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 105 institutions that hold shares in the stock, with a total of 8.87 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
23,528
shares
|
$752,425
0.1% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
22,205
shares
|
$710,115
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
21,724
shares
|
$694,733
0.07% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,507
shares
|
$623,833
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
18,987
shares
|
$607,204
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,780
shares
|
$600,584
0.0% of portfolio
|
Q3 2024
Added 119.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
16,998
shares
|
$543,596
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
16,978
shares
|
$542,956
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
16,881
shares
|
$539,854
0.04% of portfolio
|
Q1 2022
Added 35.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
16,278
shares
|
$520,570
0.02% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
16,080
shares
|
$514,238
0.04% of portfolio
|
Q3 2024
Reduced 23.7%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$501,510
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,804
shares
|
$441,451
0.01% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
13,560
shares
|
$433,648
0.44% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,973
shares
|
$414,876
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
12,499
shares
|
$399,718
0.19% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12,265
shares
|
$392,234
0.0% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,089
shares
|
$354,626
0.0% of portfolio
|
Q3 2024
Reduced 23.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,464
shares
|
$334,638
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,453
shares
|
$334,286
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9,967
shares
|
$318,744
0.02% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,779
shares
|
$312,732
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
9,506
shares
|
$304,001
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,399
shares
|
$300,580
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
8,973
shares
|
$286,956
0.2% of portfolio
|
Q3 2024
Added 0.73%
|