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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
7,853
shares
|
$319,381
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,835
shares
|
$318,649
0.0% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,782
shares
|
$316,493
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,121
shares
|
$289,611
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
7,084
shares
|
$288,106
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,552
shares
|
$266,469
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$264,477
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,992
shares
|
$243,694
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,799
shares
|
$235,845
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,737
shares
|
$233,323
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,940
shares
|
$200,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,872
shares
|
$198,144
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
4,675
shares
|
$190,132
0.05% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,512
shares
|
$183,503
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,264
shares
|
$173,416
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,963
shares
|
$161,175
0.0% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,935
shares
|
$160,036
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,533
shares
|
$143,687
0.0% of portfolio
|
Q2 2025
Reduced 78.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,390
shares
|
$137,871
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$120,993
0.06% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,552
shares
|
$103,789
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2,323
shares
|
$94,476
0.02% of portfolio
|
Q2 2025
Added 69.81%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,256
shares
|
$91,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,960
shares
|
$79,713
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,808
shares
|
$73,531
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|