Who Owns Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)?Hedge Fund & Institutional Holders

$43.14-0.55 (-1.26%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.200000015362001e+260T

% of Float Held

—

QoQ Change in Holders

+10 / -2

Price History

$30.37$34.66$38.95$43.23$47.52Sep 24Jun 25Mar 26

PDN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
DROMS STRAUSS ADVISORS INC /MO/ /ADVNew Position+107K+$4.5B
Invesco Ltd.Increased+23K+$1.3B
Klingman & Associates, LLCNew Position+21K+$900.0M
CoreCap Advisors, LLCNew Position+11K+$484.0M
Williams & Novak, LLCNew Position+11K+$453.0M
Elm3 Financial Group, LLCNew Position+8K+$346.0M
MB Generational Wealth, LLCNew Position+7K+$303.0M
Access Investment Management LLCNew Position+5K+$192.0M
SMITH, MOORE & CO.Increased+460+$42.2M
Farther Finance Advisors, LLCIncreased+991+$41.1M
Root Financial Partners, LLCNew Position+986+$41.0M
Asset Dedication, LLCIncreased+46+$18.2M
Sensible Money, LLCIncreased+46+$14.3M
Capital Investment Advisory Services, LLCNew Position+151+$6.0M
CUTLER INVESTMENT COUNSEL LLCNew Position+104K+$4.4M

PDN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-164K-$7.9B
HighTower Advisors, LLCDecreased-490-$7.6B
CAPTRUST FINANCIAL ADVISORSDecreased-4K-$4.5B
Focus Partners WealthDecreased-105K-$4.5B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-154K-$4.3B
CITADEL ADVISORS LLCDecreased-28K-$1.8B
GOLDMAN SACHS GROUP INCClosed Position-33K-$1.4B
ROYAL BANK OF CANADADecreased-8K-$1.4B
Creative PlanningDecreased-913-$1.2B
SCOTIA CAPITAL INC.Closed Position-22K-$895.5M
RAYMOND JAMES FINANCIAL INCDecreased-7-$323.7M
OSAIC HOLDINGS, INC.Decreased-112-$185.8M
Allworth Financial LPDecreased-1K-$121.7M
BANK OF MONTREAL /CAN/Decreased-1K-$121.0M
CIBC Private Wealth Group LLCDecreased-602-$114.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,188,791$92.0B0.01%Share
2Invesco Ltd.364,163$15.4B0.00%Share
3SUSQUEHANNA INTERNATIONAL GROUP, LLP137,956$5.0B0.00%Share
4DROMS STRAUSS ADVISORS INC /MO/ /ADV107,451$4.5B1.19%Share
5AMERIPRISE FINANCIAL INC105,045$4.0B0.00%Share
6Focus Partners Wealth76,631$3.0B0.00%Share
7KWB Wealth50,572$2.1B0.20%Share
8Modern Wealth Management, LLC44,868$1.9B0.03%Share
9STUDIO INVESTMENT MANAGEMENT LLC31,051$1.3B0.24%Share
10Charles Schwab Trust Co30,274$1.3B0.08%Share
11SUSQUEHANNA INTERNATIONAL GROUP, LLP26,642$1.0B0.00%Share
12WELLS FARGO & COMPANY/MN25,137$1.0B0.00%Share
13CIBC WORLD MARKET INC.28,045$1.0B0.00%Share
14CITADEL ADVISORS LLC39,488$1.0B0.00%Share
15SMITH, MOORE & CO.21,934$925.0M0.07%Share
16Klingman & Associates, LLC21,342$900.0M0.04%Share
17Asset Dedication, LLC15,245$643.0M0.04%Share
18Sensible Money, LLC12,324$519.0M0.17%Share
19CoreCap Advisors, LLC11,479$484.0M0.02%Share
20Westmount Partners, LLC11,296$476.0M0.12%Share
21Williams & Novak, LLC10,755$453.0M0.34%Share
22JFS WEALTH ADVISORS, LLC8,555$360.0M0.02%Share
23Elm3 Financial Group, LLC8,214$346.0M0.29%Share
24UBS Group AG7,485$315.0M0.00%Share
25MB Generational Wealth, LLC7,206$303.0M0.16%Share
26Access Investment Management LLC4,675$192.0M0.05%Share
27C M BIDWELL & ASSOCIATES LTD2,975$125.0M0.06%Share
28Bell Investment Advisors, Inc1,672$70.5M0.01%Share
29Farther Finance Advisors, LLC1,256$52.0M0.00%Share
30Root Financial Partners, LLC986$41.0M0.00%Share
31Dunhill Financial, LLC359$15.0M0.00%Share
32UBS Group AG253$10.0M0.00%Share
33Opes Wealth Management LLC197,811$8.3M1.36%Share
34HighTower Advisors, LLC184,586$7.0M0.01%Share
35ASSETMARK, INC149$6.0M0.00%Share
36Capital Investment Advisory Services, LLC151$6.0M0.00%Share
37CUTLER INVESTMENT COUNSEL LLC104,096$4.4M0.46%Share
38CAPTRUST FINANCIAL ADVISORS106,385$4.0M0.01%Share
39Spire Wealth Management88$3.0M0.00%Share
40MCF Advisors LLC80$3.0M0.00%Share
41MORGAN STANLEY60,136$2.0M0.00%Share
42Crusonia Wealth Advisors LLC37,025$1.6M0.34%Share
43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO23,020$1.5M0.00%Share
44JANE STREET GROUP, LLC26,228$1.0M0.00%Share
45LPL Financial LLC27,169$1.0M0.00%Share
46Beckerman Institutional, LLC17,344$731K0.41%Share
47Robertson Stephens Wealth Management, LLC16,278$686K0.02%Share
48Sequoia Financial Advisors, LLC14,142$596K0.00%Share
49Index Fund Advisors, Inc.9,506$401K0.02%Share
50Summit Financial Strategies, Inc.7,951$335K0.03%Share

PDN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202599$140.8B+26
Q3 202573$175.0B-15
Q2 202588$182.3B-12
Q1 2025100$251.5B+9
Q4 202491$1.1T+12
Q3 202479$11.5T+1
Q2 202478$5.8T+2
Q1 202476$660.4T—

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As of Q4 2025, 50 institutional investors hold PDN (Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $92.0B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PDN?

As of Q4 2025, 50 institutional investors report holding PDN (Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF) in their 13F filings.

Who is the largest institutional holder of PDN?

The largest institutional holder of PDN is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $92.0B in shares.

Is institutional ownership of PDN increasing or decreasing?

This quarter, 10 institutions opened new positions in PDN and 2 closed their positions.