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 8.2 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,211
shares
|
$304,956
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
7,831
shares
|
$290,843
0.03% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
7,724
shares
|
$286,869
0.0% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,585
shares
|
$281,706
0.0% of portfolio
|
Q1 2025
Added 26.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,113
shares
|
$264,176
0.0% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$241,521
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
6,451
shares
|
$239,590
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,047
shares
|
$224,585
0.0% of portfolio
|
Q1 2025
Reduced 58.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,040
shares
|
$224,325
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,034
shares
|
$224,102
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,755
shares
|
$213,740
0.0% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,912
shares
|
$182,431
0.0% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,872
shares
|
$180,946
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
4,675
shares
|
$173,629
0.04% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,512
shares
|
$167,575
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,935
shares
|
$146,145
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,340
shares
|
$124,047
0.0% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,308
shares
|
$122,859
0.0% of portfolio
|
Q1 2025
Added 6261.54%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
2,975
shares
|
$110,491
0.06% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,552
shares
|
$94,781
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,959
shares
|
$72,757
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,873
shares
|
$69,563
0.0% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$62,395
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,368
shares
|
$50,807
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,363
shares
|
$50,621
0.0% of portfolio
|
Q1 2025
Reduced 7.15%
|