Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
99 hedge funds and large institutions have $259M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
1% more funds holding
Funds holding: 98 → 99 (+1)
0.29% more ownership
Funds ownership: 68.09% → 68.37% (+0.29%)
16% less capital invested
Capital invested by funds: $309M → $259M (-$50M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.61M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$424K |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$199K |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$161K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$9.33M |
| 2 |
Jane Street
New York
|
-$7.92M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.43M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.91M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.51M |
PDN Hedge Fund Activity: Q4 2024 in Review
99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) for Q4 2024, worth a combined $259M — down 16% from $309M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PDN positions and 11 closed out — a net gain of 2 holders — while 30 added to existing stakes and 26 trimmed.
The largest buyer was Invesco, adding an estimated $8.61M. The largest seller was Charles Schwab, cutting an estimated $9.33M.
- 99 institutional investors held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $259M of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF stock for Q4 2024, down 16% quarter-over-quarter.
- 13 funds opened new Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF positions in Q4 2024 and 11 closed out, a net change of +2 holders.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF buyer in Q4 2024 was Invesco, an estimated $8.61M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF seller in Q4 2024 was Charles Schwab, an estimated $9.33M sold.
Based on aggregated 13F filings for Q4 2024.