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 8.83 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,038,612
shares
|
$197 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
271,780
shares
|
$8.87 Million
0.0% of portfolio
|
Q3 2024
Added 153.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
258,327
shares
|
$8.43 Million
0.0% of portfolio
|
Q3 2024
Added 142.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
242,070
shares
|
$7.9 Million
0.0% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
203,816
shares
|
$6.65 Million
1.33% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
196,659
shares
|
$6.42 Million
0.79% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
191,643
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
114,875
shares
|
$3.75 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
|
$3.73 Million
1.18% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
97,010
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
88,298
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
62,980
shares
|
$2.05 Million
0.25% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
62,221
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 62.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,250
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2024
Reduced 58.85%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
47,713
shares
|
$1.56 Million
0.51% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,977
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
36,201
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 33.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
34,152
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
33,637
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 63.45%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33,084
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
32,115
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,170
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
30,493
shares
|
$994,681
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$833,310
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
23,721
shares
|
$773,779
0.05% of portfolio
|
Q3 2024
Reduced 2.4%
|