Invesco FTSE RAFI Emerging Markets ETF
125 hedge funds and large institutions have $1.03B invested in Invesco FTSE RAFI Emerging Markets ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 10 closing their positions.
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
18% more capital invested
Capital invested by funds: $868M → $1.03B (+$159M)
16% more funds holding
Funds holding: 108 → 125 (+17)
8.61% more ownership
Funds ownership: 71.31% → 79.91% (+8.6%)
6% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$113M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.2M |
| 3 |
KPW
Kore Private Wealth
New York
|
+$4.82M |
| 4 |
AC
Alexandria Capital
Arlington,
Virginia
|
+$3.36M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$17.3M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$5.04M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$4.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.46M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.75M |
PXH Hedge Fund Activity: Q1 2021 in Review
125 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2021, worth a combined $1.03B — up 18% from $868M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PXH positions and 10 closed out — a net gain of 17 holders — while 37 added to existing stakes and 35 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $113M. The largest seller was Brinker Capital Investments, cutting an estimated $17.3M.
- 125 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2021, up from 108 in Q4 2020.
- Funds reported $1.03B of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 27 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2021 and 10 closed out, a net change of +17 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2021 was Charles Schwab, an estimated $113M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2021 was Brinker Capital Investments, an estimated $17.3M sold.
Based on aggregated 13F filings for Q1 2021.