Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
52 hedge funds and large institutions have $151M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
27% more capital invested
Capital invested by funds: $119M → $151M (+$31.8M)
24% more funds holding
Funds holding: 42 → 52 (+10)
5.34% more ownership
Funds ownership: 58.51% → 63.85% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$25.3M |
| 2 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$2.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$967K |
| 4 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$551K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.17M |
| 2 |
Jane Street
New York
|
-$2.44M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.77M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$1.05M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$425K |
PDN Hedge Fund Activity: Q4 2017 in Review
52 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) for Q4 2017, worth a combined $151M — up 27% from $119M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDN positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Invesco, adding an estimated $25.3M. The largest seller was Ameriprise, cutting an estimated $8.17M.
- 52 institutional investors held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) as of Q4 2017, up from 42 in Q3 2017.
- Funds reported $151M of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF stock for Q4 2017, up 27% quarter-over-quarter.
- 12 funds opened new Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF positions in Q4 2017 and 2 closed out, a net change of +10 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF buyer in Q4 2017 was Invesco, an estimated $25.3M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF seller in Q4 2017 was Ameriprise, an estimated $8.17M sold.
Based on aggregated 13F filings for Q4 2017.