PDN icon

Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN

Overview Fund Activity

30 hedge funds and large institutions have $32.2M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOTW
Bank of the West
California
$3.52M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.1M
3
Goldman Sachs
Goldman Sachs
New York
$382K
4
Invesco
Invesco
Georgia
$307K
5
JWA
JFS Wealth Advisors
Pennsylvania
$3.18M

Top Sellers

1
CIC
Cutler Investment Counsel
Oregon
$2.47M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
3
RJA
Raymond James & Associates
Florida
$0
4
Bank of America
Bank of America
North Carolina
$2.64M
5
HighTower Advisors
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
26
Managed Account Advisors
New Jersey
$9K +$9K +360 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$5K – – –
Citigroup
28
Citigroup
New York
$3K – – –
MFS
29
MSI Financial Services
Massachusetts
$1K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
– -$742K -26,865 Closed
RJA
31
Raymond James & Associates
Florida
– -$626K -22,681 Closed
HighTower Advisors
32
HighTower Advisors
Illinois
– -$228K -8,263 Closed
Ameriprise
33
Ameriprise
Minnesota
– -$120K -4,340 Closed
1
2