Institutional Ownership Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 5.05 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,342,953
shares
|
$96.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
340,886
shares
|
$14 Million
0.0% of portfolio
|
Q3 2025
Added 39.12%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
198,076
shares
|
$8.16 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
191,170
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
185,076
shares
|
$7.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
160,245
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2025
Added 76.4%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
114,875
shares
|
$4.73 Million
0.4% of portfolio
|
Q4 2022
Added 52.69%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
111,615
shares
|
$4.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
110,755
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
107,476
shares
|
$4.43 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
102,621
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
67,912
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
54,289
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
50,619
shares
|
$2.08 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
46,734
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
45,889
shares
|
$1.89 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,977
shares
|
$1.52 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
33,448
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
33,006
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
31,257
shares
|
$1.29 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
30,313
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
29,659
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
29,550
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
28,041
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
27,092
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|