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

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Institutional Ownership Changes (13F Filings) for Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$25.83M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$33.50M
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PDN Institutional Buying and Selling by Quarter

Invesco FTSE 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
5/9/2024 MB Generational Wealth LLC14,546$478K0.4%N/A0.094%
5/9/2024 Charles Schwab Investment Advisory Inc.8,812,855$289.77M0.4%-4.3%56.674%
5/6/2024 CFO4Life Group LLC6,237$205K0.0%N/A0.040%
4/30/2024Commonwealth Equity Services LLC28,704$944K0.0%+83.9%0.185%
4/20/2024 KWB Wealth64,485$2.12M0.3%-3.4%0.415%
2/16/2024Studio Investment Management LLC25,097$815K0.2%-17.5%0.144%
2/14/2024CFS Investment Advisory Services LLC10,932$355K0.1%-16.1%0.063%
2/9/2024Wade Financial Advisory Inc85,345$2.77M1.0%-6.0%0.490%
2/7/2024 Avantax Advisory Services Inc.9,247$300K0.0%+3.9%0.053%
2/7/2024 JFS Wealth Advisors LLC10,958$356K0.0%-4.7%0.063%
2/7/2024 Access Investment Management LLC6,600$214K0.1%N/A0.038%
2/7/2024 Principal Securities Inc.1,542$50K0.0%N/A0.009%
2/6/2024 Charles Schwab Investment Advisory Inc.9,210,962$299.17M0.4%+3.9%52.937%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,408$208K0.0%N/A0.037%
2/6/2024 First Horizon Advisors Inc.983$32K0.0%N/A0.006%
1/31/2024 Cutler Investment Counsel LLC292,524$9.50M1.4%+4.6%1.681%
1/31/2024 Opes Wealth Management LLC206,649$6.71M1.6%-3.7%1.188%
1/29/2024 Clarius Group LLC12,211$397K0.0%-19.7%0.070%
1/26/2024 Williams & Novak LLC21,278$691K0.8%N/A0.122%
1/26/2024 Sequoia Financial Advisors LLC11,635$378K0.0%N/A0.067%
1/24/2024 Allworth Financial LP8,545$278K0.0%-24.7%0.049%
1/23/2024 Private Ocean LLC4,512$147K0.0%N/A0.026%
1/18/2024 Blue Trust Inc.1,849$55K0.0%N/A0.011%
1/16/2024 Raymond James Financial Services Advisors Inc.7,756$252K0.0%-8.8%0.045%
1/16/2024Wealthsource Partners LLC36,977$1.20M0.1%-3.7%0.213%
1/11/2024 Droms Strauss Advisors Inc. MO ADV111,363$3.62M1.4%+1.9%0.640%
1/11/2024 Dynamic Advisor Solutions LLC21,462$681K0.0%-31.5%0.123%
1/11/2024 KWB Wealth66,781$2.17M0.3%-1.8%0.384%
1/10/2024 Quad Cities Investment Group LLC6,689$215K0.1%-15.7%0.038%
1/10/2024 Charles Schwab Trust Co32,806$1.07M0.1%-11.0%0.189%
11/16/2023Studio Investment Management LLC30,406$898K0.3%+5.3%0.175%
11/13/2023Invesco Ltd.1,153,437$34.07M0.0%-3.3%6.629%
11/8/2023 Bell Investment Advisors Inc1,869$55K0.0%-24.9%0.011%
11/8/2023 HighTower Advisors LLC180,991$5.35M0.0%+1.5%1.040%
11/8/2023 Charles Schwab Investment Advisory Inc.8,866,756$261.92M0.4%-2.3%50.958%
11/3/2023 Larson Financial Group LLC1,748$52K0.0%+358.8%0.010%
11/2/2023 JFS Wealth Advisors LLC11,496$340K0.0%-5.4%0.066%
10/31/2023 Allworth Financial LP11,342$335K0.0%-14.7%0.065%
10/30/2023 Klingman & Associates LLC26,305$777K0.1%+4.0%0.151%
10/25/2023 Cutler Investment Counsel LLC279,783$8.27M1.3%+2.8%1.608%
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10/24/2023 Droms Strauss Advisors Inc. MO ADV109,307$3.23M1.4%+1.0%0.628%
10/24/2023 Raymond James Financial Services Advisors Inc.8,508$251K0.0%-7.0%0.049%
10/23/2023Commonwealth Equity Services LLC20,831$615K0.0%-7.5%0.120%
10/20/2023 Charles Schwab Trust Co36,858$1.09M0.1%+10.8%0.212%
10/19/2023 Clarius Group LLC15,207$449K0.0%+32.4%0.087%
10/17/2023 Alhambra Investment Partners LLC64,340$1.90M1.3%+3.5%0.370%
10/11/2023Wade Financial Advisory Inc90,825$2.68M1.1%-2.4%0.522%
10/11/2023 Dynamic Advisor Solutions LLC31,335$926K0.0%+1.3%0.180%
10/11/2023 KWB Wealth68,013$2.10M0.3%-2.6%0.391%
10/5/2023 Quad Cities Investment Group LLC7,939$235K0.2%-48.4%0.046%
8/11/2023 Smith Moore & CO.22,474$692K0.1%-1.7%0.129%
8/10/2023Wade Financial Advisory Inc93,027$2.87M1.1%-2.0%0.535%
8/10/2023Cetera Investment Advisers12,947$399K0.0%+3.0%0.074%
8/10/2023 Charles Schwab Investment Advisory Inc.9,077,625$279.59M0.4%-3.5%52.170%
8/9/2023Flow Traders U.S. LLC378,031$11.64M0.5%+22.3%2.173%
8/8/2023 Colonial River Wealth Management LLC9,538$294K0.2%-23.7%0.055%
8/4/2023 Envestnet Asset Management Inc.68,762$2.12M0.0%-10.0%0.395%
8/3/2023 Dynamic Advisor Solutions LLC30,945$953K0.0%N/A0.178%
8/3/2023 Northwest Capital Management Inc1,643$51K0.0%N/A0.009%
8/3/2023 CWM LLC1,768$54K0.0%+1,314.4%0.010%
8/3/2023 Opes Wealth Management LLC214,660$6.61M1.9%-1.7%1.234%
8/2/2023 Bank of Montreal Can85,884$2.73M0.0%N/A0.494%
8/1/2023 Signaturefd LLC2,682$83K0.0%N/A0.015%
7/26/2023 Glass Jacobson Investment Advisors llc2,682$83K0.0%N/A0.015%
7/25/2023 Raymond James Financial Services Advisors Inc.9,144$282K0.0%-6.5%0.051%
7/24/2023 KWB Wealth69,838$2.15M0.3%+2.6%0.391%
7/24/2023 Charles Schwab Trust Co33,268$1.00M0.1%-2.3%0.186%
7/21/2023 Creative Planning23,289$717K0.0%-7.1%0.130%
7/18/2023 Allworth Financial LP13,300$410K0.0%-39.3%0.075%
7/18/2023 Droms Strauss Advisors Inc. MO ADV108,241$3.33M1.4%-0.4%0.606%
7/14/2023 Alhambra Investment Partners LLC62,189$1.92M1.3%+3.2%0.348%
7/12/2023 Quad Cities Investment Group LLC15,381$474K0.3%+12.8%0.086%
7/7/2023 Richard P Slaughter Associates Inc7,829$241K0.1%+14.4%0.044%
5/15/2023Flow Traders U.S. LLC309,152$9.59M0.4%+82.3%1.658%
5/12/2023 Charles Schwab Investment Advisory Inc.9,405,013$291.65M0.5%-8.0%50.429%
5/12/2023 HighTower Advisors LLC185,524$5.75M0.0%-4.3%0.995%
5/11/2023 Cutler Investment Counsel LLC275,170$8.53M1.3%-7.8%1.475%
5/11/2023Robertson Stephens Wealth Management LLC16,592$515K0.0%-27.8%0.089%
5/11/2023Three Bridge Wealth Advisors LLC10,594$329K0.2%-4.4%0.057%
5/5/2023CFS Investment Advisory Services LLC13,646$423K0.1%-13.2%0.073%
5/5/2023 Colonial River Wealth Management LLC12,504$388K0.2%-47.1%0.067%
5/4/2023Merriman Wealth Management LLC155,173$4.81M0.2%+2.7%0.832%
5/2/2023 Opes Wealth Management LLC218,372$6.77M2.2%-3.9%1.171%
4/28/2023 Avantax Advisory Services Inc.26,683$827K0.0%+8.4%0.143%
4/21/2023 Quad Cities Investment Group LLC13,630$423K0.3%+13.8%0.073%
4/18/2023 Allworth Financial LP21,896$679K0.0%-27.7%0.117%
4/18/2023 Richard P Slaughter Associates Inc6,842$212K0.1%-91.6%0.037%
4/18/2023 Alhambra Investment Partners LLC60,241$1.87M1.3%+5.0%0.323%
4/17/2023 Clarius Group LLC11,482$356K0.0%-7.0%0.062%
4/11/2023 Charles Schwab Trust Co34,042$1.06M0.1%+3.2%0.182%
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4/7/2023 KWB Wealth68,060$2.02M0.4%+1.2%0.363%
4/7/2023 HBW Advisory Services LLC6,990$217K0.1%N/A0.037%
3/6/2023OLD Mission Capital LLC66,276$1.96M0.1%-24.3%0.353%
2/15/2023Flow Traders U.S. LLC169,541$5.02M0.3%+1,146.6%0.904%
2/13/2023CFS Investment Advisory Services LLC15,714$465K0.1%-47.9%0.084%
2/13/2023 Smith Moore & CO.22,934$679K0.1%+13.6%0.122%
2/13/2023 Charles Schwab Investment Advisory Inc.10,222,348$302.79M0.5%+6.9%54.519%
2/13/2023 Atria Wealth Solutions Inc.31,507$933K0.0%-35.5%0.168%
2/13/2023 JFS Wealth Advisors LLC12,536$371K0.0%-12.5%0.067%
2/13/2023Merriman Wealth Management LLC151,115$4.48M0.2%N/A0.806%
(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, 65 institutional investors and hedge funds held shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($289.77M), Invesco Ltd. ($34.07M), Flow Traders U.S. LLC ($11.64M), Cutler Investment Counsel LLC ($9.50M), Opes Wealth Management LLC ($6.71M), HighTower Advisors LLC ($5.35M), and Merriman Wealth Management LLC ($4.81M).Learn more on PDN's institutional investors.

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

Of the 56 institutional investors that purchased Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($2.26M), Charles Schwab Investment Advisory Inc. ($1.01M), Flow Traders U.S. LLC ($387.89K), Merriman Wealth Management LLC ($155.17K), HighTower Advisors LLC ($122.97K), Allworth Financial LP ($98.60K), and Wade Financial Advisory Inc ($88.00K).

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

Institutional investors have bought a total of 4,750,535 shares in the last 24 months. This purchase volume represents approximately $146.26M in transactions.

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

Of the 35 institutional investors that sold Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($1.75M), CFS Investment Advisory Services LLC ($1.56M), Allworth Financial LP ($92.51K), Richard P Slaughter Associates Inc ($89.61K), Wade Financial Advisory Inc ($42.27K), Opes Wealth Management LLC ($40.55K), and Flow Traders U.S. LLC ($39.72K).

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

Institutional investors have sold a total of 3,894,652 shares in the last 24 months. This volume of shares sold represents approximately $117.18M in transactions.


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This page (NYSEARCA:PDN) was last updated on 5/15/2024 by MarketBeat.com Staff

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