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

Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF logo
$41.51 -0.19 (-0.46%)
Closing price 09/12/2025 04:10 PM Eastern
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$41.50 0.00 (-0.01%)
As of 09/12/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$27.47M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$253.63M
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Skip Chart & View Institutional Buying and Selling Data

PDN Institutional Buying and Selling by Quarter

Invesco 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
9/4/2025 Osaic Holdings Inc.4,264$166K0.0%-25.9%0.046%
8/19/2025 Asset Dedication LLC14,348$558K0.0%-3.8%0.156%
8/15/2025 Captrust Financial Advisors110,868$4.32M0.0%+2.0%1.205%
8/15/2025 Modern Wealth Management LLC39,687$1.55M0.0%-11.8%0.431%
8/15/2025 EP Wealth Advisors LLC5,737$223K0.0%-4.9%0.062%
8/15/2025 Bank of America Corp DE16,796$654K0.0%-6.8%0.183%
8/15/2025 Ameriprise Financial Inc.98,654$3.84M0.0%+4.8%1.072%
8/14/2025 Jane Street Group LLC106,036$4.13M0.0%+234.6%1.153%
8/13/2025 Invesco Ltd.245,027$9.54M0.0%-46.9%2.663%
8/13/2025 Northwestern Mutual Wealth Management Co.7,835$305K0.0%+3.3%0.085%
8/12/2025 Charles Schwab Investment Management Inc.2,613,037$101.69M0.0%-52.6%28.403%
8/12/2025 AlphaCore Capital LLC17,176$668K0.0%+5,722.4%0.187%
8/12/2025 MAI Capital Management2,568$100K0.0%-47.3%0.028%
8/12/2025 JPMorgan Chase & Co.687$27K0.0%-86.0%0.007%
8/11/2025 Bell Investment Advisors Inc2,323$90K0.0%+69.8%0.025%
8/8/2025 Creative Planning27,747$1.08M0.0%-10.4%0.302%
8/8/2025 L & S Advisors Inc27,977$1.09M0.1%+10.2%0.304%
8/5/2025 Beckerman Institutional LLC19,476$758K0.5%-3.3%0.212%
8/5/2025 Access Investment Management LLC4,675$182K0.1%N/A0.051%
8/5/2025 Bank of Montreal Can3,533$137K0.0%-78.9%0.038%
8/1/2025 Envestnet Asset Management Inc.15,346$597K0.0%-9.5%0.167%
7/30/2025 Studio Investment Management LLC32,575$1.27M0.3%-1.7%0.354%
7/28/2025 Cutler Investment Counsel LLC115,253$4.49M0.5%-15.3%1.253%
7/24/2025 Williams & Novak LLC13,090$509K0.4%-8.6%0.142%
7/24/2025 JFS Wealth Advisors LLC8,752$341K0.0%-3.1%0.095%
7/24/2025 IFP Advisors Inc3,963$154K0.0%+19.8%0.043%
7/21/2025 Ameritas Advisory Services LLC693$27K0.0%N/A0.008%
7/17/2025 KWB Wealth51,289$2.00M0.2%-9.1%0.557%
7/17/2025 Charles Schwab Trust Co30,654$1.19M0.1%-3.3%0.333%
7/15/2025 Droms Strauss Advisors Inc. MO ADV108,654$4.23M1.3%-1.5%1.181%
6/2/2025 Modern Wealth Management LLC44,988$1.51M0.0%N/A0.474%
5/20/2025Focus Partners Wealth13,177$441K0.0%+2.6%0.142%
5/19/2025Jane Street Group LLC31,691$1.06M0.0%+72.4%0.341%
5/16/2025Jones Financial Companies Lllp33,552$1.12M0.0%+1,002.2%0.361%
5/15/2025Royal Bank of Canada45,158$1.51M0.0%+26.1%0.486%
5/14/2025Northwestern Mutual Wealth Management Co.7,585$254K0.0%+26.8%0.082%
5/14/2025Flow Traders U.S. LLC56,879$1.90M0.1%N/A0.612%
5/14/2025Sensible Money LLC12,217$409K0.2%-2.3%0.131%
5/13/2025HighTower Advisors LLC187,329$6.27M0.0%-1.7%2.014%
5/12/2025Invesco Ltd.461,670$15.46M0.0%-8.2%4.964%
5/9/2025Charles Schwab Investment Management Inc.5,510,044$184.46M0.0%-4.3%59.248%
5/9/2025Wade Financial Advisory Inc45,889$1.54M0.5%-3.8%0.493%
5/9/2025L & S Advisors Inc25,392$850K0.1%+4.0%0.273%
5/8/2025Cutler Investment Counsel LLC136,003$4.55M0.5%-30.8%1.462%
5/6/2025Opes Wealth Management LLC199,681$6.69M1.3%-2.0%1.692%
5/5/2025IFP Advisors Inc3,308$111K0.0%+6,261.5%0.028%
5/5/2025Beckerman Institutional LLC20,147$674K0.5%+7.3%0.171%
5/2/2025Droms Strauss Advisors Inc. MO ADV110,364$3.70M1.3%-3.4%0.935%
5/1/2025Westmount Partners LLC11,296$378K0.1%N/A0.096%
4/30/2025Cerity Partners LLC7,724$259K0.0%-13.0%0.065%
4/29/2025Envestnet Asset Management Inc.16,954$568K0.0%-2.7%0.144%
4/22/2025JFS Wealth Advisors LLC9,036$302K0.0%-11.2%0.077%
4/10/2025Charles Schwab Trust Co31,712$1.06M0.1%-1.3%0.269%
4/10/2025KWB Wealth56,415$1.78M0.2%-10.4%0.478%
2/17/2025Studio Investment Management LLC33,862$1.07M0.2%+2.4%0.218%
2/17/2025Focus Partners Wealth12,839$406K0.0%N/A0.083%
2/17/2025EP Wealth Advisors LLC6,021$190K0.0%N/A0.039%
2/17/2025Captrust Financial Advisors96,607$3.06M0.0%-0.4%0.621%
2/17/2025Bank of America Corp DE17,092$540K0.0%+39.4%0.110%
2/17/2025Ameriprise Financial Inc.92,649$2.93M0.0%+4.9%0.596%
2/14/2025Mercer Global Advisors Inc. ADV18,875$597K0.0%-3.2%0.121%
2/14/2025Jane Street Group LLC18,386$581K0.0%-92.9%0.118%
2/14/2025Susquehanna International Group LLP77,067$2.44M0.0%-71.6%0.496%
2/13/2025Bessemer Group Inc.1,468$46K0.0%N/A0.009%
2/13/2025Raymond James Financial Inc.7,482$237K0.0%N/A0.048%
2/13/2025Invesco Ltd.502,933$15.90M0.0%+107.8%3.234%
2/13/2025Bank of Montreal Can16,363$517K0.0%-73.7%0.105%
2/13/2025Cerity Partners LLC8,874$281K0.0%-9.3%0.057%
2/13/2025Envestnet Asset Management Inc.17,416$551K0.0%+2.5%0.112%
2/12/2025CIBC Private Wealth Group LLC1,320$42K0.0%-58.5%0.008%
2/12/2025L & S Advisors Inc24,409$772K0.1%+3.7%0.157%
2/11/2025LPL Financial LLC15,239$482K0.0%-10.2%0.098%
2/10/2025Commonwealth Equity Services LLC32,253$1.02M0.0%+3.5%0.207%
2/7/2025HighTower Advisors LLC190,594$6.03M0.0%-0.5%1.226%
2/6/2025Raymond James Financial Inc.7,482$237K0.0%N/A0.048%
2/6/2025Charles Schwab Investment Management Inc.5,756,036$182.01M0.0%-4.7%37.016%
2/6/2025Jones Financial Companies Lllp3,044$96K0.0%+71.5%0.020%
1/31/2025Droms Strauss Advisors Inc. MO ADV114,232$3.61M1.2%+0.9%0.735%
1/31/2025Cutler Investment Counsel LLC196,659$6.22M0.8%-17.7%1.265%
1/30/2025Opes Wealth Management LLC203,816$6.45M1.3%+0.7%1.311%
1/30/2025Allworth Financial LP3,606$117K0.0%-18.7%0.023%
1/23/2025Wade Financial Advisory Inc47,713$1.51M0.5%+1.7%0.307%
1/23/2025Asset Dedication LLC15,196$480K0.0%-5.5%0.098%
1/16/2025Charles Schwab Trust Co32,115$1.02M0.1%-1.7%0.207%
1/14/2025KWB 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%
(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, 76 institutional investors and hedge funds held shares of Invesco 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. ($101.69M), Invesco Ltd. ($9.54M), Opes Wealth Management LLC ($6.69M), HighTower Advisors LLC ($6.27M), Cutler Investment Counsel LLC ($4.49M), and Captrust Financial Advisors ($4.32M).Learn more on Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF's institutional investors.

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

Of the 61 institutional investors that purchased Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF's 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), Jane Street Group LLC ($239.24K), Flow Traders U.S. LLC ($56.88K), Susquehanna International Group LLP ($50.94K), Modern Wealth Management LLC ($44.99K), and Jones Financial Companies Lllp ($31.78K).

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

Institutional investors have bought a total of 809,806 shares in the last 24 months. This purchase volume represents approximately $27.47M in transactions.

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

Of the 35 institutional investors that sold Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($5.83M), Invesco Ltd. ($257.91K), Jane Street Group LLC ($239.94K), Cutler Investment Counsel LLC ($205.53K), Susquehanna International Group LLP ($194.71K), Flow Traders U.S. LLC ($77.60K), and Bank of Montreal Can ($59.05K).

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

Institutional investors have sold a total of 6,974,086 shares in the last 24 months. This volume of shares sold represents approximately $253.63M in transactions.


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This page (NYSEARCA:PDN) was last updated on 9/15/2025 by MarketBeat.com Staff
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