Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
84 hedge funds and large institutions have $386M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
16% more capital invested
Capital invested by funds: $334M → $386M (+$52.8M)
13.36% more ownership
Funds ownership: 68.97% → 82.33% (+13%)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 85 → 84 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$53.4M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$51.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$23.2M |
| 4 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$1.4M |
| 5 |
AIM
Alhambra Investment Management
Palmetto Bay,
Florida
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.57M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$738K |
| 5 |
Morgan Stanley
New York
|
-$382K |
PDN Hedge Fund Activity: Q1 2022 in Review
84 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) for Q1 2022, worth a combined $386M — up 16% from $334M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PDN positions and 8 closed out — a net gain of 1 holder — while 33 added to existing stakes and 24 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $53.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.57M sold.
- 84 institutional investors held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) as of Q1 2022, down from 85 in Q4 2021.
- Funds reported $386M of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF stock for Q1 2022, up 16% quarter-over-quarter.
- 9 funds opened new Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF positions in Q1 2022 and 8 closed out, a net change of +1 holder.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $53.4M added.
- The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.57M sold.
Based on aggregated 13F filings for Q1 2022.