Invesco FTSE RAFI Emerging Markets ETF
63 hedge funds and large institutions have $304M invested in Invesco FTSE RAFI Emerging Markets ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
15% more funds holding
Funds holding: 55 → 63 (+8)
2% more capital invested
Capital invested by funds: $298M → $304M (+$6.41M)
0.43% more ownership
Funds ownership: 70.66% → 71.09% (+0.43%)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$5.43M |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
+$2.94M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.52M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$2.07M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$17M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$3.15M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$2.54M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$1.94M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.59M |
PXH Hedge Fund Activity: Q2 2015 in Review
63 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q2 2015, worth a combined $304M — up 2.1% from $298M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PXH positions and 5 closed out — a net gain of 8 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $5.43M. The largest seller was Invesco, cutting an estimated $17M.
- 63 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q2 2015, up from 55 in Q1 2015.
- Funds reported $304M of Invesco FTSE RAFI Emerging Markets ETF stock for Q2 2015, up 2.1% quarter-over-quarter.
- 13 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q2 2015 and 5 closed out, a net change of +8 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q2 2015 was United Services Automobile Association, an estimated $5.43M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q2 2015 was Invesco, an estimated $17M sold.
Based on aggregated 13F filings for Q2 2015.