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 104 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $369 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
8,447,709
shares
|
$278 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jul 30, 2024 Q2 2024 |
320,783
shares
|
$10.6 Million
1.41% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
221,669
shares
|
$7.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
202,424
shares
|
$6.66 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
190,744
shares
|
$6.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
131,845
shares
|
$4.34 Million
0.21% of portfolio
|
Q2 2024
Reduced 53.69%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
124,309
shares
|
$4.09 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
116,004
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
114,875
shares
|
$3.78 Million
0.4% of portfolio
|
Q4 2022
Added 52.69%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
113,223
shares
|
$3.73 Million
1.41% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
107,335
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2024
Added 90.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
106,742
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 47.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
84,139
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
62,142
shares
|
$2.05 Million
0.27% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
46,928
shares
|
$1.54 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
38,250
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,977
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
36,201
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 33.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
35,385
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
32,660
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,170
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
31,069
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2024
Added 5.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
30,622
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$840,718
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
24,305
shares
|
$799,877
0.05% of portfolio
|
Q2 2024
Reduced 6.54%
|