Invesco FTSE RAFI Emerging Markets ETF
55 hedge funds and large institutions have $298M invested in Invesco FTSE RAFI Emerging Markets ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 9 closing their positions.
25% more capital invested
Capital invested by funds: $238M → $298M (+$59.8M)
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
5.35% more ownership
Funds ownership: 65.32% → 70.66% (+5.3%)
4% less funds holding
Funds holding: 57 → 55 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$44.9M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$26.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.25M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$4.36M |
| 5 |
KL
Kinsight LLC
Birmingham,
Alabama
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$7.36M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$4.04M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.44M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.54M |
| 5 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$2.48M |
PXH Hedge Fund Activity: Q1 2015 in Review
55 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2015, worth a combined $298M — up 25% from $238M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PXH and 7 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 21 added.
The largest buyer was Invesco, adding an estimated $44.9M. The largest seller was Agilis Partners, cutting an estimated $7.36M.
- 55 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2015, down from 57 in Q4 2014.
- Funds reported $298M of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2015, up 25% quarter-over-quarter.
- 7 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2015 and 9 closed out, a net change of -2 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2015 was Invesco, an estimated $44.9M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2015 was Agilis Partners, an estimated $7.36M sold.
Based on aggregated 13F filings for Q1 2015.