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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,347
shares
|
$307,609
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
8,973
shares
|
$295,301
0.2% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
8,971
shares
|
$295,235
0.02% of portfolio
|
Q2 2024
Reduced 29.46%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Aug 14, 2024 Q2 2024 |
8,777
shares
|
$288,851
0.11% of portfolio
|
Q2 2024
Reduced 16.72%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
8,574
shares
|
$282,170
0.0% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
8,069
shares
|
$265,550
0.03% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,263
shares
|
$239,025
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
|
$214,013
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
6,290
shares
|
$207,003
0.04% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
5,142
shares
|
$169,223
0.0% of portfolio
|
Q2 2024
Added 38.15%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
4,675
shares
|
$153,854
0.05% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,512
shares
|
$148,489
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,438
shares
|
$146,054
0.0% of portfolio
|
Q3 2024
Reduced 36.06%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
3,935
shares
|
$129,500
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,179
shares
|
$104,620
0.0% of portfolio
|
Q2 2024
Added 71.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
3,156
shares
|
$103,863
0.0% of portfolio
|
Q2 2024
Added 567.23%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
2,975
shares
|
$97,907
0.06% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,715
shares
|
$89,350
0.0% of portfolio
|
Q2 2024
Added 74.37%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$55,288
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,634
shares
|
$53,774
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
1,433
shares
|
$47,160
0.01% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,371
shares
|
$45,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,347
shares
|
$44,329
0.0% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1,171
shares
|
$38,537
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
876
shares
|
$28,829
0.0% of portfolio
|
Q2 2024
Reduced 28.14%
|