Who owns PDN?
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF · Invesco
100 institutions reported holding PDN, worth $177.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PDN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $72.8M | 1,618,872 | −406,094 shares |
| CI Investments Inc. | Toronto, Canada | $12.3M | 273,424 | New position |
| EP Wealth Advisors, LLC | Torrance, CA | $8.9M | 196,908 | New position |
| HighTower Advisors, LLC | Chicago, IL | $8.3M | 184,465 | +403 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $5.1M | 113,420 | +5,863 shares |
| Captrust Financial Advisors | Raleigh, NC | $4.7M | 103,584 | −3,218 shares |
| Droms Strauss Advisors Inc. /MO/ | St. Louis, MO | $4.5M | 100,336 | −373 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $4.5M | 100,225 | +4,032 shares |
| Cutler Investment Counsel LLC | Jacksonville, OR | $4.4M | 96,912 | −1,123 shares |
| Robinswood Financial LLC | Kirkland, WA | $3.7M | 83,163 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PDN?
100 institutional managers reported holding PDN in Form 13F filings for June 30, 2026, worth $177.2M in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $72.8M.
Did institutions buy or sell PDN last quarter?
Reported 13F value fell 6.7% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PDN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.