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 108 institutions that hold shares in the stock, with a total of 5.36 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
26,532
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
23,721
shares
|
$984,895
0.05% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
21,367
shares
|
$887,157
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
19,476
shares
|
$808,643
0.5% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
18,539
shares
|
$769,739
0.0% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
17,323
shares
|
$719,250
0.0% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
17,176
shares
|
$713,147
0.03% of portfolio
|
Q2 2025
Added 5722.37%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
16,881
shares
|
$700,899
0.04% of portfolio
|
Q1 2022
Added 35.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
16,796
shares
|
$697,369
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
|
$675,862
0.02% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$651,116
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,346
shares
|
$637,165
0.0% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
14,348
shares
|
$595,728
0.04% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,117
shares
|
$544,617
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
13,090
shares
|
$543,496
0.43% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
12,252
shares
|
$508,703
0.18% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
11,947
shares
|
$496,039
0.02% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,691
shares
|
$485,410
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
11,296
shares
|
$469,009
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
9,506
shares
|
$394,689
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
9,228
shares
|
$383,146
0.23% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
8,752
shares
|
$363,383
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
8,069
shares
|
$335,024
0.03% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
7,839
shares
|
$325,475
0.02% of portfolio
|
Q2 2025
Reduced 4.53%
|