INVESCO FTSE RAFI DEVELOPED (PDN) Institutional Ownership Changes & 13F Activity

INVESCO FTSE RAFI DEVELOPED (PDN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Ci Investments Inc., Ep Wealth Advisors, Llc, Citadel Advisors Llc, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+151—151$6.81KQ2 2026Sep 15, 2026
Citadel Advisors LlcSell-120,187-67.6%57,514$2.59MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+41+0.4%9,973$448.61KQ2 2026Aug 19, 2026
Charles Schwab Investment Management IncSell-406,094-20.1%1,618,872$72.82MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+113,420—113,420$5.11MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-84,873-76.8%25,698$1.16MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+36,216—36,216$1.63MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-14,293-48.5%15,200$684.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+9,411+118.6%17,346$774.88KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+6,369—6,369$286.50KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+4,032+4.2%100,225$4.51MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,507+30.4%10,758$483.94KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-541-2.3%23,067$1.04MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-367-0.8%44,363$2.00MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-113-0.4%30,190$1.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+65+1.9%3,511$157.98KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+32+0.3%11,993$539.46KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+30+12.7%266$11.97KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+3+0.1%2,573$115.74KQ2 2026Aug 14, 2026
Ci Investments Inc.Buy+273,424—273,424$12.30MQ2 2026Aug 13, 2026
Morgan StanleyBuy+5,820+9.0%70,511$3.17MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-3,218-3.0%103,584$4.66MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,408+18.7%8,936$401.97KQ2 2026Aug 13, 2026
Mariner, LlcBuy+736+5.2%14,940$672.06KQ2 2026Aug 13, 2026
Fmr LlcBuy+708+6.1%12,343$555.23KQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+412+5.7%7,635$343.45KQ2 2026Aug 13, 2026
Burk Holdings LlcSell-198-99.5%1$45.00Q2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+71+29.5%312$14.04KQ2 2026Aug 13, 2026
Ep Wealth Advisors, LlcBuy+196,908—196,908$8.86MQ2 2026Aug 12, 2026
Focus Partners WealthSell-5,778-7.5%70,976$3.19MQ2 2026Aug 12, 2026
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Frequently asked questions about PDN activity

  • Which institutional owners are buying PDN?

    Institutional owners buying PDN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PDN activity?

    "Buy" means an investor increased their reported position in PDN compared to the prior reporting period. This reflects growing exposure to INVESCO FTSE RAFI DEVELOPED (PDN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PDN increasing?

    Institutional interest in PDN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

PDN Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet