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

$13.27 +0.08 (+0.61%)

(As of 12/20/2024 05:31 PM ET)

Number of Institutional Buyers (last 12 months): 246
Total Institutional Inflows (last 12 months): $564.13M

Number of Institutional Sellers (last 12 months): 171
Total Institutional Outflows (last 12 months): $502.28M

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PDBC Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	658,320	$8.84M	0.0%	+8.0%	0.197%
12/13/2024	B. Riley Wealth Advisors Inc.	293,120	$4M	0.1%	-9.1%	0.088%
12/10/2024	DGS Capital Management LLC	25,788	$346K	0.1%	-2.9%	0.008%
12/6/2024	Fidelity D & D Bancorp Inc.	12,777	$172K	0.1%	-53.9%	0.004%
11/25/2024	Sanctuary Advisors LLC	215,943	$2.94M	0.0%	N/A	0.065%
11/19/2024	Discipline Wealth Solutions LLC	18,421	$247K	0.1%	N/A	0.006%
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11/19/2024	M&T Bank Corp	884,249	$11.88M	0.0%	-6.9%	0.265%
11/18/2024	Arete Wealth Advisors LLC	290,696	$3.90M	0.3%	+955.7%	0.087%
11/15/2024	M&T Bank Corp	884,249	$11.88M	0.0%	-6.9%	0.265%
11/15/2024	Executive Wealth Management LLC	452,596	$6.08M	0.5%	+2.9%	0.135%
11/15/2024	Continuum Advisory LLC	92,514	$1.23M	0.2%	+18.6%	0.028%
11/15/2024	Nomura Asset Management Co. Ltd.	362,200	$4.86M	0.0%	+11.9%	0.108%
11/15/2024	MML Investors Services LLC	1,336,882	$17.95M	0.1%	-5.6%	0.400%
11/15/2024	Orion Portfolio Solutions LLC	34,663	$466K	0.0%	-52.9%	0.010%
11/15/2024	Zacks Investment Management	128,893	$1.73M	0.0%	+6.5%	0.039%
11/15/2024	Zega Financial LLC	40,981	$550K	0.1%	+159.4%	0.012%
11/15/2024	Jane Street Group LLC	38,414	$516K	0.0%	-82.0%	0.011%
11/15/2024	State Street Corp	586,203	$7.87M	0.0%	+6.6%	0.175%
11/15/2024	HighTower Advisors LLC	117,123	$1.57M	0.0%	-56.7%	0.035%
11/15/2024	Hilltop Holdings Inc.	87,599	$1.18M	0.1%	-25.0%	0.026%
11/15/2024	Benjamin Edwards Inc.	39,492	$530K	0.0%	N/A	0.012%
11/14/2024	Tradition Wealth Management LLC	12,686	$170K	0.0%	-7.9%	0.004%
11/14/2024	Captrust Financial Advisors	66,152	$888K	0.0%	-90.5%	0.020%
11/14/2024	Rockefeller Capital Management L.P.	125,533	$1.69M	0.0%	+5.1%	0.038%
11/14/2024	CreativeOne Wealth LLC	180,893	$2.43M	0.1%	+12.0%	0.054%
11/13/2024	Freedom Investment Management Inc.	91,171	$1.22M	0.1%	-23.5%	0.027%
11/13/2024	Townsquare Capital LLC	53,293	$716K	0.0%	+68.6%	0.016%
11/13/2024	BNP Paribas Financial Markets	2,075,200	$27.87M	0.0%	+62.5%	0.621%
11/13/2024	Avestar Capital LLC	55,000	$739K	0.1%	-59.5%	0.016%
11/13/2024	FMR LLC	3,789,455	$50.89M	0.0%	+36.8%	1.134%
11/13/2024	D.A. Davidson & CO.	14,149	$190K	0.0%	+11.9%	0.004%
11/13/2024	The Manufacturers Life Insurance Company	1,226,486	$16.47M	0.0%	-31.4%	0.367%
11/13/2024	Private Trust Co. NA	4,637	$62K	0.0%	+80.4%	0.001%
11/13/2024	Hancock Whitney Corp	385,986	$5.18M	0.2%	+8.3%	0.115%
11/13/2024	Bedell Frazier Investment Counselling LLC	381,030	$5.12M	1.2%	+2.1%	0.114%
11/12/2024	Centaurus Financial Inc.	11,097	$149K	0.0%	-39.3%	0.003%
11/12/2024	Larson Financial Group LLC	12,140	$163K	0.0%	+162.1%	0.004%
11/12/2024	Penserra Capital Management LLC	171,790	$2.31M	0.0%	-81.0%	0.051%
11/12/2024	Great Valley Advisor Group Inc.	10,355	$139K	0.0%	N/A	0.003%
11/12/2024	Flagstar Advisors Inc.	39,537	$531K	0.1%	-29.7%	0.012%
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11/12/2024	GenTrust LLC	111,073	$1.49M	0.1%	-0.8%	0.033%
11/12/2024	Meridian Wealth Management LLC	20,163	$271K	0.0%	-11.1%	0.006%
11/12/2024	Nwam LLC	95,300	$1.28M	0.1%	N/A	0.029%
11/12/2024	GM Advisory Group LLC	2,214,930	$29.75M	1.8%	-0.2%	0.663%
11/12/2024	49 Wealth Management LLC	1,200,694	$16.13M	2.6%	+26.3%	0.359%
11/12/2024	Charles Schwab Investment Management Inc.	6,241,416	$83.82M	0.0%	+6.2%	1.867%
11/12/2024	Integrated Investment Consultants LLC	25,444	$342K	0.0%	N/A	0.008%
11/9/2024	Tradewinds LLC.	62,149	$835K	0.3%	N/A	0.019%
11/8/2024	Briaud Financial Planning Inc	1,650,044	$22.16M	11.4%	+43.1%	0.494%
11/8/2024	Prospera Financial Services Inc	26,258	$353K	0.0%	-35.2%	0.008%
11/7/2024	Whalen Wealth Management Inc.	86,688	$1.16M	0.8%	N/A	0.026%
11/7/2024	TrinityPoint Wealth LLC	11,695	$157K	0.0%	-9.7%	0.003%
11/7/2024	Thrivent Financial for Lutherans	12,430	$167K	0.0%	-25.7%	0.004%
11/6/2024	Evolution Wealth Advisors LLC	557,466	$7.49M	1.3%	-0.4%	0.167%
11/6/2024	Northeast Financial Group Inc.	263,757	$3.54M	1.3%	N/A	0.079%
11/6/2024	OneDigital Investment Advisors LLC	14,134	$190K	0.0%	-21.8%	0.004%
11/6/2024	Lifeworks Advisors LLC	118,884	$1.60M	0.3%	N/A	0.036%
11/6/2024	Endowment Wealth Management Inc.	25,904	$348K	0.2%	+3.3%	0.008%
11/5/2024	Empower Advisory Group LLC	26,384,106	$354.34M	1.2%	+7.5%	7.894%
11/5/2024	Ashton Thomas Private Wealth LLC	143,561	$1.93M	0.1%	+3.5%	0.043%
11/5/2024	Harbour Investments Inc.	20,071	$270K	0.0%	+3.9%	0.006%
11/5/2024	Nations Financial Group Inc. IA ADV	51,955	$698K	0.1%	+3.1%	0.016%
11/4/2024	Ashton Thomas Securities LLC	2,612	$35K	0.0%	N/A	0.001%
11/4/2024	Baker Avenue Asset Management LP	23,471	$315K	0.0%	-13.3%	0.007%
11/4/2024	Axxcess Wealth Management LLC	28,681	$385K	0.0%	-8.5%	0.009%
11/4/2024	Sigma Planning Corp	122,324	$1.64M	0.1%	-2.3%	0.037%
11/1/2024	Atria Investments Inc	119,351	$1.60M	0.0%	-46.8%	0.036%
11/1/2024	Assetmark Inc.	189,981	$2.55M	0.0%	-4.2%	0.057%
11/1/2024	Executive Wealth Management LLC	452,596	$6.08M	0.8%	+2.9%	0.135%
11/1/2024	Verity Asset Management Inc.	84,454	$1.13M	0.4%	-51.6%	0.025%
10/31/2024	Jmac Enterprises LLC	24,653	$331K	0.1%	-22.1%	0.007%
10/31/2024	Principal Financial Group Inc.	658,320	$8.84M	0.0%	+8.0%	0.197%
10/31/2024	Walkner Condon Financial Advisors LLC	125,860	$1.69M	0.3%	+65.2%	0.038%
10/30/2024	JFG Wealth Management LLC	283,374	$3.81M	1.0%	-9.9%	0.085%
10/30/2024	Johnson Financial Group LLC	603,250	$8.10M	1.0%	-20.9%	0.180%
10/30/2024	Ameritas Advisory Services LLC	321,536	$4.32M	0.2%	+3.9%	0.096%
10/30/2024	Greenwood Capital Associates LLC	23,945	$322K	0.0%	+4.8%	0.007%
10/29/2024	Innealta Capital LLC	76,122	$1.02M	0.4%	-4.3%	0.023%
10/29/2024	Nvwm LLC	28,124	$378K	0.1%	+16.9%	0.008%
10/29/2024	Janney Capital Management LLC	952,205	$12.79M	0.9%	-4.9%	0.285%
10/29/2024	James Investment Research Inc.	96,927	$1.30M	0.2%	-4.8%	0.029%
10/29/2024	Farther Finance Advisors LLC	21,300	$286K	0.0%	+60.9%	0.006%
10/28/2024	US Bancorp DE	78,027	$1.05M	0.0%	-3.8%	0.023%
10/28/2024	Congress Asset Management Co.	113,453	$1.52M	0.0%	-23.1%	0.034%
10/25/2024	JFS Wealth Advisors LLC	15,800	$212K	0.0%	+3,411.1%	0.005%
10/25/2024	Diversify Wealth Management LLC	19,634	$269K	0.0%	N/A	0.006%
10/25/2024	Echo45 Advisors LLC	1,067,151	$14.32M	9.3%	+5.2%	0.318%
10/25/2024	Vanguard Capital Wealth Advisors	13,850	$186K	0.2%	-77.2%	0.004%
10/25/2024	Aletheian Wealth Advisors LLC	128,244	$1.72M	1.0%	-32.2%	0.038%
10/25/2024	Strategic Blueprint LLC	11,986	$161K	0.0%	N/A	0.004%
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10/25/2024	Abich Financial Wealth Management LLC	1,968	$26K	0.1%	-80.1%	0.001%
10/25/2024	Diversify Advisory Services LLC	25,931	$357K	0.0%	-98.3%	0.008%
10/25/2024	Integrated Advisors Network LLC	16,509	$222K	0.0%	-28.1%	0.005%
10/25/2024	Boston Financial Mangement LLC	40,452	$543K	0.0%	-3.8%	0.012%
10/24/2024	Graham Capital Wealth Management LLC	12,388	$166K	0.2%	N/A	0.004%
10/24/2024	Modera Wealth Management LLC	66,530	$893K	0.0%	-2.1%	0.020%
10/24/2024	Wealth Enhancement Advisory Services LLC	1,045,522	$14.04M	0.0%	+35.6%	0.312%
10/24/2024	PFG Investments LLC	22,736	$305K	0.0%	+57.2%	0.007%
10/23/2024	Canal Capital Management LLC	42,932	$577K	0.1%	-34.5%	0.013%
10/23/2024	Impact Partnership Wealth LLC	395,557	$5.31M	1.2%	+30.4%	0.118%

(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, 514 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 422 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 113,064,600 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

Which Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF major shareholders have been selling company stock?: Of the 302 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 88,223,561 shares in the last 24 months. This volume of shares sold represents approximately $1.78B in transactions.

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This page (NASDAQ:PDBC) was last updated on 12/22/2024 by MarketBeat.com Staff

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

PDBC Institutional Buying and Selling by Quarter

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

PDBC Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)

PDBC Institutional Buying and Selling by Quarter

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

PDBC Institutional Ownership - Frequently Asked Questions

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