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 116 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
27,092
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
21,367
shares
|
$868,995
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
21,342
shares
|
$867,979
0.04% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,096
shares
|
$735,964
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
17,399
shares
|
$707,617
0.46% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
17,323
shares
|
$704,526
0.0% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
17,176
shares
|
$698,547
0.03% of portfolio
|
Q2 2025
Added 5722.37%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
16,881
shares
|
$686,550
0.04% of portfolio
|
Q1 2022
Added 35.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
16,796
shares
|
$683,093
0.0% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
16,278
shares
|
$662,026
0.02% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$637,786
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
14,348
shares
|
$583,533
0.04% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,142
shares
|
$575,155
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,117
shares
|
$533,468
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
12,252
shares
|
$498,288
0.18% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,691
shares
|
$475,472
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
11,439
shares
|
$465,224
0.02% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
11,296
shares
|
$459,408
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
10,855
shares
|
$441,472
0.34% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
9,506
shares
|
$386,609
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
9,228
shares
|
$375,302
0.23% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
8,752
shares
|
$355,943
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
8,250
shares
|
$335,527
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
7,951
shares
|
$323,367
0.03% of portfolio
|
Q3 2025
Reduced 1.46%
|