Invesco FTSE RAFI Emerging Markets ETF
60 hedge funds and large institutions have $498M invested in Invesco FTSE RAFI Emerging Markets ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
16% more capital invested
Capital invested by funds: $428M → $498M (+$70.1M)
7% more funds holding
Funds holding: 56 → 60 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.64% less ownership
Funds ownership: 77.41% → 76.77% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$32.6M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$28.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.46M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$4.47M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$7.39M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$3.04M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$2.93M |
| 4 |
SG Americas Securities
New York
|
-$1.93M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.46M |
PXH Hedge Fund Activity: Q4 2016 in Review
60 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2016, worth a combined $498M — up 16% from $428M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PXH positions and 6 closed out — a net gain of 4 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $32.6M. The largest seller was United Services Automobile Association, cutting an estimated $7.39M.
- 60 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2016, up from 56 in Q3 2016.
- Funds reported $498M of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2016, up 16% quarter-over-quarter.
- 10 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2016 and 6 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2016 was Bank of America, an estimated $32.6M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2016 was United Services Automobile Association, an estimated $7.39M sold.
Based on aggregated 13F filings for Q4 2016.