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 111 institutions that hold shares in the stock, with a total of 8.17 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
5,510,044
shares
|
$206 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
461,670
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
199,681
shares
|
$7.48 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
187,329
shares
|
$7.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
136,003
shares
|
$5.09 Million
0.56% of portfolio
|
Q1 2025
Reduced 30.84%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
114,875
shares
|
$4.3 Million
0.4% of portfolio
|
Q4 2022
Added 52.69%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
110,364
shares
|
$4.13 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
108,947
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
108,662
shares
|
$4.07 Million
0.01% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
94,178
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
91,469
shares
|
$3.43 Million
0.0% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
56,879
shares
|
$2.13 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
56,415
shares
|
$2.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
45,889
shares
|
$1.72 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
45,158
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 26.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
44,988
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
43,459
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,977
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
33,146
shares
|
$1.24 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
31,712
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,691
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 72.36%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,957
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
29,184
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$956,697
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
25,392
shares
|
$950,930
0.12% of portfolio
|
Q1 2025
Added 4.03%
|