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 111 institutions that hold shares in the stock, with a total of 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
24,356
shares
|
$975,457
0.0% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
23,721
shares
|
$950,026
0.05% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
21,502
shares
|
$861,155
0.07% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
20,147
shares
|
$806,887
0.49% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
20,001
shares
|
$801,040
0.0% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,108
shares
|
$725,225
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
18,024
shares
|
$721,861
0.0% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,048
shares
|
$682,772
0.0% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,954
shares
|
$679,007
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
16,881
shares
|
$676,084
0.04% of portfolio
|
Q1 2022
Added 35.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,728
shares
|
$669,956
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
16,278
shares
|
$651,933
0.02% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$628,064
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
14,914
shares
|
$597,305
0.04% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
14,048
shares
|
$562,622
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
13,090
shares
|
$524,254
0.43% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,994
shares
|
$520,409
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
12,217
shares
|
$489,290
0.18% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11,589
shares
|
$464,139
0.02% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,447
shares
|
$458,452
0.0% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
11,296
shares
|
$452,404
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
9,506
shares
|
$380,715
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
9,228
shares
|
$369,581
0.23% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
8,752
shares
|
$350,517
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,211
shares
|
$328,850
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|