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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
$33.48 -0.23 (-0.68%)
As of 03/31/2025 04:10 PM Eastern

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)
36
Total
Institutional Inflows
(last 12 months)
$22.07M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$136.99M
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PDN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Studio Investment Management LLC33,862$1.07M0.2%+2.4%0.218%
2/17/2025 Focus Partners Wealth12,839$406K0.0%N/A0.083%
2/17/2025 EP Wealth Advisors LLC6,021$190K0.0%N/A0.039%
2/17/2025 Captrust Financial Advisors96,607$3.06M0.0%-0.4%0.621%
2/17/2025 Bank of America Corp DE17,092$540K0.0%+39.4%0.110%
2/17/2025 Ameriprise Financial Inc.92,649$2.93M0.0%+4.9%0.596%
2/14/2025 Mercer Global Advisors Inc. ADV18,875$597K0.0%-3.2%0.121%
2/14/2025 Jane Street Group LLC18,386$581K0.0%-92.9%0.118%
2/14/2025 Susquehanna International Group LLP77,067$2.44M0.0%-71.6%0.496%
2/13/2025 Bessemer Group Inc.1,468$46K0.0%N/A0.009%
2/13/2025 Raymond James Financial Inc.7,482$237K0.0%N/A0.048%
2/13/2025 Invesco Ltd.502,933$15.90M0.0%+107.8%3.234%
2/13/2025 Bank of Montreal Can16,363$517K0.0%-73.7%0.105%
2/13/2025 Cerity Partners LLC8,874$281K0.0%-9.3%0.057%
2/13/2025 Envestnet Asset Management Inc.17,416$551K0.0%+2.5%0.112%
2/12/2025 CIBC Private Wealth Group LLC1,320$42K0.0%-58.5%0.008%
2/12/2025 L & S Advisors Inc24,409$772K0.1%+3.7%0.157%
2/11/2025 LPL Financial LLC15,239$482K0.0%-10.2%0.098%
2/10/2025 Commonwealth Equity Services LLC32,253$1.02M0.0%+3.5%0.207%
2/7/2025 HighTower Advisors LLC190,594$6.03M0.0%-0.5%1.226%
2/6/2025 Raymond James Financial Inc.7,482$237K0.0%N/A0.048%
2/6/2025 Charles Schwab Investment Management Inc.5,756,036$182.01M0.0%-4.7%37.016%
2/6/2025 Jones Financial Companies Lllp3,044$96K0.0%+71.5%0.020%
1/31/2025 Droms Strauss Advisors Inc. MO ADV114,232$3.61M1.2%+0.9%0.735%
1/31/2025 Cutler Investment Counsel LLC196,659$6.22M0.8%-17.7%1.265%
1/30/2025 Opes Wealth Management LLC203,816$6.45M1.3%+0.7%1.311%
1/30/2025 Allworth Financial LP3,606$117K0.0%-18.7%0.023%
1/23/2025 Wade Financial Advisory Inc47,713$1.51M0.5%+1.7%0.307%
1/23/2025 Asset Dedication LLC15,196$480K0.0%-5.5%0.098%
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%
11/15/2024 Jane Street Group LLC258,327$9.08M0.0%+142.0%1.661%
11/15/2024 HighTower Advisors LLC191,643$6.73M0.0%+0.5%1.232%
11/14/2024 Flow Traders U.S. LLC54,250$1.91M0.1%-58.9%0.349%
11/14/2024 Captrust Financial Advisors97,010$3.41M0.0%-16.4%0.624%
11/13/2024 FMR LLC7,315$257K0.0%+18.6%0.047%
11/13/2024 Bank of Montreal Can62,221$2.19M0.0%+62.7%0.400%
11/12/2024 Studio Investment Management LLC33,084$1.16M0.2%+6.5%0.213%
11/12/2024 Charles Schwab Investment Management Inc.6,038,612$212.26M0.0%-28.5%38.834%
11/12/2024 L & S Advisors Inc23,528$827K0.1%-2.5%0.151%
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11/6/2024 Cutler Investment Counsel LLC238,904$8.40M1.1%-25.5%1.536%
11/5/2024 Aptus Capital Advisors LLC1,951$69K0.0%+19.4%0.013%
11/1/2024 Klingman & Associates LLC23,721$834K0.1%-2.4%0.153%
11/1/2024 Beckerman 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%
8/16/2024 Northwestern Mutual Wealth Management Co.2,715$88K0.0%+74.4%0.017%
8/16/2024 Creative Planning27,068$875K0.0%+9.4%0.174%
8/16/2024 Susquehanna International Group LLP107,335$3.47M0.0%+90.3%0.690%
8/14/2024 Bank of Montreal Can38,250$1.27M0.0%-18.9%0.246%
8/13/2024 Merriman Wealth Management LLC124,309$4.02M0.2%-1.5%0.799%
8/12/2024 Mercer Global Advisors Inc. ADV19,223$621K0.0%+5.3%0.124%
8/10/2024 L & S Advisors Inc24,130$780K0.1%+2.1%0.155%
8/10/2024 Axxcess Wealth Management LLC15,063$487K0.0%N/A0.097%
8/8/2024 CoreCap Advisors LLC10,423$337K0.0%N/A0.067%
8/7/2024 Studio 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%
7/31/2024 Aptus Capital Advisors LLC1,634$53K0.0%N/A0.011%
7/31/2024 Commonwealth Equity Services LLC30,311$980K0.0%+5.6%0.195%
7/31/2024 Klingman & Associates LLC24,305$786K0.1%-6.5%0.156%
7/26/2024 Access 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%
7/22/2024 Colonial 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%
5/16/2024 Jane Street Group LLC202,948$6.67M0.0%-12.6%1.305%
5/15/2024 Flow Traders U.S. LLC284,678$9.36M0.5%-33.1%1.831%
5/9/2024 MB Generational Wealth LLC14,546$478K0.4%N/A0.094%
5/9/2024 Charles Schwab Investment Advisory Inc.8,812,855$289.77M0.4%-4.3%56.674%
5/6/2024 CFO4Life Group LLC6,237$205K0.0%N/A0.040%
4/30/2024 Commonwealth Equity Services LLC28,704$944K0.0%+83.9%0.185%
4/20/2024 KWB Wealth64,485$2.12M0.3%-3.4%0.415%
2/16/2024 Studio Investment Management LLC25,097$815K0.2%-17.5%0.144%
2/14/2024 CFS 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%
2/7/2024 Avantax 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%
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2/7/2024 Access Investment Management LLC6,600$214K0.1%N/A0.038%
2/7/2024 Principal Securities Inc.1,542$50K0.0%N/A0.009%
2/6/2024 Charles Schwab Investment Advisory Inc.9,210,962$299.17M0.4%+3.9%52.937%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,408$208K0.0%N/A0.037%
2/6/2024 First Horizon Advisors Inc.983$32K0.0%N/A0.006%
1/31/2024 Cutler 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%
(Data available from 1/1/2016 forward)

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PDN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDN shares?

During the previous two years, 76 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. ($182.01M), Invesco Ltd. ($15.90M), Opes Wealth Management LLC ($6.45M), Cutler Investment Counsel LLC ($6.22M), HighTower Advisors LLC ($6.03M), and Merriman Wealth Management LLC ($4.02M).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 61 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. ($344.21K), Invesco Ltd. ($260.86K), Flow Traders U.S. LLC ($208.49K), Jane Street Group LLC ($151.59K), Bank of Montreal Can ($109.86K), Susquehanna International Group LLP ($50.94K), and Dynamic Advisor Solutions LLC ($31.34K).

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 1,469,846 shares in the last 24 months. This purchase volume represents approximately $47.39M in transactions.

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

Of the 44 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. ($2.69M), Charles Schwab Investment Advisory Inc. ($1.75M), Jane Street Group LLC ($269.18K), Flow Traders U.S. LLC ($218.25K), Susquehanna International Group LLP ($194.71K), Cutler Investment Counsel LLC ($147.27K), and Richard P Slaughter Associates Inc ($74.14K).

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 5,647,530 shares in the last 24 months. This volume of shares sold represents approximately $187.13M in transactions.



This page (NYSEARCA:PDN) was last updated on 4/1/2025 by MarketBeat.com Staff
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