Go Pro
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free PDN Stock Alerts

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

Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF logo
$45.30 0.00 (0.00%)
As of 07/2/2026 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)
$20.56M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$148.01M
Get PDN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/9/2026Robinswood 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%
5/8/2026Cutler 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%
2/12/2026Cutler 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%
1/23/2026Farther 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%
12/2/2025IFP Advisors Inc4,237$174K0.0%+6.9%0.048%
11/24/2025Opes Wealth Management LLC198,076$8.14M1.4%-0.8%2.238%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
11/4/2025Cutler Investment Counsel LLC111,615$4.59M0.5%-3.2%1.261%
10/30/2025Williams & Novak LLC10,855$446K0.3%-17.1%0.123%
10/29/2025Root Financial Partners LLC793$33K0.0%N/A0.009%
10/29/2025Wealth Enhancement Advisory Services LLC4,940$203K0.0%N/A0.056%
10/27/2025Klingman & Associates LLC21,342$877K0.0%-10.0%0.241%
10/22/2025CoreCap Advisors LLC11,439$470K0.0%-4.3%0.129%
10/21/2025Elm3 Financial Group LLC7,084$291K0.2%N/A0.080%
10/10/2025Charles Schwab Trust Co30,313$1.25M0.1%-1.1%0.343%
10/8/2025KWB 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%
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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
7/30/2025Studio Investment Management LLC32,575$1.27M0.3%-1.7%0.354%
7/28/2025Cutler Investment Counsel LLC115,253$4.49M0.5%-15.3%1.253%
7/24/2025Williams & Novak LLC13,090$509K0.4%-8.6%0.142%
7/24/2025JFS Wealth Advisors LLC8,752$341K0.0%-3.1%0.095%
7/24/2025IFP Advisors Inc3,963$154K0.0%+19.8%0.043%
7/21/2025Ameritas Advisory Services LLC693$27K0.0%N/A0.008%
7/17/2025KWB Wealth51,289$2.00M0.2%-9.1%0.557%
7/17/2025Charles Schwab Trust Co30,654$1.19M0.1%-3.3%0.333%
7/15/2025Droms Strauss Advisors Inc. MO ADV108,654$4.23M1.3%-1.5%1.181%
6/2/2025Modern Wealth Management LLC44,988$1.51M0.0%N/A0.474%


PDN Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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 62 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 499,049 shares in the last 24 months. This purchase volume represents approximately $20.56M in transactions.

Of the 34 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 3,756,787 shares in the last 24 months. This volume of shares sold represents approximately $148.01M in transactions.


Related Companies

This page (NYSEARCA:PDN) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel