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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
604
shares
|
$20,499
0.0% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
580
shares
|
$19,685
0.0% of portfolio
|
Q4 2023
Reduced 20.98%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
527
shares
|
$17,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
519
shares
|
$17,614
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
464
shares
|
$15,748
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
456
shares
|
$15,476
0.0% of portfolio
|
Q3 2024
Reduced 47.95%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
410
shares
|
$13,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
401
shares
|
$13,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
340
shares
|
$11,539
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
338
shares
|
$11,471
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
336
shares
|
$11,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
321
shares
|
$10,894
0.0% of portfolio
|
Q2 2022
Reduced 34.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
279
shares
|
$9,469
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
233
shares
|
$7,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
214
shares
|
$7,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
211
shares
|
$7,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
206
shares
|
$6,991
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
151
shares
|
$5,124
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
146
shares
|
$4,955
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
141
shares
|
$4,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
139
shares
|
$4,717
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
118
shares
|
$4,004
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
100
shares
|
$3,394
0.0% of portfolio
|
Q3 2024
Reduced 73.19%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
80
shares
|
$2,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
68
shares
|
$2,307
0.0% of portfolio
|
Q3 2024
New holding
|