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 106 institutions that hold shares in the stock, with a total of 8.52 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
5,756,036
shares
|
$194 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
502,933
shares
|
$17 Million
0.0% of portfolio
|
Q4 2024
Added 107.76%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
203,816
shares
|
$6.88 Million
1.33% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
196,659
shares
|
$6.64 Million
0.79% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
190,594
shares
|
$6.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
114,875
shares
|
$3.88 Million
0.4% of portfolio
|
Q4 2022
Added 52.69%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
114,232
shares
|
$3.86 Million
1.18% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
96,607
shares
|
$3.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
92,649
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
77,067
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 71.64%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
62,980
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
47,713
shares
|
$1.61 Million
0.51% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
37,111
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,977
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
35,812
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,862
shares
|
$1.14 Million
0.24% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,253
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
32,115
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
30,406
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
27,819
shares
|
$939,169
0.0% of portfolio
|
Q4 2024
Reduced 23.15%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$862,432
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
24,409
shares
|
$824,047
0.1% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
23,721
shares
|
$800,820
0.05% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
23,602
shares
|
$796,803
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
21,565
shares
|
$728,034
0.06% of portfolio
|
Q4 2024
Reduced 0.73%
|