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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
$32.51 +0.58 (+1.82%)
As of 01/21/2025 04:10 PM Eastern
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)
34
Total
Institutional Inflows
(last 12 months)
$25.50M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$112.14M
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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
1/16/2025 Charles Schwab Trust Co32,115$1.02M0.1%-1.7%0.207%
1/14/2025 KWB Wealth62,980$1.99M0.2%+1.3%0.405%
11/15/2024Jane Street Group LLC258,327$9.08M0.0%+142.0%1.661%
11/15/2024HighTower Advisors LLC191,643$6.73M0.0%+0.5%1.232%
11/14/2024Flow Traders U.S. LLC54,250$1.91M0.1%-58.9%0.349%
11/14/2024Captrust Financial Advisors97,010$3.41M0.0%-16.4%0.624%
11/13/2024FMR LLC7,315$257K0.0%+18.6%0.047%
11/13/2024Bank of Montreal Can62,221$2.19M0.0%+62.7%0.400%
11/12/2024Studio Investment Management LLC33,084$1.16M0.2%+6.5%0.213%
11/12/2024Charles Schwab Investment Management Inc.6,038,612$212.26M0.0%-28.5%38.834%
11/12/2024L & S Advisors Inc23,528$827K0.1%-2.5%0.151%
11/6/2024Cutler Investment Counsel LLC238,904$8.40M1.1%-25.5%1.536%
11/5/2024Aptus Capital Advisors LLC1,951$69K0.0%+19.4%0.013%
11/1/2024Klingman & Associates LLC23,721$834K0.1%-2.4%0.153%
11/1/2024Beckerman Institutional LLC18,987$667K0.6%N/A0.122%
10/31/2024Droms Strauss Advisors Inc. MO ADV113,223$3.98M1.4%+1.0%0.728%
10/29/2024Opes Wealth Management LLC202,424$7.12M1.4%-0.7%1.302%
10/28/2024Wade Financial Advisory Inc46,928$1.65M0.6%-2.7%0.302%
10/28/2024US Bancorp DE1,371$48K0.0%N/A0.009%
10/24/2024 Wealth Enhancement Advisory Services LLC7,263$255K0.0%+13.4%0.047%
10/23/2024Allworth Financial LP4,438$156K0.0%-36.1%0.029%
10/22/2024Sequoia Financial Advisors LLC13,804$485K0.0%+21.5%0.089%
10/16/2024Sensible Money LLC12,499$439K0.2%-26.6%0.080%
10/16/2024Asset Dedication LLC16,080$565K0.0%-23.7%0.103%
10/11/2024Creative Planning36,201$1.27M0.0%+33.7%0.233%
10/8/2024Williams & Novak LLC13,560$477K0.4%-30.0%0.087%
10/7/2024 KWB Wealth62,142$2.01M0.3%+0.8%0.400%
9/18/2024Sensible Money LLC17,035$551K0.3%-5.9%0.110%
8/16/2024Northwestern Mutual Wealth Management Co.2,715$88K0.0%+74.4%0.017%
8/16/2024Creative 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%
8/6/2024Asset Dedication LLC21,076$681K0.0%N/A0.136%
8/6/2024Opes Wealth Management LLC203,904$6.59M1.4%-0.5%1.311%
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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%
7/25/2024Wade 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%
7/15/2024Dynamic Advisor Solutions LLC20,194$653K0.0%-5.3%0.130%
7/12/2024Williams & Novak LLC19,375$626K0.6%-8.9%0.125%
7/10/2024CWM 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%
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%
2/9/2024Wade 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%
2/7/2024JFS Wealth Advisors LLC10,958$356K0.0%-4.7%0.063%
2/7/2024Access Investment Management LLC6,600$214K0.1%N/A0.038%
2/7/2024Principal 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%
1/31/2024Opes Wealth Management LLC206,649$6.71M1.6%-3.7%1.188%
1/29/2024 Clarius Group LLC12,211$397K0.0%-19.7%0.070%
1/26/2024Williams & Novak LLC21,278$691K0.8%N/A0.122%
1/26/2024Sequoia Financial Advisors LLC11,635$378K0.0%N/A0.067%
1/24/2024Allworth 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%
1/11/2024Droms Strauss Advisors Inc. MO ADV111,363$3.62M1.4%+1.9%0.640%
1/11/2024Dynamic 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%
11/2/2023JFS Wealth Advisors LLC11,496$340K0.0%-5.4%0.066%
10/31/2023Allworth Financial LP11,342$335K0.0%-14.7%0.065%
10/30/2023Klingman & Associates LLC26,305$777K0.1%+4.0%0.151%
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10/25/2023Cutler Investment Counsel LLC279,783$8.27M1.3%+2.8%1.608%
10/24/2023Droms 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%
10/11/2023Wade Financial Advisory Inc90,825$2.68M1.1%-2.4%0.522%
10/11/2023Dynamic Advisor Solutions LLC31,335$926K0.0%+1.3%0.180%
10/11/2023 KWB Wealth68,013$2.10M0.3%-2.6%0.391%
(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, 72 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), Charles Schwab Investment Management Inc. ($212.26M), Invesco Ltd. ($34.07M), Jane Street Group LLC ($9.08M), Cutler Investment Counsel LLC ($8.40M), Opes Wealth Management LLC ($7.12M), and HighTower Advisors LLC ($6.73M).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 54 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), Jane Street Group LLC ($151.59K), HighTower Advisors LLC ($123.87K), Bank of Montreal Can ($111.73K), and Susquehanna International Group LLP ($50.94K).

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 2,330,435 shares in the last 24 months. This purchase volume represents approximately $72.26M in transactions.

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

Of the 43 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 Management Inc. ($2.41M), Charles Schwab Investment Advisory Inc. ($1.75M), Flow Traders U.S. LLC ($218.25K), Cutler Investment Counsel LLC ($109.71K), Richard P Slaughter Associates Inc ($74.14K), Opes Wealth Management LLC ($39.08K), and Invesco Ltd. ($38.75K).

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 4,924,879 shares in the last 24 months. This volume of shares sold represents approximately $164.10M in transactions.


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This page (NYSEARCA:PDN) was last updated on 1/22/2025 by MarketBeat.com Staff
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