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Invesco FTSE RAFI Emerging Markets ETF

171 hedge funds and large institutions have $978M invested in Invesco FTSE RAFI Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

12% more funds holding

Funds holding: 153171 (+18)

2.29% more ownership

Funds ownership: 79.94%82.23% (+2.3%)

4% less capital invested

Capital invested by funds: $1.02B → $978M (-$39M)

Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
60
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$493M -$11.3M -528,485 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$65.3M +$27M +1,266,290 +66%
Victory Capital Management
3
Victory Capital Management
Texas
$52.3M
Bank of America
4
Bank of America
North Carolina
$45.6M -$561K -26,286 -1%
Ameriprise
5
Ameriprise
Minnesota
$45.4M -$319K -14,937 -0.7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$25M -$392K -18,349 -1%
Morgan Stanley
7
Morgan Stanley
New York
$19.1M +$629K +29,484 +3%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$18.3M -$8.54M -400,000 -31%
LPL Financial
9
LPL Financial
California
$18M +$231K +10,820 +1%
Invesco
10
Invesco
Georgia
$14.8M +$6.05M +283,501 +64%
OMC
11
Old Mission Capital
Illinois
$12.1M +$4.96M +232,198 +64%
HighTower Advisors
12
HighTower Advisors
Illinois
$11.3M +$49.7K +2,328 +0.4%
ALA
13
Atlas Legacy Advisors
California
$10.3M +$10.7M +502,070 New
Wells Fargo
14
Wells Fargo
California
$9.89M +$984K +46,095 +11%
CAM
15
Cidel Asset Management
Ontario, Canada
$9.75M +$1.13M +53,098 +13%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$8.14M -$18.2K -852 -0.2%
AAS
17
Asset Allocation Strategies
Michigan
$6.55M +$5.18M +242,657 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.69M +$1.32M +61,635 +28%
JWWM
19
Johnson & White Wealth Management
Pennsylvania
$5.23M +$357K +16,720 +7%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$5.21M +$34K +1,594 +0.6%
BCI
21
Brinker Capital Investments
Pennsylvania
$5M -$452K -21,183 -8%
OPS
22
Orion Portfolio Solutions
Nebraska
$5M -$452K -21,183 -8%
FTUS
23
Flow Traders U.S.
New York
$4.56M +$3.52M +164,856 +285%
Raymond James Financial
24
Raymond James Financial
Florida
$4.54M +$4.73M +221,482 New
AWM
25
Aries Wealth Management
Maine
$4.32M +$202K +9,440 +5%

PXH Hedge Fund Activity: Q4 2024 in Review

171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Emerging Markets ETF (PXH) for Q4 2024, worth a combined $978M — down 3.8% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PXH positions and 7 closed out — a net gain of 21 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27M. The largest seller was Charles Schwab, cutting an estimated $11.3M.

  • 171 institutional investors held Invesco FTSE RAFI Emerging Markets ETF (PXH) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $978M of Invesco FTSE RAFI Emerging Markets ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 28 funds opened new Invesco FTSE RAFI Emerging Markets ETF positions in Q4 2024 and 7 closed out, a net change of +21 holders.
  • The largest Invesco FTSE RAFI Emerging Markets ETF buyer in Q4 2024 was Fidelity Investments, an estimated $27M added.
  • The largest Invesco FTSE RAFI Emerging Markets ETF seller in Q4 2024 was Charles Schwab, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2024.