Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
66 hedge funds and large institutions have $215M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
16% more funds holding
Funds holding: 57 → 66 (+9)
4% more capital invested
Capital invested by funds: $207M → $215M (+$8.09M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.25% less ownership
Funds ownership: 65.7% → 65.45% (-0.25%)
38% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$343K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$136K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$128K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$121K |
| 5 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$67.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$6.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.27M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.17M |
| 4 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$482K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$424K |
PDN Hedge Fund Activity: Q4 2019 in Review
66 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) for Q4 2019, worth a combined $215M — up 3.9% from $207M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDN positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 24 trimmed.
The largest buyer was Invesco, adding an estimated $343K. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $6.93M.
- 66 institutional investors held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) as of Q4 2019, up from 57 in Q3 2019.
- Funds reported $215M of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF stock for Q4 2019, up 3.9% quarter-over-quarter.
- 12 funds opened new Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF positions in Q4 2019 and 3 closed out, a net change of +9 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF buyer in Q4 2019 was Invesco, an estimated $343K added.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $6.93M sold.
Based on aggregated 13F filings for Q4 2019.