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 |
---|---|---|---|---|---|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
1,463
shares
|
$47,825
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,297
shares
|
$42,398
0.0% of portfolio
|
Q1 2024
Reduced 15.89%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
1,219
shares
|
$39,849
0.0% of portfolio
|
Q1 2024
Added 19.74%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1,171
shares
|
$38,279
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
593
shares
|
$19,385
0.0% of portfolio
|
Q4 2023
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
580
shares
|
$18,960
0.01% of portfolio
|
Q4 2023
Reduced 20.98%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
527
shares
|
$17,227
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
473
shares
|
$15,462
0.0% of portfolio
|
Q1 2024
Added 102.14%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
401
shares
|
$13,108
0.01% of portfolio
|
Q2 2023
New holding
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
347
shares
|
$11,343
0.0% of portfolio
|
Q1 2024
Added 468.85%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
338
shares
|
$11,049
0.0% of portfolio
|
Q3 2023
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
332
shares
|
$10,853
0.0% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
321
shares
|
$10,493
0.0% of portfolio
|
Q2 2022
Reduced 34.22%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
287
shares
|
$9,382
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
242
shares
|
$7,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
218
shares
|
$7,126
0.01% of portfolio
|
Q4 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
211
shares
|
$6,897
0.0% of portfolio
|
Q1 2023
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
206
shares
|
$6,734
0.0% of portfolio
|
Q2 2022
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
151
shares
|
$4,936
0.0% of portfolio
|
Q4 2021
New holding
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
146
shares
|
$4,772
0.0% of portfolio
|
Q4 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
139
shares
|
$4,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
118
shares
|
$3,857
0.0% of portfolio
|
Q1 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
118
shares
|
$3,857
0.0% of portfolio
|
Q4 2021
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 15, 2024 Q1 2024 |
100
shares
|
$3,269
0.0% of portfolio
|
Q4 2023
Reduced 87.83%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
96
shares
|
$3,138
0.0% of portfolio
|
Q1 2024
Reduced 58.44%
|