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 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,972
shares
|
$344,068
0.18% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,933
shares
|
$339,553
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,926
shares
|
$338,743
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,892
shares
|
$334,806
0.05% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,874
shares
|
$332,722
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,831
shares
|
$327,744
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,798
shares
|
$323,924
0.11% of portfolio
|
Q4 2022
Reduced 33.35%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,772
shares
|
$320,914
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,716
shares
|
$314,431
0.06% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,674
shares
|
$309,568
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
2,585
shares
|
$299,265
0.16% of portfolio
|
Q3 2024
Reduced 27.89%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,585
shares
|
$299,265
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
2,419
shares
|
$280,047
0.0% of portfolio
|
Q4 2023
Reduced 17.21%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,418
shares
|
$279,931
0.01% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,357
shares
|
$272,869
0.0% of portfolio
|
Q2 2025
Added 292.83%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,336
shares
|
$270,438
0.02% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,298
shares
|
$266,039
0.0% of portfolio
|
Q2 2025
Reduced 35.32%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,250
shares
|
$260,482
0.24% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
2,221
shares
|
$257,125
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,194
shares
|
$253,999
0.0% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,190
shares
|
$253,536
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,123
shares
|
$245,779
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,102
shares
|
$243,348
0.11% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
2,095
shares
|
$242,538
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,095
shares
|
$242,538
0.03% of portfolio
|
Q3 2024
New holding
|