Invesco FTSE RAFI Emerging Markets ETF
50 hedge funds and large institutions have $238M invested in Invesco FTSE RAFI Emerging Markets ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
14% more funds holding
Funds holding: 44 → 50 (+6)
6% more capital invested
Capital invested by funds: $225M → $238M (+$13M)
0.45% more ownership
Funds ownership: 64.55% → 65% (+0.45%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$23.3M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.36M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.51M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.2M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$730K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$3.17M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$1.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$736K |
| 5 |
GCT
Galaxy Capital Trading
Road Town,
British Virgin Islands
|
-$647K |
PXH Hedge Fund Activity: Q4 2013 in Review
50 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2013, worth a combined $238M — up 5.8% from $225M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PXH positions and 5 closed out — a net gain of 7 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Invesco, adding an estimated $23.3M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $3.17M sold.
- 50 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2013, up from 44 in Q3 2013.
- Funds reported $238M of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2013, up 5.8% quarter-over-quarter.
- 12 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2013 and 5 closed out, a net change of +7 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2013 was Invesco, an estimated $23.3M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2013 was New York Life Investment Management, an estimated $3.17M sold.
Based on aggregated 13F filings for Q4 2013.