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Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Institutional Ownership

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF logo
$32.84
-0.07 (-0.21%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$19.44M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$29.17M
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PDN Institutional Buying and Selling by Quarter

Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Klingman & Associates LLC23,721$834K0.1%-2.4%0.153%
11/1/2024Beckerman Institutional LLC18,987$667K0.6%N/A0.122%
10/31/2024 Droms Strauss Advisors Inc. MO ADV113,223$3.98M1.4%+1.0%0.728%
10/29/2024 Opes Wealth Management LLC202,424$7.12M1.4%-0.7%1.302%
10/28/2024 Wade Financial Advisory Inc46,928$1.65M0.6%-2.7%0.302%
10/28/2024 US Bancorp DE1,371$48K0.0%N/A0.009%
10/24/2024 Wealth Enhancement Advisory Services LLC7,263$255K0.0%+13.4%0.047%
10/23/2024 Allworth Financial LP4,438$156K0.0%-36.1%0.029%
10/22/2024 Sequoia Financial Advisors LLC13,804$485K0.0%+21.5%0.089%
10/16/2024 Sensible Money LLC12,499$439K0.2%-26.6%0.080%
10/16/2024 Asset Dedication LLC16,080$565K0.0%-23.7%0.103%
10/11/2024 Creative Planning36,201$1.27M0.0%+33.7%0.233%
10/8/2024 Williams & Novak LLC13,560$477K0.4%-30.0%0.087%
10/7/2024 KWB Wealth62,142$2.01M0.3%+0.8%0.400%
9/18/2024 Sensible Money LLC17,035$551K0.3%-5.9%0.110%
8/16/2024Northwestern Mutual Wealth Management Co.2,715$88K0.0%+74.4%0.017%
8/16/2024 Creative Planning27,068$875K0.0%+9.4%0.174%
8/16/2024Susquehanna International Group LLP107,335$3.47M0.0%+90.3%0.690%
8/14/2024Bank of Montreal Can38,250$1.27M0.0%-18.9%0.246%
8/13/2024Merriman Wealth Management LLC124,309$4.02M0.2%-1.5%0.799%
8/12/2024Mercer Global Advisors Inc. ADV19,223$621K0.0%+5.3%0.124%
8/10/2024L & S Advisors Inc24,130$780K0.1%+2.1%0.155%
8/10/2024Axxcess Wealth Management LLC15,063$487K0.0%N/A0.097%
8/8/2024CoreCap Advisors LLC10,423$337K0.0%N/A0.067%
8/7/2024Studio Investment Management LLC31,069$1.00M0.2%+5.3%0.200%
8/6/2024 Asset Dedication LLC21,076$681K0.0%N/A0.136%
8/6/2024 Opes Wealth Management LLC203,904$6.59M1.4%-0.5%1.311%
7/31/2024Aptus Capital Advisors LLC1,634$53K0.0%N/A0.011%
7/31/2024Commonwealth Equity Services LLC30,311$980K0.0%+5.6%0.195%
7/31/2024Klingman & Associates LLC24,305$786K0.1%-6.5%0.156%
7/26/2024Access Investment Management LLC4,675$151K0.0%-29.2%0.030%
7/25/2024 Wade Financial Advisory Inc48,206$1.56M0.6%-8.7%0.310%
7/22/2024Colonial River Wealth Management LLC15,099$488K0.3%+4.0%0.097%
7/15/2024 Dynamic Advisor Solutions LLC20,194$653K0.0%-5.3%0.130%
7/12/2024 Williams & Novak LLC19,375$626K0.6%-8.9%0.125%
7/10/2024 CWM LLC2,344$76K0.0%+19.3%0.015%
5/16/2024Jane Street Group LLC202,948$6.67M0.0%-12.6%1.305%
5/15/2024Flow Traders U.S. LLC284,678$9.36M0.5%-33.1%1.831%
5/9/2024MB Generational Wealth LLC14,546$478K0.4%N/A0.094%
5/9/2024Charles Schwab Investment Advisory Inc.8,812,855$289.77M0.4%-4.3%56.674%
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5/6/2024CFO4Life Group LLC6,237$205K0.0%N/A0.040%
4/30/2024Commonwealth Equity Services LLC28,704$944K0.0%+83.9%0.185%
4/20/2024 KWB Wealth64,485$2.12M0.3%-3.4%0.415%
2/16/2024Studio Investment Management LLC25,097$815K0.2%-17.5%0.144%
2/14/2024CFS Investment Advisory Services LLC10,932$355K0.1%-16.1%0.063%
2/9/2024 Wade Financial Advisory Inc85,345$2.77M1.0%-6.0%0.490%
2/7/2024Avantax Advisory Services Inc.9,247$300K0.0%+3.9%0.053%
2/7/2024 JFS Wealth Advisors LLC10,958$356K0.0%-4.7%0.063%
2/7/2024Access Investment Management LLC6,600$214K0.1%N/A0.038%
2/7/2024 Principal Securities Inc.1,542$50K0.0%N/A0.009%
2/6/2024Charles Schwab Investment Advisory Inc.9,210,962$299.17M0.4%+3.9%52.937%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,408$208K0.0%N/A0.037%
2/6/2024First Horizon Advisors Inc.983$32K0.0%N/A0.006%
1/31/2024Cutler Investment Counsel LLC292,524$9.50M1.4%+4.6%1.681%
1/31/2024 Opes Wealth Management LLC206,649$6.71M1.6%-3.7%1.188%
1/29/2024 Clarius Group LLC12,211$397K0.0%-19.7%0.070%
1/26/2024 Williams & Novak LLC21,278$691K0.8%N/A0.122%
1/26/2024 Sequoia Financial Advisors LLC11,635$378K0.0%N/A0.067%
1/24/2024 Allworth Financial LP8,545$278K0.0%-24.7%0.049%
1/23/2024Private Ocean LLC4,512$147K0.0%N/A0.026%
1/18/2024Blue Trust Inc.1,849$55K0.0%N/A0.011%
1/16/2024Raymond James Financial Services Advisors Inc.7,756$252K0.0%-8.8%0.045%
1/16/2024Wealthsource Partners LLC36,977$1.20M0.1%-3.7%0.213%
1/11/2024 Droms Strauss Advisors Inc. MO ADV111,363$3.62M1.4%+1.9%0.640%
1/11/2024 Dynamic Advisor Solutions LLC21,462$681K0.0%-31.5%0.123%
1/11/2024 KWB Wealth66,781$2.17M0.3%-1.8%0.384%
1/10/2024 Quad Cities Investment Group LLC6,689$215K0.1%-15.7%0.038%
1/10/2024 Charles Schwab Trust Co32,806$1.07M0.1%-11.0%0.189%
11/16/2023Studio Investment Management LLC30,406$898K0.3%+5.3%0.175%
11/13/2023Invesco Ltd.1,153,437$34.07M0.0%-3.3%6.629%
11/8/2023Bell Investment Advisors Inc1,869$55K0.0%-24.9%0.011%
11/8/2023HighTower Advisors LLC180,991$5.35M0.0%+1.5%1.040%
11/8/2023Charles Schwab Investment Advisory Inc.8,866,756$261.92M0.4%-2.3%50.958%
11/3/2023Larson Financial Group LLC1,748$52K0.0%+358.8%0.010%
11/2/2023 JFS Wealth Advisors LLC11,496$340K0.0%-5.4%0.066%
10/31/2023 Allworth Financial LP11,342$335K0.0%-14.7%0.065%
10/30/2023Klingman & Associates LLC26,305$777K0.1%+4.0%0.151%
10/25/2023Cutler Investment Counsel LLC279,783$8.27M1.3%+2.8%1.608%
10/24/2023 Droms Strauss Advisors Inc. MO ADV109,307$3.23M1.4%+1.0%0.628%
10/24/2023Raymond James Financial Services Advisors Inc.8,508$251K0.0%-7.0%0.049%
10/23/2023Commonwealth Equity Services LLC20,831$615K0.0%-7.5%0.120%
10/20/2023 Charles Schwab Trust Co36,858$1.09M0.1%+10.8%0.212%
10/19/2023 Clarius Group LLC15,207$449K0.0%+32.4%0.087%
10/17/2023 Alhambra Investment Partners LLC64,340$1.90M1.3%+3.5%0.370%
10/11/2023 Wade Financial Advisory Inc90,825$2.68M1.1%-2.4%0.522%
10/11/2023 Dynamic Advisor Solutions LLC31,335$926K0.0%+1.3%0.180%
10/11/2023 KWB Wealth68,013$2.10M0.3%-2.6%0.391%
10/5/2023 Quad Cities Investment Group LLC7,939$235K0.2%-48.4%0.046%
8/11/2023Smith Moore & CO.22,474$692K0.1%-1.7%0.129%
8/10/2023 Wade Financial Advisory Inc93,027$2.87M1.1%-2.0%0.535%
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8/10/2023Cetera Investment Advisers12,947$399K0.0%+3.0%0.074%
8/10/2023Charles Schwab Investment Advisory Inc.9,077,625$279.59M0.4%-3.5%52.170%
8/9/2023Flow Traders U.S. LLC378,031$11.64M0.5%+22.3%2.173%
8/8/2023Colonial River Wealth Management LLC9,538$294K0.2%-23.7%0.055%
8/4/2023Envestnet Asset Management Inc.68,762$2.12M0.0%-10.0%0.395%
8/3/2023 Dynamic Advisor Solutions LLC30,945$953K0.0%N/A0.178%
8/3/2023 Northwest Capital Management Inc1,643$51K0.0%N/A0.009%
8/3/2023 CWM LLC1,768$54K0.0%+1,314.4%0.010%
8/3/2023 Opes Wealth Management LLC214,660$6.61M1.9%-1.7%1.234%
8/2/2023Bank of Montreal Can85,884$2.73M0.0%N/A0.494%
(Data available from 1/1/2016 forward)

PDN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDN shares?

During the previous two years, 71 institutional investors and hedge funds held shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($289.77M), Invesco Ltd. ($34.07M), Cutler Investment Counsel LLC ($9.50M), Flow Traders U.S. LLC ($9.36M), Opes Wealth Management LLC ($7.12M), Jane Street Group LLC ($6.67M), and HighTower Advisors LLC ($5.35M).Learn more on PDN's institutional investors.

Which institutional investors have been buying Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF stock?

Of the 56 institutional investors that purchased Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($1.01M), Flow Traders U.S. LLC ($364.43K), Merriman Wealth Management LLC ($155.17K), HighTower Advisors LLC ($122.97K), Bank of Montreal Can ($87.76K), Susquehanna International Group LLP ($50.94K), and Wade Financial Advisory Inc ($39.71K).

How much institutional buying is happening at Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF?

Institutional investors have bought a total of 2,248,314 shares in the last 24 months. This purchase volume represents approximately $68.61M in transactions.

Which Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($1.75M), Flow Traders U.S. LLC ($180.37K), Richard P Slaughter Associates Inc ($89.61K), Allworth Financial LP ($84.72K), Opes Wealth Management LLC ($39.08K), Invesco Ltd. ($38.75K), and Cutler Investment Counsel LLC ($29.54K).

How much institutional selling is happening at Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF?

Institutional investors have sold a total of 2,490,773 shares in the last 24 months. This volume of shares sold represents approximately $77.38M in transactions.


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This page (NYSEARCA:PDN) was last updated on 11/2/2024 by MarketBeat.com Staff
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