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

102 hedge funds and large institutions have $270M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

3% more funds holding

Funds holding: 99102 (+3)

4% more capital invested

Capital invested by funds: $259M → $270M (+$11.5M)

0.04% more ownership

Funds ownership: 68.37%68.41% (+0.04%)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$184M -$8.17M -245,992 -4%
Invesco
2
Invesco
Georgia
$15.5M -$1.37M -41,263 -8%
OWM
3
Opes Wealth Management
California
$6.68M -$137K -4,135 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.27M -$108K -3,265 -2%
CIC
5
Cutler Investment Counsel
Oregon
$4.55M -$2.01M -60,656 -31%
DSA
6
Droms Strauss Advisors
Missouri
$3.69M -$128K -3,868 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$3.65M +$3.62M +108,947 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.64M +$400K +12,055 +12%
Ameriprise
9
Ameriprise
Minnesota
$3.15M +$50.8K +1,529 +2%
RF
10
Robinswood Financial
Washington
$3.09M -$89.5K -2,696 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.06M +$478K +14,402 +19%
FTUS
12
Flow Traders U.S.
New York
$1.9M +$1.89M +56,879 New
KW
13
KWB Wealth
California
$1.78M -$218K -6,565 -10%
WFA
14
Wade Financial Advisory
California
$1.54M -$60.6K -1,824 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.51M +$310K +9,346 +26%
MWM
16
Modern Wealth Management
Kansas
$1.51M +$1.49M +44,988 New
Morgan Stanley
17
Morgan Stanley
New York
$1.45M +$211K +6,348 +17%
SIM
18
Studio Investment Management
Illinois
$1.11M -$23.8K -716 -2%
CST
19
Charles Schwab Trust
Nevada
$1.06M -$13.4K -403 -1%
Jane Street
20
Jane Street
New York
$1.06M +$442K +13,305 +72%
Creative Planning
21
Creative Planning
Kansas
$1.04M +$104K +3,138 +11%
Wells Fargo
22
Wells Fargo
California
$977K -$40.6K -1,222 -4%
LSA
23
L & S Advisors
California
$850K +$32.6K +983 +4%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$815K +$25K +754 +3%
KA
25
Klingman & Associates
New York
$794K

PDN Hedge Fund Activity: Q1 2025 in Review

102 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) for Q1 2025, worth a combined $270M — up 4.5% from $259M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PDN positions and 6 closed out — a net gain of 4 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.62M. The largest seller was Charles Schwab, cutting an estimated $8.17M.

  • 102 institutional investors held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) as of Q1 2025, up from 99 in Q4 2024.
  • Funds reported $270M of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 10 funds opened new Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF positions in Q1 2025 and 6 closed out, a net change of +4 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF buyer in Q1 2025 was Citadel Advisors, an estimated $3.62M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF seller in Q1 2025 was Charles Schwab, an estimated $8.17M sold.

Based on aggregated 13F filings for Q1 2025.