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Invesco FTSE RAFI Emerging Markets ETF
PXH

158 hedge funds and large institutions have $1.02B invested in Invesco FTSE RAFI Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

1% more funds holding

Funds holding: 156 → 158 (+2)

4% less capital invested

Capital invested by funds: $1.07B → $1.02B (-$46.5M)

4.9% less ownership

Funds ownership: 88.99% → 84.1% (-4.9%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
54
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.3M
2
Wells Fargo
Wells Fargo
California
+$8.02M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$5.14M
4
OMC
Old Mission Capital
Illinois
+$3.56M
5
FTUS
Flow Traders U.S.
New York
+$2.74M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$27.5M
2
OPS
Orion Portfolio Solutions
Nebraska
-$27.5M
3
CSIA
Charles Schwab Investment Advisory
California
-$13.9M
4
AFA
Arlington Financial Advisors
California
-$10.6M
5
Morgan Stanley
Morgan Stanley
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$505M -$13.9M -732,761 -3%
Bank of America
2
Bank of America
North Carolina
$51.8M +$2.19M +115,136 +5%
Victory Capital Management
3
Victory Capital Management
Texas
$49.7M – – –
Invesco
4
Invesco
Georgia
$48.2M -$2.07M -108,736 -4%
Ameriprise
5
Ameriprise
Minnesota
$44M +$694K +36,465 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$34.1M +$94.2K +4,953 +0.3%
BCI
7
Brinker Capital Investments
Pennsylvania
$26M -$27.5M -1,445,969 -52%
OPS
8
Orion Portfolio Solutions
Nebraska
$26M -$27.5M -1,445,969 -52%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$24.6M +$181K +9,518 +0.8%
Morgan Stanley
10
Morgan Stanley
New York
$18.8M -$10.2M -535,734 -36%
Wells Fargo
11
Wells Fargo
California
$18.6M +$8.02M +421,463 +79%
LPL Financial
12
LPL Financial
California
$16.7M +$13.3M +701,677 +453%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$14.9M +$5.14M +270,000 +54%
HighTower Advisors
14
HighTower Advisors
Illinois
$12M +$417K +21,914 +4%
Citigroup
15
Citigroup
New York
$11M -$1.04M -54,937 -9%
GA
16
Goldstein Advisors
Wisconsin
$10.9M +$612K +32,167 +6%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$7.77M +$29.9K +1,573 +0.4%
CAM
18
Cidel Asset Management
Ontario, Canada
$7.34M -$51.4K -2,702 -0.7%
AAS
19
Avantax Advisory Services
Texas
$5.85M -$5.69M -299,407 -50%
OPOWM
20
One Plus One Wealth Management
Florida
$5.04M -$1.58M -82,812 -24%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.66M -$817K -42,978 -15%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.08M -$292K -15,331 -7%
JWWM
23
Johnson & White Wealth Management
Pennsylvania
$3.91M +$548K +28,804 +17%
FM
24
Foster & Motley
Ohio
$3.89M -$97.2K -5,108 -2%
OMC
25
Old Mission Capital
Illinois
$3.64M +$3.56M +187,069 New
1
2 3 4 5

PXH Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q1 2024, worth a combined $1.02B — down 4.4% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PXH positions and 26 closed out — a net gain of 5 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.3M. The largest seller was Brinker Capital Investments, cutting an estimated $27.5M.

  • 158 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q1 2024, up from 156 in Q4 2023.
  • Funds reported $1.02B of Invesco FTSE RAFI Emerging Markets ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
  • 31 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q1 2024 and 26 closed out, a net change of +5 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q1 2024 was LPL Financial, an estimated $13.3M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2024.