Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
60 hedge funds and large institutions have $261M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
13% more funds holding
Funds holding: 53 → 60 (+7)
13% more capital invested
Capital invested by funds: $232M → $261M (+$29.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
0.96% less ownership
Funds ownership: 72.16% → 71.2% (-0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.24M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$402K |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$312K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$9.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.49M |
| 3 |
Jane Street
New York
|
-$961K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$449K |
| 5 |
BOTW
Bank of the West
Monterey Park,
California
|
-$362K |
PDN Hedge Fund Activity: Q4 2020 in Review
60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) for Q4 2020, worth a combined $261M — up 13% from $232M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PDN positions and 6 closed out — a net gain of 7 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.24M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $9.75M.
- 60 institutional investors held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) as of Q4 2020, up from 53 in Q3 2020.
- Funds reported $261M of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 13 funds opened new Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF positions in Q4 2020 and 6 closed out, a net change of +7 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF buyer in Q4 2020 was Wells Fargo, an estimated $1.24M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF seller in Q4 2020 was Charles Schwab Investment Advisory, an estimated $9.75M sold.
Based on aggregated 13F filings for Q4 2020.