Invesco FTSE RAFI Emerging Markets ETF
85 hedge funds and large institutions have $770M invested in Invesco FTSE RAFI Emerging Markets ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $651M → $770M (+$119M)
10% more funds holding
Funds holding: 77 → 85 (+8)
3.6% more ownership
Funds ownership: 70.59% → 74.2% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$66M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.76M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$3.9M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.57M |
| 2 |
Morgan Stanley
New York
|
-$6.61M |
| 3 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$3.07M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.1M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.94M |
PXH Hedge Fund Activity: Q4 2017 in Review
85 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2017, worth a combined $770M — up 18% from $651M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PXH positions and 10 closed out — a net gain of 8 holders — while 25 added to existing stakes and 25 trimmed.
The largest buyer was TD Ameritrade Investment Management, opening a new position worth an estimated $66M. The largest seller was Envestnet Asset Management, cutting an estimated $8.57M.
- 85 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2017, up from 77 in Q3 2017.
- Funds reported $770M of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2017, up 18% quarter-over-quarter.
- 18 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2017 and 10 closed out, a net change of +8 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2017 was TD Ameritrade Investment Management, an estimated $66M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2017 was Envestnet Asset Management, an estimated $8.57M sold.
Based on aggregated 13F filings for Q4 2017.