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 117 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,110
shares
|
$334,050
0.0% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,985
shares
|
$328,902
0.0% of portfolio
|
Q3 2025
Added 37.7%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
7,951
shares
|
$327,501
0.03% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,874
shares
|
$324,330
0.0% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
7,853
shares
|
$323,465
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,782
shares
|
$320,540
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
7,084
shares
|
$291,789
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,552
shares
|
$269,876
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$267,858
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,992
shares
|
$246,810
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,737
shares
|
$236,307
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,334
shares
|
$219,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,016
shares
|
$206,609
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
4,675
shares
|
$192,563
0.05% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,568
shares
|
$188,155
0.0% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,512
shares
|
$185,849
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,237
shares
|
$174,522
0.0% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,935
shares
|
$162,082
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,975
shares
|
$122,540
0.06% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,963
shares
|
$122,045
0.0% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,944
shares
|
$121,263
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,793
shares
|
$115,043
0.0% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,573
shares
|
$105,981
0.0% of portfolio
|
Q3 2025
Reduced 47.19%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,568
shares
|
$105,775
0.0% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,956
shares
|
$80,567
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|