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 195 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,852
shares
|
$433,773
0.08% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,830
shares
|
$431,296
0.1% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,824
shares
|
$430,620
0.01% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,755
shares
|
$422,850
0.0% of portfolio
|
Q3 2023
Added 2.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,746
shares
|
$421,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,678
shares
|
$414,179
0.17% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,487
shares
|
$392,671
0.0% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
3,454
shares
|
$388,954
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
3,450
shares
|
$388,504
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
3,297
shares
|
$371,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
3,235
shares
|
$364,293
0.26% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,200
shares
|
$360,352
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,196
shares
|
$359,901
0.0% of portfolio
|
Q4 2023
Reduced 14.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,146
shares
|
$354,271
0.0% of portfolio
|
Q3 2024
Reduced 57.46%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
3,072
shares
|
$345,937
0.19% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,000
shares
|
$337,830
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,984
shares
|
$336,028
0.0% of portfolio
|
Q3 2024
Reduced 76.12%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,933
shares
|
$330,285
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,898
shares
|
$326,343
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,892
shares
|
$325,668
0.05% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,889
shares
|
$325,330
0.0% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,874
shares
|
$323,641
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,798
shares
|
$315,082
0.12% of portfolio
|
Q4 2022
Reduced 33.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,731
shares
|
$307,537
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,600
shares
|
$292,786
0.01% of portfolio
|
Q2 2024
Reduced 10.5%
|