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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
$45.06 +0.28 (+0.63%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
35
Total
Institutional Inflows
(last 12 months)
$20.60M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$147.87M
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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
7/10/2026 JFS Wealth Advisors LLC10,165$457K0.0%+25.1%0.131%
7/10/2026 Charles Schwab Trust Co28,050$1.26M0.1%-2.8%0.362%
7/10/2026 KWB Wealth45,663$2.05M0.2%-8.7%0.589%
6/9/2026 Robinswood Financial LLC84,289$3.66M4.6%N/A1.003%
5/29/2026Asset Dedication LLC14,718$638K0.0%-3.5%0.175%
5/19/2026Bank of America Corp DE11,961$519K0.0%-15.6%0.142%
5/18/2026Royal Bank of Canada23,608$1.02M0.0%-7.2%0.281%
5/13/2026Cetera Investment Advisers15,246$661K0.0%+2.9%0.182%
5/8/2026 Cutler Investment Counsel LLC98,035$4.25M0.4%-5.8%1.167%
5/1/2026Summit Financial Strategies Inc.6,544$284K0.0%-17.7%0.078%
5/1/2026Droms Strauss Advisors Inc. MO ADV100,709$4.37M1.1%-6.3%1.199%
2/19/2026Invesco Ltd.364,163$15.36M0.0%+6.8%4.310%
2/18/2026Mercer Global Advisors Inc. ADV21,369$901K0.0%+25.0%0.253%
2/18/2026Crusonia Wealth Advisors LLC37,025$1.56M0.3%N/A0.438%
2/17/2026Captrust Financial Advisors106,385$4.49M0.0%-3.9%1.259%
2/17/2026Royal Bank of Canada25,453$1.07M0.0%-22.9%0.301%
2/16/2026Focus Partners Wealth76,631$3.23M0.0%-57.9%0.907%
2/13/2026Kestra Advisory Services LLC704$30K0.0%N/A0.008%
2/13/2026Charles Schwab Investment Management Inc.2,188,791$92.34M0.0%-6.6%25.903%
2/13/2026Wells Fargo & Company MN30,381$1.28M0.0%+2.8%0.360%
2/12/2026Jane Street Group LLC26,228$1.11M0.0%+18.1%0.310%
2/12/2026Orion Porfolio Solutions LLC7,414$313K0.0%N/A0.088%
2/12/2026Commonwealth Equity Services LLC17,631$744K0.0%-2.6%0.209%
2/12/2026CIBC Private Wealth Group LLC2,191$92K0.0%-21.6%0.026%
2/12/2026Bank of Montreal Can1,658$70K0.0%-43.7%0.020%
2/12/2026 Cutler Investment Counsel LLC104,096$4.39M0.5%-6.7%1.232%
2/11/2026LPL Financial LLC27,169$1.15M0.0%-85.8%0.322%
2/10/2026Cibc World Market Inc.28,045$1.18M0.0%+3.5%0.332%
2/10/2026Northwestern Mutual Wealth Management Co.8,715$368K0.0%+7.5%0.103%
2/6/2026HighTower Advisors LLC184,586$7.79M0.0%-0.3%2.184%
2/5/2026Allworth Financial LP1,873$79K0.0%-36.8%0.022%
2/2/2026Truist Financial Corp4,746$200K0.0%N/A0.056%
2/2/2026Opes Wealth Management LLC197,811$8.35M1.4%-0.1%2.341%
1/23/2026 Farther Finance Advisors LLC1,256$53K0.0%+374.0%0.015%
1/23/2026Smith Moore & CO.21,934$925K0.1%+2.1%0.260%
1/22/2026Elm3 Financial Group LLC8,214$347K0.3%+16.0%0.097%
12/9/2025Painted Porch Advisors LLC1,023$42K0.0%N/A0.012%
12/2/2025Allworth Financial LP2,963$122K0.0%-12.6%0.033%
12/2/2025 IFP Advisors Inc4,237$174K0.0%+6.9%0.048%
11/24/2025Opes Wealth Management LLC198,076$8.14M1.4%-0.8%2.238%
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11/24/2025CIBC Private Wealth Group LLC2,793$115K0.0%+16.4%0.032%
11/21/2025Bell Investment Advisors Inc1,680$69K0.0%-27.7%0.019%
11/20/2025Asset Dedication LLC15,199$625K0.0%+5.9%0.172%
11/17/2025Susquehanna International Group LLP160,245$6.59M0.0%+76.4%1.811%
11/17/2025Northwestern Mutual Wealth Management Co.8,110$333K0.0%+3.5%0.092%
11/17/2025Mariner LLC13,373$550K0.0%+14.4%0.151%
11/17/2025Larson Financial Group LLC2,568$106K0.0%+13.8%0.029%
11/17/2025Focus Partners Wealth181,879$7.48M0.0%-5.8%2.055%
11/17/2025Citadel Advisors LLC67,912$2.79M0.0%-54.3%0.767%
11/17/2025Bank of America Corp DE14,015$576K0.0%-16.6%0.158%
11/17/2025Ameriprise Financial Inc.102,621$4.22M0.0%+4.0%1.160%
11/14/2025Creative Planning28,041$1.15M0.0%+1.1%0.317%
11/14/2025Raymond James Financial Inc.7,874$324K0.0%+10.6%0.089%
11/14/2025Scotia Capital Inc.21,784$896K0.0%N/A0.246%
11/13/2025Invesco Ltd.340,886$14.01M0.0%+39.1%3.852%
11/13/2025Modern Wealth Management LLC46,734$1.92M0.0%-0.5%0.528%
11/7/2025L & S Advisors Inc29,659$1.22M0.1%+6.0%0.335%
11/7/2025Studio Investment Management LLC31,257$1.29M0.2%-4.0%0.353%
11/7/2025HighTower Advisors LLC185,076$7.61M0.0%-0.3%2.091%
11/6/2025Cibc World Market Inc.27,092$1.11M0.0%+2.1%0.306%
11/6/2025MB Generational Wealth LLC8,250$339K0.2%N/A0.093%
11/6/2025Beckerman Institutional LLC17,399$715K0.4%-10.7%0.197%
11/4/2025Droms Strauss Advisors Inc. MO ADV107,476$4.42M1.3%-1.1%1.214%
11/4/2025 Cutler Investment Counsel LLC111,615$4.59M0.5%-3.2%1.261%
10/30/2025 Williams & Novak LLC10,855$446K0.3%-17.1%0.123%
10/29/2025Root Financial Partners LLC793$33K0.0%N/A0.009%
10/29/2025 Wealth Enhancement Advisory Services LLC4,940$203K0.0%N/A0.056%
10/27/2025Klingman & Associates LLC21,342$877K0.0%-10.0%0.241%
10/22/2025 CoreCap Advisors LLC11,439$470K0.0%-4.3%0.129%
10/21/2025Elm3 Financial Group LLC7,084$291K0.2%N/A0.080%
10/10/2025 Charles Schwab Trust Co30,313$1.25M0.1%-1.1%0.343%
10/8/2025 KWB Wealth50,619$1.97M0.2%-1.3%0.572%
9/4/2025Osaic Holdings Inc.4,264$166K0.0%-25.9%0.046%
8/19/2025Asset Dedication LLC14,348$558K0.0%-3.8%0.156%
8/15/2025Captrust Financial Advisors110,868$4.32M0.0%+2.0%1.205%
8/15/2025Modern Wealth Management LLC39,687$1.55M0.0%-11.8%0.431%
8/15/2025EP Wealth Advisors LLC5,737$223K0.0%-4.9%0.062%
8/15/2025Bank of America Corp DE16,796$654K0.0%-6.8%0.183%
8/15/2025Ameriprise Financial Inc.98,654$3.84M0.0%+4.8%1.072%
8/14/2025Jane Street Group LLC106,036$4.13M0.0%+234.6%1.153%
8/13/2025Invesco Ltd.245,027$9.54M0.0%-46.9%2.663%
8/13/2025Northwestern Mutual Wealth Management Co.7,835$305K0.0%+3.3%0.085%
8/12/2025Charles Schwab Investment Management Inc.2,613,037$101.69M0.0%-52.6%28.403%
8/12/2025AlphaCore Capital LLC17,176$668K0.0%+5,722.4%0.187%
8/12/2025MAI Capital Management2,568$100K0.0%-47.3%0.028%
8/12/2025JPMorgan Chase & Co.687$27K0.0%-86.0%0.007%
8/11/2025Bell Investment Advisors Inc2,323$90K0.0%+69.8%0.025%
8/8/2025Creative Planning27,747$1.08M0.0%-10.4%0.302%
8/8/2025L & S Advisors Inc27,977$1.09M0.1%+10.2%0.304%
8/5/2025Beckerman Institutional LLC19,476$758K0.5%-3.3%0.212%
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8/5/2025Access Investment Management LLC4,675$182K0.1%N/A0.051%
8/5/2025Bank of Montreal Can3,533$137K0.0%-78.9%0.038%
8/1/2025Envestnet Asset Management Inc.15,346$597K0.0%-9.5%0.167%
7/30/2025Studio 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%
7/21/2025Ameritas Advisory Services LLC693$27K0.0%N/A0.008%
7/17/2025 KWB Wealth51,289$2.00M0.2%-9.1%0.557%


PDN Institutional Ownership - Frequently Asked Questions

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 Management Inc. ($92.34M), Invesco Ltd. ($15.36M), Opes Wealth Management LLC ($8.35M), HighTower Advisors LLC ($7.79M), Susquehanna International Group LLP ($6.59M), Captrust Financial Advisors ($4.49M), and Droms Strauss Advisors Inc. MO ADV ($4.37M).Learn more on Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF's institutional investors.

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: Invesco Ltd. ($380.00K), Jane Street Group LLC ($243.25K), Susquehanna International Group LLP ($120.35K), Robinswood Financial LLC ($84.29K), Flow Traders U.S. LLC ($56.88K), Modern Wealth Management LLC ($44.99K), and Crusonia Wealth Advisors LLC ($37.03K).

Institutional investors have bought a total of 499,742 shares in the last 24 months. This purchase volume represents approximately $20.60M in transactions.

Of the 33 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. ($3.05M), Invesco Ltd. ($216.64K), LPL Financial LLC ($164.00K), Focus Partners Wealth ($116.44K), Citadel Advisors LLC ($80.66K), Cutler Investment Counsel LLC ($37.97K), and Bank of Montreal Can ($14.48K).

Institutional investors have sold a total of 3,752,524 shares in the last 24 months. This volume of shares sold represents approximately $147.87M in transactions.


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This page (NYSEARCA:PDN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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