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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,263
shares
|
$246,506
0.0% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$220,711
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
6,400
shares
|
$217,216
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,021
shares
|
$204,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,981
shares
|
$202,995
0.0% of portfolio
|
Q4 2024
Added 73.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,001
shares
|
$169,733
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,866
shares
|
$165,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
4,675
shares
|
$158,669
0.04% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,512
shares
|
$153,137
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,935
shares
|
$133,553
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,606
shares
|
$122,387
0.0% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,044
shares
|
$103,313
0.0% of portfolio
|
Q4 2024
Added 71.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,016
shares
|
$102,363
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
2,975
shares
|
$100,971
0.06% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,958
shares
|
$66,454
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,900
shares
|
$64,485
0.0% of portfolio
|
Q4 2024
Added 468.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$57,019
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,468
shares
|
$49,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,371
shares
|
$46,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,368
shares
|
$46,429
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,347
shares
|
$45,717
0.0% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,320
shares
|
$44,800
0.0% of portfolio
|
Q4 2024
Reduced 58.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,286
shares
|
$43,646
0.0% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,171
shares
|
$39,743
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
683
shares
|
$23,181
0.01% of portfolio
|
Q4 2024
New holding
|