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 |
---|---|---|---|---|---|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,347
shares
|
$50,027
0.0% of portfolio
|
Q2 2024
Added 3.86%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,171
shares
|
$43,490
0.0% of portfolio
|
Q4 2022
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,020
shares
|
$37,882
0.0% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
580
shares
|
$21,541
0.0% of portfolio
|
Q4 2023
Reduced 20.98%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
527
shares
|
$19,572
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
519
shares
|
$19,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
468
shares
|
$17,381
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
456
shares
|
$16,935
0.0% of portfolio
|
Q3 2024
Reduced 47.95%
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
410
shares
|
$15,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
401
shares
|
$14,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
359
shares
|
$13,333
0.01% of portfolio
|
Q1 2025
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
342
shares
|
$12,701
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
338
shares
|
$12,553
0.0% of portfolio
|
Q3 2023
New holding
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
321
shares
|
$11,921
0.0% of portfolio
|
Q2 2022
Reduced 34.22%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
295
shares
|
$10,956
0.0% of portfolio
|
Q1 2025
Added 195.0%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
279
shares
|
$10,362
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
268
shares
|
$9,953
0.0% of portfolio
|
Q1 2025
Added 92.81%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
214
shares
|
$7,947
0.0% of portfolio
|
Q3 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
211
shares
|
$7,836
0.0% of portfolio
|
Q1 2023
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
206
shares
|
$7,650
0.0% of portfolio
|
Q2 2022
New holding
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
171
shares
|
$6,350
0.0% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
151
shares
|
$5,608
0.0% of portfolio
|
Q4 2021
New holding
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
146
shares
|
$5,422
0.0% of portfolio
|
Q4 2023
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
118
shares
|
$4,382
0.0% of portfolio
|
Q4 2021
New holding
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
100
shares
|
$3,714
0.0% of portfolio
|
Q1 2025
Reduced 29.08%
|