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Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
PDN
107 hedge funds and large institutions have $207M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
11% more funds holding
Funds holding: 96 → 107 (+11)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
1% less capital invested
Capital invested by funds: $210M → $207M (-$2.21M)
1.58% less ownership
Funds ownership: 58.6% → 57.02% (-1.6%)
Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
32
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.78M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$874K |
| 4 |
Morgan Stanley
New York
|
+$288K |
| 5 |
EFG
Elm3 Financial Group
Alpharetta,
Georgia
|
+$284K |
Top Sellers
| 1 |
Charles Schwab
San Francisco,
California
|
-$10.8M |
| 2 |
Jane Street
New York
|
-$3.36M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.24M |
| 4 |
Goldman Sachs
New York
|
-$2.75M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$736K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
101
Spire Wealth Management
Mclean,
Virginia
| $3.62K | +$3.53K | +88 | New |
|
|
AWM
102
Accredited Wealth Management
Louisville,
Kentucky
| $3.29K | +$4.85K | +121 | +151% |
|
|
FWM
103
FSA Wealth Management
Needham,
Massachusetts
| $2.79K | – | – | – |
|
|
MG
104
Mather Group
Chicago,
Illinois
| $2.1K | +$2.05K | +51 | New |
|
|
BCWM
105
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.4K | +$1.36K | +34 | New |
|
|
ME
106
McIlrath & Eck
Arlington,
Washington
| $1.27K | +$1.24K | +31 | New |
|
|
AP
107
Aspect Partners
Fairfax,
Virginia
| $863 | – | – | – |
|
108
Russell Investments Group
London,
United Kingdom
| $411 | – | – | – |
|
109
Envestnet Asset Management
Chicago,
Illinois
| – | -$597K | -15,346 | Closed |
|
|
ECM
110
Evergreen Capital Management
Bellevue,
Washington
| – | -$235K | -6,040 | Closed |
|
111
William Blair & Company
Chicago,
Illinois
| – | -$13.2K | -338 | Closed |
|
|
AWM
112
Abound Wealth Management
Franklin,
Tennessee
| – | -$4.67K | -120 | Closed |
|
|
GWANC
113
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$195 | -5 | Closed |
|