Institutional Ownership Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $765 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,933
shares
|
$284,354
0.12% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,916
shares
|
$282,706
0.0% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,898
shares
|
$280,961
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,892
shares
|
$280,379
0.05% of portfolio
|
Q3 2022
Added 0.1%
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,874
shares
|
$278,634
0.07% of portfolio
|
Q4 2022
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,846
shares
|
$275,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,831
shares
|
$274,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,820
shares
|
$273,399
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
2,798
shares
|
$271,266
0.12% of portfolio
|
Q4 2022
Reduced 33.35%
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
2,773
shares
|
$268,842
0.03% of portfolio
|
Q3 2024
Reduced 75.69%
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,750
shares
|
$266,612
0.0% of portfolio
|
Q4 2024
Added 6.38%
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,733
shares
|
$264,964
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,600
shares
|
$252,070
0.01% of portfolio
|
Q2 2024
Reduced 10.5%
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,585
shares
|
$250,615
0.15% of portfolio
|
Q3 2024
Reduced 27.89%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,432
shares
|
$235,782
0.06% of portfolio
|
Q4 2023
New holding
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
2,419
shares
|
$234,522
0.0% of portfolio
|
Q4 2023
Reduced 17.21%
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
2,416
shares
|
$234,231
0.11% of portfolio
|
Q4 2023
New holding
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,348
shares
|
$227,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,268
shares
|
$219,882
0.0% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
2,221
shares
|
$215,325
0.08% of portfolio
|
Q1 2024
New holding
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,190
shares
|
$212,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,123
shares
|
$205,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,123
shares
|
$205,824
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,102
shares
|
$203,788
0.11% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
2,095
shares
|
$203,110
0.03% of portfolio
|
Q1 2024
New holding
|