Invesco FTSE RAFI Emerging Markets ETF
57 hedge funds and large institutions have $258M invested in Invesco FTSE RAFI Emerging Markets ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 10
12% more funds holding
Funds holding: 51 → 57 (+6)
9% more capital invested
Capital invested by funds: $236M → $258M (+$21.9M)
4.51% more ownership
Funds ownership: 62.62% → 67.13% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$8.28M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$7.7M |
| 3 |
KL
Kinsight LLC
Birmingham,
Alabama
|
+$5.68M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$4.7M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$3.74M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$2.1M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.31M |
| 4 |
Goldman Sachs
New York
|
-$384K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$275K |
PXH Hedge Fund Activity: Q3 2014 in Review
57 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2014, worth a combined $258M — up 9.3% from $236M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PXH positions and 3 closed out — a net gain of 6 holders — while 30 added to existing stakes and 10 trimmed.
The largest buyer was Legacy Private Trust, adding an estimated $8.28M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $3.74M.
- 57 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2014, up from 51 in Q2 2014.
- Funds reported $258M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2014, up 9.3% quarter-over-quarter.
- 9 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2014 and 3 closed out, a net change of +6 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2014 was Legacy Private Trust, an estimated $8.28M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2014 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $3.74M sold.
Based on aggregated 13F filings for Q3 2014.