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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$68,325
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,357
shares
|
$55,189
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,171
shares
|
$47,624
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
996
shares
|
$40,507
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
793
shares
|
$32,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
693
shares
|
$28,184
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
687
shares
|
$27,940
0.0% of portfolio
|
Q3 2025
Reduced 86.01%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
580
shares
|
$23,588
0.0% of portfolio
|
Q4 2023
Reduced 20.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
536
shares
|
$21,799
0.0% of portfolio
|
Q2 2025
Added 56.73%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
527
shares
|
$21,433
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
519
shares
|
$21,107
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
359
shares
|
$14,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
359
shares
|
$14,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
338
shares
|
$13,746
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
332
shares
|
$13,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
321
shares
|
$13,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
321
shares
|
$13,055
0.0% of portfolio
|
Q2 2022
Reduced 34.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
279
shares
|
$11,346
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
268
shares
|
$10,899
0.0% of portfolio
|
Q1 2025
Added 92.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
265
shares
|
$10,777
0.0% of portfolio
|
Q3 2025
Added 26.19%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
256
shares
|
$10,411
0.0% of portfolio
|
Q2 2025
Reduced 43.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
214
shares
|
$8,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
211
shares
|
$8,581
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
206
shares
|
$8,378
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
171
shares
|
$6,954
0.0% of portfolio
|
Q1 2025
Reduced 49.11%
|