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 107 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
8,812,855
shares
|
$285 Million
0.4% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Cutler Investment Counsel LLC
|
Apr 30, 2024 Q1 2024 |
314,905
shares
|
$10.2 Million
1.39% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
284,678
shares
|
$9.21 Million
0.5% of portfolio
|
Q1 2024
Reduced 33.07%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
233,815
shares
|
$7.56 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.8%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
204,919
shares
|
$6.63 Million
1.57% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
202,948
shares
|
$6.56 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
191,086
shares
|
$6.18 Million
0.01% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
126,163
shares
|
$4.08 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
114,875
shares
|
$3.72 Million
0.4% of portfolio
|
Q4 2022
Added 52.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
113,708
shares
|
$3.68 Million
0.01% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 06, 2024 Q1 2024 |
111,397
shares
|
$3.6 Million
1.34% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
83,564
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
71,436
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2024
Added 14.6%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2024 Q1 2024 |
65,003
shares
|
$2.1 Million
1.19% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 19, 2024 Q1 2024 |
64,485
shares
|
$2.09 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
56,393
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2024
Added 365.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
54,067
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2024
Added 756.44%
|
|
|
Wade Financial Advisory, Inc
|
May 13, 2024 Q1 2024 |
52,775
shares
|
$1.71 Million
0.63% of portfolio
|
Q1 2024
Reduced 38.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
47,774
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
Added 25.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
47,150
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2023
Added 81.63%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,977
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
32,798
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
31,317
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Added 6.11%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
29,498
shares
|
$953,965
0.23% of portfolio
|
Q1 2024
Added 17.54%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
28,704
shares
|
$928,287
0.0% of portfolio
|
Q1 2024
Added 83.86%
|
|