I
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
PDN • ARCA
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF is an exchange-traded fund on ARCA. As of Q3 2025, 107 institutional investors hold shares in this ETF, with total holdings valued at $203.7M. SCHWAB CHARLES INVESTMENT MANAGEMENT INC is the largest holder with a position valued at $96.3M.
Overview
Overview of institutional ownership in PDN as of Q3 2025
All Institutions
- Institutions
- 107
- Value Held
- $203.7M
- Shares Held
- 5.0M
- Avg Position
- $1.9M
- Median Position
- $244.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $3.0M
- Shares Held
- 73.2K
- Avg Position
- $1.5M
- Median Position
- $1.5M
Biggest Investors
Institutions with the largest positions in PDN as of Q3 2025
| Institution | Position Value |
|---|---|
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $96.3M 0.02% of portfolio |
 Invesco Ltd. ETF Provider | $14.0M 0.00% of portfolio |
 Opes Wealth Management LLC RIA/Wealth | $8.1M 1.43% of portfolio |
L LPL Financial LLC Institution | $7.9M 0.00% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $7.6M 0.01% of portfolio |
C Colony Group, LLC Institution | $7.5M 0.01% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $6.6M 0.01% of portfolio |
 CUTLER INVESTMENT COUNSEL LLC RIA/Wealth | $4.6M 0.48% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $4.6M 0.01% of portfolio |
 DROMS STRAUSS ADVISORS INC /MO/ /ADV RIA/Wealth | $4.4M 1.31% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PDN in Q3 2025
- Traded
- −$13.5M
- Buyers
- 50
- Sellers
- 38
- Total Bought
- +$10.1M
- Total Sold
- −$23.7M
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Invesco Ltd. ETF Provider | +$3.9M +95.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.9M +69.4K shares |
S SCOTIA CAPITAL INC. Institution | +$895.5K +21.8K shares |
M MB Generational Wealth, LLC RIA/Wealth | +$339.2K +8.3K shares |
 MORGAN STANLEY RIA/Wealth | +$294.8K +7.2K shares |
 Elm3 Financial Group, LLC RIA/Wealth | +$291.2K +7.1K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | +$219.3K +5.3K shares |
 Sontag Advisory, LLC RIA/Wealth | +$206.2K +5.0K shares |
+$203.4K +4.9K shares | |
 AMERIPRISE FINANCIAL INC Institution | +$163.1K +4.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | −$11.1M −270.1K shares |
J JANE STREET GROUP, LLC Institution | −$3.4M −83.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$3.3M −80.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$2.8M −68.6K shares |
R ROYAL BANK OF CANADA Institution | −$753.9K −18.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$597.2K −15.3K shares |
C Colony Group, LLC Institution | −$460.2K −11.2K shares |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | −$235.1K −6.0K shares |
CUTLER INVESTMENT COUNSEL LLC RIA/Wealth | −$149.6K −3.6K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$114.3K −2.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PDN in Q3 2025
- New Positions
- 11
- New Value
- $831.5K
- Exited Positions
- 6
- Exited Value
- $851.6K
New Positions
| Institution | Position Value |
|---|---|
Elm3 Financial Group, LLC RIA/Wealth | $291.2K 7.1K shares |
Quantinno Capital Management LP Hedge Fund•Market Neutral | $219.3K 5.3K shares |
Sontag Advisory, LLC RIA/Wealth | $206.2K 5.0K shares |
 Painted Porch Advisors LLC RIA/Wealth | $42.1K 1.0K shares |
R Root Financial Partners, LLC RIA/Wealth | $32.6K 793.0 shares |
 Steigerwald, Gordon & Koch Inc. RIA/Wealth | $14.8K 359.0 shares |
 JPL Wealth Management, LLC RIA/Wealth | $13.0K 315.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $6.1K 149.0 shares |
 Spire Wealth Management RIA/Wealth | $3.6K 88.0 shares |
 BARTLETT & CO. WEALTH MANAGEMENT LLC RIA/Wealth | $1.4K 34.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $597.2K 15.3K shares |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $235.1K 6.0K shares |
B BLAIR WILLIAM & CO/IL Institution | $13.2K 338.0 shares |
 Abound Wealth Management RIA/Wealth | $4.7K 120.0 shares |
 NorthRock Partners, LLC RIA/Wealth | $1.3K 34.0 shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $195.0 5.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PDN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PDN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Opes Wealth Management LLC RIA/Wealth | 1.43% $8.1M |
DROMS STRAUSS ADVISORS INC /MO/ /ADV RIA/Wealth | 1.31% $4.4M |
CUTLER INVESTMENT COUNSEL LLC RIA/Wealth | 0.48% $4.6M |
B Beckerman Institutional, LLC Institution | 0.42% $715.3K |
W Williams & Novak, LLC Institution | 0.34% $446.2K |
S STUDIO INVESTMENT MANAGEMENT LLC RIA/Wealth | 0.24% $1.3M |
Elm3 Financial Group, LLC RIA/Wealth | 0.24% $291.2K |
 KWB Wealth RIA/Wealth | 0.22% $2.0M |
M MB Generational Wealth, LLC RIA/Wealth | 0.22% $339.2K |
 Sensible Money, LLC RIA/Wealth | 0.17% $504.7K |
Hedge Fund Spotlight
Discover hedge funds investing in PDN
Quantinno Capital Management LP
Hedge Fund • Market Neutral
Portfolio ManagerHoon Nmn Kim
- Portfolio Value
- $36.6B
- Positions
- 2,911
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
- Market Value
- $219.3K
- Shares Held
- 5.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
