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 104 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $369 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
24,130
shares
|
$794,118
0.1% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
21,724
shares
|
$714,936
0.07% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
21,433
shares
|
$705,360
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
20,579
shares
|
$677,254
0.0% of portfolio
|
Q2 2024
Added 74.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
19,223
shares
|
$632,628
0.0% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
18,987
shares
|
$624,862
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
17,719
shares
|
$583,132
0.0% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Oct 22, 2024 Q2 2024 |
16,881
shares
|
$555,553
0.04% of portfolio
|
Q1 2022
Added 35.3%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
16,747
shares
|
$551,143
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
16,278
shares
|
$535,708
0.03% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
16,080
shares
|
$529,192
0.04% of portfolio
|
Q3 2024
Reduced 23.7%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$516,094
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
15,099
shares
|
$496,908
0.26% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
15,063
shares
|
$495,723
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,546
shares
|
$478,708
0.0% of portfolio
|
Q2 2024
Reduced 73.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,804
shares
|
$454,289
0.01% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
13,560
shares
|
$446,259
0.44% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
13,079
shares
|
$430,429
0.0% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
12,499
shares
|
$411,342
0.19% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
11,598
shares
|
$381,690
0.0% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
10,423
shares
|
$343,020
0.04% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
10,130
shares
|
$333,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9,967
shares
|
$328,013
0.02% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
9,603
shares
|
$316,034
0.0% of portfolio
|
Q2 2024
Added 3.25%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
9,506
shares
|
$312,842
0.02% of portfolio
|
Q4 2021
New holding
|