Invesco FTSE RAFI Emerging Markets ETF
47 hedge funds and large institutions have $221M invested in Invesco FTSE RAFI Emerging Markets ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.47% less ownership
Funds ownership: 65% → 62.53% (-2.5%)
6% less funds holding
Funds holding: 50 → 47 (-3)
7% less capital invested
Capital invested by funds: $238M → $221M (-$16.5M)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$3.84M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.16M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$15M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$1.7M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.14M |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
-$994K |
| 5 |
Jane Street
New York
|
-$734K |
PXH Hedge Fund Activity: Q1 2014 in Review
47 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2014, worth a combined $221M — down 6.9% from $238M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PXH and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 17 added.
The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $3.84M. The largest seller was Invesco, cutting an estimated $15M.
- 47 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2014, down from 50 in Q4 2013.
- Funds reported $221M of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2014, down 6.9% quarter-over-quarter.
- 7 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2014 and 8 closed out, a net change of -1 holder.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2014 was Evergreen Capital Management, an estimated $3.84M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2014 was Invesco, an estimated $15M sold.
Based on aggregated 13F filings for Q1 2014.