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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) Institutional Ownership

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF logo
$13.57 -0.03 (-0.22%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)

Number of
Institutional Buyers
(last 12 months)
238
Total
Institutional Inflows
(last 12 months)
$522.80M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$483.05M
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PDBC Institutional Buying and Selling by Quarter

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Duncan Williams Asset Management LLC12,529$163K0.1%-45.9%0.004%
1/21/2025Flagship Harbor Advisors LLC76,246$990K0.1%-75.1%0.023%
1/21/2025Geneos Wealth Management Inc.56,708$737K0.0%-6.0%0.017%
1/21/2025DGS Capital Management LLC26,527$345K0.1%+2.9%0.008%
1/21/2025Wealth Management Resources Inc.195,798$2.54M0.9%-45.5%0.060%
1/21/2025Impact Partnership Wealth LLC318,854$4.14M0.8%-19.4%0.097%
1/21/2025RFG Advisory LLC62,249$809K0.0%+11.4%0.020%
1/17/2025 Key Client Fiduciary Advisors LLC24,555$319K0.1%+5.1%0.008%
1/17/2025 Echo45 Advisors LLC790,202$10.31M6.8%-26.0%0.249%
1/17/2025 Janney Montgomery Scott LLC33,819$439K0.0%-2.7%0.011%
1/17/2025 Evolution Wealth Advisors LLC214,771$2.79M0.5%-61.5%0.068%
1/17/2025 Janney Capital Management LLC893,339$11.60M0.8%-6.2%0.282%
1/17/2025 Magnus Financial Group LLC361,521$4.70M0.5%-59.0%0.114%
1/17/2025 Nisa Investment Advisors LLC644,900$8.38M0.0%N/A0.203%
1/17/2025 Olympus Wealth Management LLC209,946$2.73M1.0%N/A0.066%
1/17/2025 Aspire Private Capital LLC46,071$598K0.1%+9.6%0.015%
1/17/2025 Commons Capital LLC29,753$386K0.3%N/A0.009%
1/17/2025 Atomi Financial Group Inc.28,130$365K0.0%+11.2%0.009%
1/16/2025 Koshinski Asset Management Inc.83,083$1.08M0.0%-1.9%0.026%
1/16/2025 UMB Bank n.a.38,307$498K0.0%-7.4%0.012%
1/16/2025 Evanson Asset Management LLC38,590$501K0.0%+4.5%0.012%
1/15/2025 J2 Capital Management Inc92,549$1.20M1.1%N/A0.029%
1/15/2025 Ameritas Advisory Services LLC323,731$4.21M0.1%+0.7%0.103%
1/15/2025 Trust Co. of Vermont4,489$58K0.0%+40.8%0.001%
1/15/2025 Alhambra Investment Management LLC45,601$592K0.3%-6.2%0.014%
1/15/2025 ALM First Financial Advisors LLC439,346$5.71M1.3%+19.1%0.139%
1/15/2025 Sard Wealth Management Group LLC16,065$209K0.1%-20.9%0.005%
1/15/2025 Bennett Associates Wealth Management191,827$2.49M2.1%-5.1%0.061%
1/14/2025 Roble Belko & Company Inc69,907$908K0.1%+13.5%0.022%
1/14/2025 Park Avenue Securities LLC1,927,133$25.03M0.3%+2.5%0.611%
1/14/2025 Accurate Wealth Management LLC29,596$398K0.1%+31.3%0.009%
1/14/2025 Integrated Capital Management Inc.687,324$8.93M7.1%+4.6%0.218%
1/14/2025 Signal Advisors Wealth LLC13,096$170K0.0%+30.0%0.004%
1/13/2025 Marion Wealth Management878,866$11.42M3.0%-3.6%0.279%
1/13/2025 Northstar Advisory Group LLC13,152$171K0.1%N/A0.004%
1/13/2025 Brookstone Capital Management397,990$5.17M0.1%+4.3%0.126%
1/10/2025 Wealth Enhancement Advisory Services LLC1,040,976$13.98M0.0%-0.4%0.333%
1/8/2025 Innova Wealth Partners159,212$2.07M1.3%N/A0.051%
12/26/2024JPMorgan Chase & Co.506,872$6.81M0.0%-0.6%0.152%
12/19/2024Principal Financial Group Inc.658,320$8.84M0.0%+8.0%0.197%
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12/13/2024B. Riley Wealth Advisors Inc.293,120$4M0.1%-9.1%0.088%
12/10/2024DGS Capital Management LLC25,788$346K0.1%-2.9%0.008%
12/6/2024Fidelity D & D Bancorp Inc.12,777$172K0.1%-53.9%0.004%
11/25/2024Sanctuary Advisors LLC215,943$2.94M0.0%N/A0.065%
11/19/2024Discipline Wealth Solutions LLC18,421$247K0.1%N/A0.006%
11/19/2024M&T Bank Corp884,249$11.88M0.0%-6.9%0.265%
11/18/2024Arete Wealth Advisors LLC290,696$3.90M0.3%+955.7%0.087%
11/15/2024M&T Bank Corp884,249$11.88M0.0%-6.9%0.265%
11/15/2024Executive Wealth Management LLC452,596$6.08M0.5%+2.9%0.135%
11/15/2024Continuum Advisory LLC92,514$1.23M0.2%+18.6%0.028%
11/15/2024Nomura Asset Management Co. Ltd.362,200$4.86M0.0%+11.9%0.108%
11/15/2024MML Investors Services LLC1,336,882$17.95M0.1%-5.6%0.400%
11/15/2024Orion Portfolio Solutions LLC34,663$466K0.0%-52.9%0.010%
11/15/2024Zacks Investment Management128,893$1.73M0.0%+6.5%0.039%
11/15/2024Zega Financial LLC40,981$550K0.1%+159.4%0.012%
11/15/2024Jane Street Group LLC38,414$516K0.0%-82.0%0.011%
11/15/2024State Street Corp586,203$7.87M0.0%+6.6%0.175%
11/15/2024HighTower Advisors LLC117,123$1.57M0.0%-56.7%0.035%
11/15/2024Hilltop Holdings Inc.87,599$1.18M0.1%-25.0%0.026%
11/15/2024Benjamin Edwards Inc.39,492$530K0.0%N/A0.012%
11/14/2024Tradition Wealth Management LLC12,686$170K0.0%-7.9%0.004%
11/14/2024Captrust Financial Advisors66,152$888K0.0%-90.5%0.020%
11/14/2024Rockefeller Capital Management L.P.125,533$1.69M0.0%+5.1%0.038%
11/14/2024CreativeOne Wealth LLC180,893$2.43M0.1%+12.0%0.054%
11/13/2024Freedom Investment Management Inc.91,171$1.22M0.1%-23.5%0.027%
11/13/2024Townsquare Capital LLC53,293$716K0.0%+68.6%0.016%
11/13/2024BNP Paribas Financial Markets2,075,200$27.87M0.0%+62.5%0.621%
11/13/2024Avestar Capital LLC55,000$739K0.1%-59.5%0.016%
11/13/2024FMR LLC3,789,455$50.89M0.0%+36.8%1.134%
11/13/2024D.A. Davidson & CO.14,149$190K0.0%+11.9%0.004%
11/13/2024The Manufacturers Life Insurance Company1,226,486$16.47M0.0%-31.4%0.367%
11/13/2024Private Trust Co. NA4,637$62K0.0%+80.4%0.001%
11/13/2024Hancock Whitney Corp385,986$5.18M0.2%+8.3%0.115%
11/13/2024Bedell Frazier Investment Counselling LLC381,030$5.12M1.2%+2.1%0.114%
11/12/2024Centaurus Financial Inc.11,097$149K0.0%-39.3%0.003%
11/12/2024Larson Financial Group LLC12,140$163K0.0%+162.1%0.004%
11/12/2024Penserra Capital Management LLC171,790$2.31M0.0%-81.0%0.051%
11/12/2024Great Valley Advisor Group Inc.10,355$139K0.0%N/A0.003%
11/12/2024Flagstar Advisors Inc.39,537$531K0.1%-29.7%0.012%
11/12/2024GenTrust LLC111,073$1.49M0.1%-0.8%0.033%
11/12/2024Meridian Wealth Management LLC20,163$271K0.0%-11.1%0.006%
11/12/2024Nwam LLC95,300$1.28M0.1%N/A0.029%
11/12/2024GM Advisory Group LLC2,214,930$29.75M1.8%-0.2%0.663%
11/12/202449 Wealth Management LLC1,200,694$16.13M2.6%+26.3%0.359%
11/12/2024Charles Schwab Investment Management Inc.6,241,416$83.82M0.0%+6.2%1.867%
11/12/2024 Integrated Investment Consultants LLC25,444$342K0.0%N/A0.008%
11/9/2024Tradewinds LLC.62,149$835K0.3%N/A0.019%
11/8/2024Briaud Financial Planning Inc1,650,044$22.16M11.4%+43.1%0.494%
11/8/2024Prospera Financial Services Inc26,258$353K0.0%-35.2%0.008%
11/7/2024 Whalen Wealth Management Inc.86,688$1.16M0.8%N/A0.026%
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11/7/2024TrinityPoint Wealth LLC11,695$157K0.0%-9.7%0.003%
11/7/2024Thrivent Financial for Lutherans12,430$167K0.0%-25.7%0.004%
11/6/2024 Evolution Wealth Advisors LLC557,466$7.49M1.3%-0.4%0.167%
11/6/2024Northeast Financial Group Inc.263,757$3.54M1.3%N/A0.079%
11/6/2024OneDigital Investment Advisors LLC14,134$190K0.0%-21.8%0.004%
11/6/2024Lifeworks Advisors LLC118,884$1.60M0.3%N/A0.036%
11/6/2024Endowment Wealth Management Inc.25,904$348K0.2%+3.3%0.008%
11/5/2024Empower Advisory Group LLC26,384,106$354.34M1.2%+7.5%7.894%
11/5/2024Ashton Thomas Private Wealth LLC143,561$1.93M0.1%+3.5%0.043%
11/5/2024Harbour Investments Inc.20,071$270K0.0%+3.9%0.006%
(Data available from 1/1/2016 forward)

PDBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDBC shares?

During the previous two years, 506 institutional investors and hedge funds held shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($1.61B), Morgan Stanley ($372.70M), Empower Advisory Group LLC ($354.34M), Personal Capital Advisors Corp ($235.16M), Bank of America Corp DE ($123.99M), Charles Schwab Investment Management Inc. ($83.82M), and SigFig Wealth Management LLC ($79.25M).Learn more on PDBC's institutional investors.

Which institutional investors have been buying Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock?

Of the 416 institutional investors that purchased Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empower Advisory Group LLC ($21.47M), Bailard Inc. ($4.27M), Morgan Stanley ($2.94M), Stifel Financial Corp ($2.68M), SMI Advisory Services LLC ($2.68M), Charles Schwab Investment Management Inc. ($2.24M), and Benjamin F. Edwards & Company Inc. ($2.10M).

How much institutional buying is happening at Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF?

Institutional investors have bought a total of 112,270,716 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

Which Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF major shareholders have been selling company stock?

Of the 298 institutional investors that sold Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bailard Inc. ($8.84M), Wells Fargo & Company MN ($7.95M), Charles Schwab Investment Management Inc. ($6.09M), UBS Group AG ($4.73M), Benjamin F. Edwards & Company Inc. ($2.88M), Advisor Group Holdings Inc. ($2.53M), and LPL Financial LLC ($2.41M).

How much institutional selling is happening at Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF?

Institutional investors have sold a total of 88,616,070 shares in the last 24 months. This volume of shares sold represents approximately $1.77B in transactions.


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This page (NASDAQ:PDBC) was last updated on 1/21/2025 by MarketBeat.com Staff
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