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PXH Institutional Ownership

Invesco RAFI Emerging Markets ETF
1W: -0.6% 1M: -3.0% 3M: +3.5% YTD: +10.3% 1Y: +13.9% 3Y: +78.2% 5Y: +58.5%
$29.09
+0.17 (+0.59%)
 
Weekly Expected Move ±1.8%
$28 $29 $29 $30 $30
ETF AMEX · AUM $1.9B

Institutional Ownership — PXH

256
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
33
New Positions
89
Increased
77
Reduced
23
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (265 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Sixth Street Partners Management Compa NEW 22,449,418 $653M — +0.0% 1Q SEC ↗
2 CHARLES SCHWAB INVESTMENT MANAGEMENT I 22,449,418 $653M -764,300 -3.3% 9Q SEC ↗
3 AMERIPRISE FINANCIAL INC 3,697,374 $108M +493,053 +15.4% 16Q SEC ↗
4 FMR LLC 3,296,679 $96M +16,928 +0.5% 30Q SEC ↗
5 WELLS FARGO & COMPANY/MN 2,782,825 $81M +142,081 +5.4% 33Q SEC ↗
6 MORGAN STANLEY 2,165,758 $63M +104,843 +5.1% 33Q SEC ↗
7 BANK OF AMERICA CORP /DE 1,659,271 $48M -27,559 -1.6% 15Q SEC ↗
8 LPL Financial LLC 1,634,942 $48M +21,477 +1.3% 33Q SEC ↗
9 VICTORY CAPITAL MANAGEMENT INC 1,626,753 $47M — +0.0% 28Q SEC ↗
10 Daiwa Securities Group Inc. 1,040,500 $30M +350,000 +50.7% 33Q SEC ↗
11 Bank of New York Mellon Corp 939,735 $27M -8,273 -0.9% 12Q SEC ↗
12 UBS Group AG 676,784 $20M +100,746 +17.5% 33Q SEC ↗
13 CIDEL ASSET MANAGEMENT INC 658,764 $19M +38,952 +6.3% 32Q SEC ↗
14 OLD MISSION CAPITAL LLC 647,334 $19M +474,995 +275.6% 10Q SEC ↗
15 Invesco Ltd. 613,565 $18M -843,215 -57.9% 33Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 599,415 $17M +153,319 +34.4% 33Q SEC ↗
17 OSAIC HOLDINGS, INC. 570,132 $17M +33,571 +6.3% 26Q SEC ↗
18 HighTower Advisors, LLC 517,258 $15M -81,065 -13.5% 33Q SEC ↗
19 Axiom Financial Strategies, LLC 507,955 $15M -4,957 -1.0% 4Q SEC ↗
20 TRUIST FINANCIAL CORP 502,972 $15M +145,710 +40.8% 2Q SEC ↗
21 STATE OF WISCONSIN INVESTMENT BOARD 460,425 $13M — +0.0% 6Q SEC ↗
22 CAPTRUST FINANCIAL ADVISORS 408,545 $12M +6,825 +1.7% 25Q SEC ↗
23 RAYMOND JAMES FINANCIAL INC 399,445 $12M +46,671 +13.2% 7Q SEC ↗
24 Cetera Investment Advisers 352,045 $10M +15,240 +4.5% 6Q SEC ↗
25 GOLDMAN SACHS GROUP INC NEW 330,254 $10M — +0.0% 1Q SEC ↗
26 Johnson & White Wealth Management, LLC 307,636 $9M +3,729 +1.2% 14Q SEC ↗
27 Virtus Family Office LLC 279,203 $8M +5,832 +2.1% 5Q SEC ↗
28 Atlas Legacy Advisors, LLC 268,027 $8M +13,941 +5.5% 7Q SEC ↗
29 MARSHALL WACE, LLP 225,495 $7M — +0.0% 6Q SEC ↗
30 Aries Wealth Management 215,564 $6M — +0.0% 17Q SEC ↗
31 ROYAL BANK OF CANADA 208,006 $6M +11,600 +5.9% 33Q SEC ↗
32 Baird Financial Group, Inc. 207,554 $6M -7,313 -3.4% 17Q SEC ↗
33 AXXCESS WEALTH MANAGEMENT, LLC NEW 188,532 $5M — +0.0% 1Q SEC ↗
34 NATIONAL BANK OF CANADA /FI 175,489 $5M +362 +0.2% 3Q SEC ↗
35 ROTHSCHILD INVESTMENT LLC 173,244 $5M -565 -0.3% 11Q SEC ↗
36 Professional Financial Management, Inc 161,390 $5M +14,083 +9.6% 3Q SEC ↗
37 MAI Capital Management 156,476 $5M +19,469 +14.2% 7Q SEC ↗
38 LMCG INVESTMENTS, LLC 149,270 $4M +2,313 +1.6% 14Q SEC ↗
39 Ashton Thomas Private Wealth, LLC 148,211 $4M +39,978 +36.9% 6Q SEC ↗
40 CITADEL ADVISORS LLC 146,110 $4M +88,971 +155.7% 2Q SEC ↗
41 Advisory Services Network, LLC 141,208 $4M -1,650 -1.2% 4Q SEC ↗
42 Creative Planning 140,355 $4M +7,647 +5.8% 30Q SEC ↗
43 Mariner, LLC 140,179 $4M +35,839 +34.3% 22Q SEC ↗
44 FOSTER & MOTLEY INC 132,000 $4M -5,551 -4.0% 32Q SEC ↗
45 Trademark Financial Management, LLC 113,392 $3M +87,016 +329.9% 8Q SEC ↗
46 Kathmere Capital Management, LLC 108,673 $3M -1,698 -1.5% 17Q SEC ↗
47 Orion Porfolio Solutions, LLC 108,254 $3M -10,651 -9.0% 33Q SEC ↗
48 &PARTNERS 106,548 $3M +164 +0.2% 3Q SEC ↗
49 SigFig Wealth Management, LLC 106,364 $3M -6,524 -5.8% 29Q SEC ↗
50 WEALTH ENHANCEMENT ADVISORY SERVICES, 92,820 $3M +12,711 +15.9% 12Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
AMERIPRISE FINANCIAL INC +493,053 +15.4% 3,697,374
OLD MISSION CAPITAL LLC +474,995 +275.6% 647,334
Daiwa Securities Group Inc. +350,000 +50.7% 1,040,500
ENVESTNET ASSET MANAGEMENT INC +153,319 +34.4% 599,415
TRUIST FINANCIAL CORP +145,710 +40.8% 502,972
WELLS FARGO & COMPANY/MN +142,081 +5.4% 2,782,825
MORGAN STANLEY +104,843 +5.1% 2,165,758
UBS Group AG +100,746 +17.5% 676,784
CITADEL ADVISORS LLC +88,971 +155.7% 146,110
Trademark Financial Management, LLC +87,016 +329.9% 113,392
RAYMOND JAMES FINANCIAL INC +46,671 +13.2% 399,445
AlphaCore Capital LLC +43,860 +329.8% 57,157
Ashton Thomas Private Wealth, LLC +39,978 +36.9% 148,211
CIDEL ASSET MANAGEMENT INC +38,952 +6.3% 658,764
Mariner, LLC +35,839 +34.3% 140,179
Rollins Financial Advisors, LLC +34,600 +109.3% 66,246
OSAIC HOLDINGS, INC. +33,571 +6.3% 570,132
NewEdge Advisors, LLC +22,753 +41.8% 77,141
Parallel Advisors, LLC +22,430 +4495.0% 22,929
LPL Financial LLC +21,477 +1.3% 1,634,942
Biggest Decreases (20)
HolderReducedChange %Total Shares
Invesco Ltd. -843,215 -57.9% 613,565
CHARLES SCHWAB INVESTMENT MANAGEMEN -764,300 -3.3% 22,449,418
HighTower Advisors, LLC -81,065 -13.5% 517,258
Sanctuary Advisors, LLC -56,203 -82.4% 11,985
BANK OF AMERICA CORP /DE -27,559 -1.6% 1,659,271
CIBC WORLD MARKET INC. -27,421 -71.7% 10,845
Corient Private Wealth LP -21,683 -46.5% 24,907
Apeiron RIA LLC -15,778 -54.6% 13,137
Steward Partners Investment Advisor -15,219 -45.0% 18,618
Private Advisor Group, LLC -12,473 -28.8% 30,860
Orion Porfolio Solutions, LLC -10,651 -9.0% 108,254
Bank of New York Mellon Corp -8,273 -0.9% 939,735
Baird Financial Group, Inc. -7,313 -3.4% 207,554
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -6,792 -50.4% 6,674
SigFig Wealth Management, LLC -6,524 -5.8% 106,364
FOSTER & MOTLEY INC -5,551 -4.0% 132,000
Axiom Financial Strategies, LLC -4,957 -1.0% 507,955
Wealthfront Advisers LLC -3,826 -7.2% 49,252
Quantinno Capital Management LP -3,518 -11.4% 27,443
Accel Wealth Management -3,153 -8.8% 32,812

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms