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 108 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,875
shares
|
$640,617
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
18,769
shares
|
$637,019
0.47% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,386
shares
|
$624,020
0.0% of portfolio
|
Q4 2024
Reduced 92.88%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
17,416
shares
|
$591,099
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
17,092
shares
|
$580,102
0.0% of portfolio
|
Q4 2024
Added 39.36%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
16,881
shares
|
$572,941
0.04% of portfolio
|
Q1 2022
Added 35.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
16,363
shares
|
$555,360
0.0% of portfolio
|
Q4 2024
Reduced 73.7%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
16,278
shares
|
$552,475
0.02% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$532,247
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
15,239
shares
|
$517,211
0.0% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
15,196
shares
|
$515,752
0.04% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
14,437
shares
|
$489,991
0.0% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,958
shares
|
$473,734
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
13,360
shares
|
$453,438
0.41% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
12,985
shares
|
$440,710
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
12,499
shares
|
$424,216
0.17% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10,648
shares
|
$361,393
0.02% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,440
shares
|
$354,333
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,181
shares
|
$345,543
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
9,506
shares
|
$322,633
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
9,069
shares
|
$307,801
0.19% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,874
shares
|
$301,183
0.0% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,476
shares
|
$287,675
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
8,069
shares
|
$273,861
0.03% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,482
shares
|
$253,939
0.0% of portfolio
|
Q4 2024
New holding
|