Invesco FTSE RAFI Emerging Markets ETF
90 hedge funds and large institutions have $812M invested in Invesco FTSE RAFI Emerging Markets ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
21% more capital invested
Capital invested by funds: $669M → $812M (+$143M)
9.86% more ownership
Funds ownership: 64.6% → 74.46% (+9.9%)
6% more funds holding
Funds holding: 85 → 90 (+5)
3% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 34
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$73.3M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$52.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.73M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$5.42M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$7.15M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.69M |
| 3 |
Jane Street
New York
|
-$3.93M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$3.73M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$2.17M |
PXH Hedge Fund Activity: Q3 2018 in Review
90 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q3 2018, worth a combined $812M — up 21% from $669M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PXH positions and 8 closed out — a net gain of 5 holders — while 33 added to existing stakes and 34 trimmed.
The largest buyer was United Services Automobile Association, opening a new position worth an estimated $73.3M. The largest seller was Chessman Wealth Strategies RIA, cutting an estimated $7.15M.
- 90 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q3 2018, up from 85 in Q2 2018.
- Funds reported $812M of Invesco FTSE RAFI Emerging Markets ETF stock for Q3 2018, up 21% quarter-over-quarter.
- 13 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q3 2018 and 8 closed out, a net change of +5 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q3 2018 was United Services Automobile Association, an estimated $73.3M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q3 2018 was Chessman Wealth Strategies RIA, an estimated $7.15M sold.
Based on aggregated 13F filings for Q3 2018.