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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
580
shares
|
$19,087
0.0% of portfolio
|
Q4 2023
Reduced 20.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
542
shares
|
$17,837
0.0% of portfolio
|
Q3 2024
Added 5922.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
527
shares
|
$17,343
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
519
shares
|
$17,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
459
shares
|
$15,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
401
shares
|
$13,196
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
373
shares
|
$12,275
0.0% of portfolio
|
Q2 2024
Added 273.0%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
338
shares
|
$11,123
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
335
shares
|
$11,024
0.0% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
334
shares
|
$10,991
0.0% of portfolio
|
Q3 2024
Reduced 85.75%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
321
shares
|
$10,564
0.0% of portfolio
|
Q2 2022
Reduced 34.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
274
shares
|
$9,017
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
242
shares
|
$7,964
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
214
shares
|
$7,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
211
shares
|
$6,944
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
206
shares
|
$6,779
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
151
shares
|
$4,969
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
146
shares
|
$4,804
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
139
shares
|
$4,574
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
118
shares
|
$3,883
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
118
shares
|
$3,883
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
96
shares
|
$3,159
0.0% of portfolio
|
Q1 2024
Reduced 58.44%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
72
shares
|
$2,369
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
66
shares
|
$2,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
54
shares
|
$1,777
0.0% of portfolio
|
Q2 2024
New holding
|