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 197 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $769 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
47,900
shares
|
$5.12 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
39,297
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
37,121
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
36,913
shares
|
$3.95 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
32,956
shares
|
$3.53 Million
1.39% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
32,482
shares
|
$3.48 Million
2.19% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
30,825
shares
|
$3.3 Million
1.98% of portfolio
|
Q3 2023
Added 4.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,792
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,932
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
26,650
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
26,468
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,953
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
25,488
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
24,275
shares
|
$2.6 Million
0.16% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
22,954
shares
|
$2.46 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
22,748
shares
|
$2.43 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
21,649
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
20,121
shares
|
$2.15 Million
0.21% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,696
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
17,161
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
16,996
shares
|
$1.82 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
16,755
shares
|
$1.79 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,741
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
16,690
shares
|
$1.79 Million
0.81% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,437
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.81%
|