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 119 institutions that hold shares in the stock, with a total of 5.05 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,956
shares
|
$80,567
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,808
shares
|
$74,471
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
1,680
shares
|
$69,199
0.01% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,680
shares
|
$69,199
0.01% of portfolio
|
Q4 2022
Reduced 61.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,354
shares
|
$55,771
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,171
shares
|
$48,233
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,023
shares
|
$42,137
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
996
shares
|
$41,025
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
793
shares
|
$32,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
693
shares
|
$28,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
687
shares
|
$28,297
0.0% of portfolio
|
Q3 2025
Reduced 86.01%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
580
shares
|
$23,890
0.0% of portfolio
|
Q4 2023
Reduced 20.98%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
527
shares
|
$21,707
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
522
shares
|
$21,501
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
390
shares
|
$16,064
0.0% of portfolio
|
Q3 2025
Added 45.52%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
359
shares
|
$14,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
359
shares
|
$14,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
332
shares
|
$13,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
321
shares
|
$13,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
321
shares
|
$13,221
0.0% of portfolio
|
Q2 2022
Reduced 34.22%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
315
shares
|
$12,974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
281
shares
|
$11,574
0.0% of portfolio
|
Q3 2025
Reduced 47.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
265
shares
|
$10,915
0.0% of portfolio
|
Q3 2025
Added 26.19%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
256
shares
|
$10,544
0.0% of portfolio
|
Q2 2025
Reduced 43.86%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
215
shares
|
$8,855
0.0% of portfolio
|
Q3 2025
New holding
|
|