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

19 hedge funds and large institutions have $19.7M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2013 Q2 according to their latest regulatory filings, with 19 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

28.58% more ownership

Funds ownership: 0% → 28.58% (+29%)

Holders
19
Holders Change
+19
Holders Change %
–
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.26M +$7.53M +305,119 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.85M +$2.95M +119,568 New
NYLIM
3
New York Life Investment Management
New York
$2.47M +$2.56M +103,791 New
RA
4
Research Affiliates
California
$1.98M +$2.05M +83,300 New
Bank of America
5
Bank of America
North Carolina
$1.68M +$1.74M +70,422 New
JWA
6
JFS Wealth Advisors
Pennsylvania
$1.45M +$1.5M +60,926 New
CIBC World Market
7
CIBC World Market
Ontario, Canada
$626K +$649K +26,296 New
LPL Financial
8
LPL Financial
California
$465K +$482K +19,532 New
Morgan Stanley
9
Morgan Stanley
New York
$454K +$470K +19,073 New
U
10
UBS
Switzerland
$280K +$290K +11,770 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$121K +$125K +5,086 New
GT
12
Glenmede Trust
Pennsylvania
$34K +$36.1K +1,463 New
Ameriprise
13
Ameriprise
Minnesota
$21K +$21.4K +867 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$13K +$13.2K +534 New
Citigroup
15
Citigroup
New York
$12K +$12.8K +517 New
MFS
16
MSI Financial Services
Massachusetts
$4K +$4.19K +170 New
1IC
17
1919 Investment Counsel
Maryland
$3K +$2.47K +100 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$3K +$3.26K +132 New
AIG
19
American International Group
New York
$1.48K +$1.53K +62 New

PDN Hedge Fund Activity: Q2 2013 in Review

19 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) for Q2 2013, worth a combined $19.7M.

Buyers outnumbered sellers: 19 funds opened new PDN positions and 0 closed out — a net gain of 19 holders — while 0 added to existing stakes and 0 trimmed.

  • 19 institutional investors held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $19.7M of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF stock for Q2 2013.
  • 19 funds opened new Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF positions in Q2 2013 and 0 closed out, a net change of +19 holders.

Based on aggregated 13F filings for Q2 2013.