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Disclosery

PDN INVESCO EXCH TRADED FD TR II

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ETF (fund)

101 managers (102 13F filers) reported a position in PDN shares at 2025-03-31, 8,072,361 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
101
13F filers
102
New
9
Added
35
Reduced
31
Sold out
7
Shares held by filers
8,072,361

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Charles Schwab Trust Cogroup of 2 filers holding5,541,756$186M-246,395Timeline
Invesco Ltd.in group Invesco Ltd.461,670$15.5M<0.01%-41,26313F-HRTimelineGroup
Opes Wealth Management LLC199,681$6.68M1.35%-4,13513F-HRTimeline
HighTower Advisors, LLC187,329$6.27M0.01%-3,26513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC136,003$4.55M0.55%-60,65613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV110,364$3.69M1.27%-3,86813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC108,947$3.65M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS108,662$3.64M0.01%+12,05513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC94,178$3.15M<0.01%+1,52913F-HRTimelineGroup
Robinswood Financial LLC92,277$3.09M1.14%-2,69613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…91,469$3.06M0.01%+14,40213F-HRTimelineGroup
FLOW TRADERS U.S. LLC56,879$1.9M0.08%new13F-HRTimeline
KWB Wealth56,415$1.78M0.22%-6,56513F-HRTimeline
Wade Financial Advisory, Inc45,889$1.54M0.53%-1,82413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,158$1.51M<0.01%+9,34613F-HR/ATimelineGroup
Modern Wealth Management, LLC44,988$1.51M0.05%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY43,459$1.45M<0.01%+6,34813F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC33,146$1.11M0.23%-71613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,691$1.06M<0.01%+13,30513F-HR/ATimelineGroup
Creative Planningin group Creative Planning30,957$1.04M<0.01%+3,13813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,184$977K<0.01%-1,22213F-HRTimelineGroup
L & S Advisors Inc25,392$850K0.1%+98313F-HRTimeline
CIBC WORLD MARKET INC.24,356$815K<0.01%+75413F-HRTimeline
Klingman & Associates, LLC23,721$794K0.05%013F-HRTimeline
SMITH, MOORE & CO.21,502$720K0.07%-6313F-HRTimeline
Beckerman Institutional, LLC20,147$674K0.49%+1,37813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,001$670K<0.01%-12,25213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,108$606K<0.01%-76713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,024$603K<0.01%+93213F-HRTimelineGroup
LPL Financial LLC17,048$571K<0.01%+1,80913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,954$568K<0.01%-46213F-HRTimelineGroup
Callan Capital, LLC16,881$565K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,728$560K<0.01%+36513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…16,278$545K0.02%013F-HRTimeline
Asset Dedication, LLC14,914$499K0.04%-28213F-HRTimeline
Williams & Novak Wealth Management, LLC14,320$480K0.47%+96013F-HRTimeline
Sequoia Financial Advisors, LLC14,048$470K<0.01%+9013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,177$441K<0.01%+33813F-HR/ATimelineGroup
Cetera Investment Advisers12,994$435K<0.01%+913F-HRTimeline
Sensible Money, LLC12,217$409K0.18%-28213F-HRTimeline
CoreCap Advisors, LLC11,589$388K0.02%+94113F-HRTimeline
Mariner, LLCin group Mariner, LLC11,447$383K<0.01%+1,00713F-HRTimelineGroup
Westmount Partners, LLC11,296$378K0.12%new13F-HRTimeline
Index Fund Advisors, Inc.9,506$318K0.02%013F-HRTimeline
Efficient Frontier Advisors LLC9,142$306K0.2%+7313F-HRTimeline
FMR LLCin group FMR LLC9,131$306K<0.01%+41913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC9,036$302K0.02%-1,14513F-HRTimeline
CFS Investment Advisory Services, LLC8,211$275K0.02%-26513F-HRTimeline
Summit Financial Strategies, Inc.7,831$262K0.03%-23813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,724$259K<0.01%-1,15013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,585$254K<0.01%+1,60413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,113$238K<0.01%-36913F-HRTimelineGroup
CFO4Life Group, LLC6,451$216K0.04%+5113F-HRTimeline
UBS Group AGin group UBS Group AG6,047$202K<0.01%-8,39013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC6,040$202K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC6,034$202K<0.01%+1313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,755$193K<0.01%+70413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,912$164K<0.01%+1,89613F-HRTimelineGroup
MAI Capital Management4,872$163K<0.01%+613F-HRTimeline
Parallel Advisors, LLC3,935$132K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,823$129K<0.01%+77913F-HR/ATimelineGroup
Allworth Financial LP3,340$116K<0.01%-26613F-HRTimeline
IFP Advisors, Inc3,308$111K<0.01%+3,25613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,975$99.6K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,552$77.7K<0.01%+1,23213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,959$65.6K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC1,873$63K<0.01%-2713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,363$46K<0.01%-10513F-HRTimelineGroup
Bell Investment Advisors, Inc1,368$45.8K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,347$42.6K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,020$34.1K<0.01%-26613F-HRTimelineGroup
Versant Capital Management, Inc580$19.4K<0.01%013F-HRTimeline
LRI Investments, LLC527$17.6K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC519$17K<0.01%013F-HRTimelineGroup
Bristlecone Advisors, LLC468$15.7K<0.01%+413F-HRTimeline
Qube Research & Technologies Ltd456$15.3K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC410$13.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…401$13.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC359$12K0.01%new13F-HRTimeline
Clearstead Advisors, LLC342$11.4K<0.01%+213F-HRTimeline
BLAIR WILLIAM & CO/IL338$11.3K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA321$10.7K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC295$9.88K<0.01%+19513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC268$8.97K<0.01%+12913F-HRTimeline
TruNorth Capital Management, LLC214$7.16K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC211$7.08K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC206$6.9K<0.01%013F-HRTimeline
AE Wealth Management LLC171$5.72K<0.01%-16513F-HRTimeline
Capital Investment Advisory Services, L…151$5.05K<0.01%013F-HRTimeline
BFSG, LLC146$4.89K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100$3.35K<0.01%-4113F-HRTimelineGroup
Farther Finance Advisors, LLC71$2.38K<0.01%-53313F-HRTimeline
FSA Wealth Management LLC68$2.28K<0.01%013F-HRTimeline
Fairway Wealth LLC67$2.24K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…54$1.81K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.51$1.71K<0.01%013F-HRTimeline
NorthRock Partners, LLC34$1.14K<0.01%new13F-HRTimeline
Aspect Partners, LLC21$703<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$335<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC5$167<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.