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 $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,613,037
shares
|
$105 Million
0.02% of portfolio
|
Q2 2025
Reduced 52.58%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
245,027
shares
|
$9.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.93%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
199,641
shares
|
$8 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
190,463
shares
|
$7.63 Million
0.0% of portfolio
|
Q2 2025
Added 1017.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
185,685
shares
|
$7.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
148,570
shares
|
$5.95 Million
0.0% of portfolio
|
Q2 2025
Added 36.37%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
115,253
shares
|
$4.62 Million
0.51% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
114,875
shares
|
$4.6 Million
0.4% of portfolio
|
Q4 2022
Added 52.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
110,868
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
108,654
shares
|
$4.35 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
106,036
shares
|
$4.25 Million
0.0% of portfolio
|
Q2 2025
Added 234.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
102,092
shares
|
$4.09 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
98,654
shares
|
$3.95 Million
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
90,840
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
51,344
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
51,289
shares
|
$2.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
47,117
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
45,889
shares
|
$1.84 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
39,687
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,977
shares
|
$1.48 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
32,575
shares
|
$1.31 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
30,654
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
29,681
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
27,977
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
27,747
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.37%
|