Institutional Ownership Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $906 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
63,878
shares
|
$7.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
46,602
shares
|
$5.4 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
40,320
shares
|
$4.67 Million
0.01% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
37,078
shares
|
$4.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
36,913
shares
|
$4.28 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
36,050
shares
|
$4.18 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
32,656
shares
|
$3.78 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
32,596
shares
|
$3.78 Million
2.14% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
31,102
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
30,825
shares
|
$3.57 Million
1.98% of portfolio
|
Q3 2023
Added 4.27%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,558
shares
|
$3.42 Million
0.01% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
27,208
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
26,275
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
25,488
shares
|
$2.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
25,390
shares
|
$2.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
24,977
shares
|
$2.89 Million
1.16% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,076
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
22,665
shares
|
$2.63 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
22,585
shares
|
$2.62 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
22,583
shares
|
$2.62 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
20,121
shares
|
$2.33 Million
0.22% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
18,951
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
18,896
shares
|
$2.19 Million
0.63% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,951
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Added 9603.24%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
17,309
shares
|
$2.01 Million
0.66% of portfolio
|
Q4 2024
New holding
|