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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
$39.05 +0.08 (+0.21%)
Closing price 04:10 PM Eastern
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$39.03 -0.02 (-0.05%)
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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)
38
Total
Institutional Inflows
(last 12 months)
$26.77M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$130.60M
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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
6/2/2025Modern 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%
5/1/2025 Westmount 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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

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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%
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%
10/7/2024KWB 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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
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%
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%
7/15/2024 Dynamic Advisor Solutions LLC20,194$653K0.0%-5.3%0.130%
(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. ($184.46M), Invesco Ltd. ($15.46M), Opes Wealth Management LLC ($6.69M), HighTower Advisors LLC ($6.27M), Cutler Investment Counsel LLC ($4.55M), and Merriman Wealth Management LLC ($4.02M).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 ($164.89K), Flow Traders U.S. LLC ($125.76K), Bank of Montreal Can ($109.86K), Susquehanna International Group LLP ($50.94K), and Modern Wealth Management LLC ($44.99K).

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

Institutional investors have bought a total of 809,930 shares in the last 24 months. This purchase volume represents approximately $26.77M in transactions.

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

Of the 29 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. ($2.94M), Jane Street Group LLC ($239.94K), Susquehanna International Group LLP ($194.71K), Cutler Investment Counsel LLC ($184.78K), Flow Traders U.S. LLC ($77.60K), Bank of Montreal Can ($54.76K), and Invesco Ltd. ($41.26K).

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

Institutional investors have sold a total of 3,816,700 shares in the last 24 months. This volume of shares sold represents approximately $130.60M in transactions.


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This page (NYSEARCA:PDN) was last updated on 7/14/2025 by MarketBeat.com Staff
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