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 107 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
9,506
shares
|
$310,751
0.02% of portfolio
|
Q4 2021
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
9,301
shares
|
$304,049
0.0% of portfolio
|
Q1 2024
Added 4.53%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
9,286
shares
|
$303,559
0.0% of portfolio
|
Q1 2024
Added 0.42%
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Apr 03, 2024 Q1 2024 |
8,828
shares
|
$288,587
0.23% of portfolio
|
Q1 2024
Added 0.52%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
8,755
shares
|
$286,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
8,487
shares
|
$277,440
0.02% of portfolio
|
Q4 2023
Reduced 1.79%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
8,331
shares
|
$272,340
0.0% of portfolio
|
Q1 2024
Reduced 13.59%
|
|
Summit Financial Strategies, Inc.
|
May 09, 2024 Q1 2024 |
8,069
shares
|
$263,775
0.04% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
7,934
shares
|
$259,362
0.0% of portfolio
|
Q1 2024
Reduced 7.15%
|
|
Clarius Group, LLC
Seattle, WA |
Apr 17, 2024 Q1 2024 |
7,004
shares
|
$228,960
0.02% of portfolio
|
Q1 2024
Reduced 42.64%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 12, 2024 Q1 2024 |
6,908
shares
|
$225,822
0.14% of portfolio
|
Q1 2024
Added 3.27%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
6,612
shares
|
$216,146
0.0% of portfolio
|
Q1 2024
Reduced 14.75%
|
|
Access Investment Management LLC
Atlanta, GA |
May 01, 2024 Q1 2024 |
6,600
shares
|
$215,753
0.07% of portfolio
|
Q4 2023
New holding
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
6,519
shares
|
$213,106
0.03% of portfolio
|
Q4 2023
New holding
|
|
Cfo4 Life Group, LLC
|
May 06, 2024 Q1 2024 |
6,237
shares
|
$203,887
0.04% of portfolio
|
Q1 2024
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
4,512
shares
|
$147,497
0.02% of portfolio
|
Q4 2023
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
3,935
shares
|
$128,635
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
3,722
shares
|
$121,672
0.0% of portfolio
|
Q1 2024
Reduced 6.95%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 13, 2024 Q1 2024 |
2,975
shares
|
$97,252
0.07% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,964
shares
|
$64,203
0.0% of portfolio
|
Q1 2024
Added 11.09%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,859
shares
|
$60,770
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$54,919
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
1,643
shares
|
$53,709
0.02% of portfolio
|
Q2 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,557
shares
|
$50,898
0.0% of portfolio
|
Q1 2024
Added 26.69%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,515
shares
|
$49,525
0.0% of portfolio
|
Q1 2024
Added 0.53%
|