PDN icon

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

Overview Fund Activity

86 hedge funds and large institutions have $375M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.62M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.65M
3
LPL Financial
3
LPL Financial
California
$971K
4
LSA
4
L & S Advisors
California
$975K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.11M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$262M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Invesco
4
Invesco
Georgia
$34.1M
5
FTUS
5
Flow Traders U.S.
New York
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
26
GW & Wade
Massachusetts
$755K – – –
Creative Planning
27
Creative Planning
Kansas
$752K +$64.3K +2,175 +9%
C
28
Certuity
Florida
$738K +$5.52K +187 +0.8%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$681K +$2.19K +74 +0.3%
SMC
30
Smith, Moore & Co
Missouri
$659K -$4.4K -149 -0.7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$615K -$49.5K -1,678 -7%
SM
32
Sensible Money
Arizona
$535K – – –
Morgan Stanley
33
Morgan Stanley
New York
$502K -$7.42K -251 -1%
CC
34
Callan Capital
California
$499K – – –
RSWM
35
Robertson Stephens Wealth Management
California
$490K – – –
CGL
36
Clarius Group LLC
Washington
$449K +$110K +3,725 +32%
Mariner
37
Mariner
Kansas
$391K -$22.4K -757 -5%
CIAS
38
CFS Investment Advisory Services
New Jersey
$385K -$18.6K -628 -5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$382K – – –
Bank of America
40
Bank of America
North Carolina
$378K -$821K -27,784 -68%
JWA
41
JFS Wealth Advisors
Pennsylvania
$340K -$19.2K -650 -5%
AF
42
Allworth Financial
California
$335K -$57.8K -1,958 -15%
UBS Group
43
UBS Group
Switzerland
$312K -$71.5K -2,419 -19%
TBWA
44
Three Bridge Wealth Advisors
California
$311K +$177 +6 +0.1%
KAS
45
Kestra Advisory Services
Texas
$289K +$325 +11 +0.1%
IFA
46
Index Fund Advisors
California
$281K – – –
CRI
47
Colonial River Investments
Virginia
$278K -$3.84K -130 -1%
AAS
48
Avantax Advisory Services
Texas
$263K +$1.42K +48 +0.5%
CA
49
CoreCap Advisors
Michigan
$255K +$255K +8,642 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$251K -$18.8K -636 -7%
1
2
3 4 5