds holding
Funds holding: 41 → 44 (+3)
5.04% more ownership
Funds ownership: 59.51% → 64.55% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$22.3M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.36M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.83M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.44M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11.5M |
| 2 |
CEMP
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
-$2.37M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$821K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$810K |
PXH Hedge Fund Activity: Q3 2013 in Review
44 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2013, worth a combined $225M — up 13% from $198M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PXH positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $22.3M. The largest seller was Invesco, cutting an estimated $11.5M.
- 44 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2013, up from 41 in Q2 2013.
- Funds reported $225M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2013, up 13% quarter-over-quarter.
- 7 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2013 and 4 closed out, a net change of +3 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $22.3M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2013 was Invesco, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2013.