Invesco FTSE RAFI Emerging Markets ETF
156 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
8% more capital invested
Capital invested by funds: $977M → $1.05B (+$77.1M)
5% more funds holding
Funds holding: 148 → 156 (+8)
2.93% more ownership
Funds ownership: 84.87% → 87.8% (+2.9%)
19% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$26.9M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$10.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.58M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$7.81M |
| 5 |
Jane Street
New York
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$35.9M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$8.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.06M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$3.01M |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
-$2.7M |
PXH Hedge Fund Activity: Q4 2023 in Review
156 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2023, worth a combined $1.05B — up 7.9% from $977M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PXH positions and 15 closed out — a net gain of 8 holders — while 42 added to existing stakes and 52 trimmed.
The largest buyer was Invesco, adding an estimated $26.9M. The largest seller was Waverly Advisors, cutting an estimated $35.9M.
- 156 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2023, up from 148 in Q3 2023.
- Funds reported $1.05B of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2023, up 7.9% quarter-over-quarter.
- 23 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
- The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2023 was Invesco, an estimated $26.9M added.
- The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2023 was Waverly Advisors, an estimated $35.9M sold.
Based on aggregated 13F filings for Q4 2023.