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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,835
shares
|
$325,309
0.0% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,782
shares
|
$323,108
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,121
shares
|
$295,663
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
6,510
shares
|
$270,295
0.04% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,503
shares
|
$270,004
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,040
shares
|
$250,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,001
shares
|
$249,161
0.0% of portfolio
|
Q2 2025
Added 56.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,799
shares
|
$240,774
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,737
shares
|
$238,200
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,912
shares
|
$203,946
0.0% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,872
shares
|
$202,285
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
4,675
shares
|
$194,106
0.05% of portfolio
|
Q2 2024
Reduced 29.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,512
shares
|
$187,338
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,264
shares
|
$177,041
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,963
shares
|
$164,543
0.0% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,935
shares
|
$163,381
0.0% of portfolio
|
Q3 2022
Reduced 8.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,533
shares
|
$146,690
0.0% of portfolio
|
Q2 2025
Reduced 78.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,390
shares
|
$140,752
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$123,522
0.06% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,552
shares
|
$105,959
0.0% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2,323
shares
|
$96,450
0.02% of portfolio
|
Q2 2025
Added 69.81%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,256
shares
|
$93,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,960
shares
|
$81,379
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,843
shares
|
$76,521
0.0% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$69,753
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|