Free Trial
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (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
$45.78 +0.31 (+0.68%)
Closing price 04:10 PM Eastern
Extended Trading
$45.80 +0.02 (+0.04%)
As of 07:30 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 Massive. Learn more.
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)
32
Total
Institutional Inflows
(last 12 months)
$16.49M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$29.97M
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
10/7/2026Elm3 Financial Group LLC7,869$361K0.2%-4.7%0.104%
9/9/2026Summit Financial Strategies Inc.6,306$284K0.0%-3.6%0.081%
9/9/2026Integrated Wealth Concepts LLC548$25K0.0%N/A0.007%
9/2/2026Citadel Advisors LLC57,514$2.59M0.0%-67.6%0.742%
8/23/2026Studio Investment Management LLC29,938$1.35M0.2%-3.6%0.386%
7/10/2026JFS Wealth Advisors LLC10,165$457K0.0%+25.1%0.131%
7/10/2026Charles Schwab Trust Co28,050$1.26M0.1%-2.8%0.362%
7/10/2026KWB Wealth45,663$2.05M0.2%-8.7%0.589%
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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
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%


PDN Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 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 60 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), Robinswood Financial LLC ($84.29K), Susquehanna International Group LLP ($69.41K), 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 393,917 shares in the last 24 months. This purchase volume represents approximately $16.49M in transactions.

Of the 27 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: Citadel Advisors LLC ($200.85K), LPL Financial LLC ($164.00K), Charles Schwab Investment Management Inc. ($154.16K), Focus Partners Wealth ($116.44K), Cutler Investment Counsel LLC ($17.22K), Royal Bank of Canada ($9.40K), and Droms Strauss Advisors Inc. MO ADV ($7.92K).

Institutional investors have sold a total of 704,375 shares in the last 24 months. This volume of shares sold represents approximately $29.97M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PDN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel