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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
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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)
265
Total
Institutional Inflows
(last 12 months)
$569.22M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$441.43M
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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
4/25/2025Almanack Investment Partners LLC.10,808$147K0.0%N/A0.003%
4/24/2025Mirae Asset Global Investments Co. Ltd.42,410$571K0.0%N/A0.012%
4/24/2025Aspect Partners LLC512,098$6.98M4.0%+3.5%0.146%
4/24/2025Trust Co. of Vermont5,320$73K0.0%+18.5%0.002%
4/23/2025 Wealth Management Resources Inc.199,585$2.72M1.0%+1.9%0.057%
4/23/2025 Sequoia Financial Advisors LLC13,415$183K0.0%-14.2%0.004%
4/23/2025 Perigon Wealth Management LLC124,184$1.69M0.0%+542.3%0.035%
4/23/2025 Olympus Wealth Management LLC212,384$2.90M1.3%+1.2%0.060%
4/23/2025 Saxony Capital Management LLC57,431$783K0.7%-4.7%0.016%
4/23/2025 Global Assets Advisory LLC15,810$203K0.0%N/A0.005%
4/23/2025 Econ Financial Services Corp123,823$1.69M0.9%N/A0.035%
4/23/2025 Symphony Financial Ltd. Co.41,821$570K0.3%N/A0.012%
4/23/2025 Private Harbour Investment Management & Counsel LLC337,698$4.60M5.1%-11.0%0.096%
4/23/2025 Walkner Condon Financial Advisors LLC75,516$1.03M0.2%-43.0%0.022%
4/22/2025 Jmac Enterprises LLC23,118$315K0.1%-6.2%0.007%
4/22/2025 Cambridge Investment Research Advisors Inc.1,489,201$20.30M0.1%+241.7%0.424%
4/22/2025 Wolff Wiese Magana LLC22,350$305K0.2%+22,706.1%0.006%
4/22/2025 FSC Wealth Advisors LLC83,981$1.15M0.8%+151.4%0.024%
4/22/2025 Innealta Capital LLC95,930$1.31M0.7%-6.6%0.027%
4/22/2025 PFG Investments LLC34,435$469K0.0%+47.7%0.010%
4/22/2025 Evanson Asset Management LLC31,573$430K0.0%-18.2%0.009%
4/21/2025 Blue Trust Inc.8,333$114K0.0%+1,132.7%0.002%
4/21/2025 Curran Financial Partners LLC44,538$607K0.1%+32.2%0.013%
4/21/2025 Silver Oak Securities Incorporated2,182$29K0.0%N/A0.001%
4/21/2025 Envestnet Portfolio Solutions Inc.30,223$412K0.0%-30.7%0.009%
4/21/2025 Steel Grove Capital Advisors LLC92,317$1.26M0.2%-27.9%0.026%
4/21/2025 Kingswood Wealth Advisors LLC52,015$709K0.0%+56.3%0.015%
4/21/2025 Liquid Strategies LLC239,694$3.27M0.6%N/A0.068%
4/18/2025 Optivise Advisory Services LLC12,943$176K0.1%-17.1%0.004%
4/17/2025 Patton Fund Management Inc.434,089$5.92M1.4%-0.4%0.120%
4/17/2025 Sowell Financial Services LLC10,160$138K0.0%N/A0.003%
4/17/2025 Janney Montgomery Scott LLC32,525$443K0.0%-3.8%0.009%
4/17/2025 Brighton Jones LLC14,508$198K0.0%N/A0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC1,151,608$15.70M0.0%+4.0%0.319%
4/16/2025 Matauro LLC135,853$1.85M0.4%-4.7%0.038%
4/16/2025 Salem Investment Counselors Inc.2,594$35K0.0%+188.2%0.001%
4/16/2025 Defined Wealth Management LLC54,586$744K0.5%+5.9%0.015%
4/16/2025 Defined Financial Planning LLC12,780$174K0.2%N/A0.004%
4/15/2025 Greenwood Capital Associates LLC41,157$561K0.1%+83.3%0.011%
4/15/2025 Echo45 Advisors LLC769,593$10.49M7.0%-2.6%0.213%
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4/15/2025 Focus Financial Network Inc.34,601$472K0.0%-5.9%0.010%
4/15/2025 Alhambra Investment Management LLC158,143$2.16M1.1%+246.8%0.044%
4/15/2025 Accurate Wealth Management LLC31,918$405K0.1%+7.8%0.009%
4/15/2025 Simplicity Wealth LLC18,323$250K0.0%N/A0.005%
4/14/2025 International Private Wealth Advisors LLC10,346$141K0.1%-52.8%0.003%
4/14/2025 Farther Finance Advisors LLC93,653$1.28M0.0%+342.1%0.026%
4/14/2025 Destiny Wealth Partners LLC703,707$9.59M1.5%N/A0.195%
4/14/2025 NewSquare Capital LLC129,782$1.77M0.1%-2.0%0.036%
4/14/2025 Park Avenue Securities LLC1,855,163$25.29M0.3%-3.7%0.514%
4/14/2025 Upper Left Wealth Management LLC63,417$864K0.6%-3.0%0.018%
4/14/2025 UMB Bank n.a.2,985$41K0.0%-92.2%0.001%
4/14/2025 Whitaker Myers Wealth Managers LTD.17,373$237K0.1%N/A0.005%
4/11/2025 Congress Asset Management Co.127,490$1.74M0.0%-0.7%0.036%
4/11/2025 SeaCrest Wealth Management LLC48,292$658K0.1%N/A0.014%
4/11/2025 McNamara Financial Services Inc.101,335$1.38M0.3%+87.2%0.028%
4/11/2025 Magnus Financial Group LLC362,667$4.94M0.5%+0.3%0.101%
4/11/2025 Insight Advisors LLC PA43,386$591K0.1%+2.7%0.012%
4/10/2025 Key Client Fiduciary Advisors LLC26,312$359K0.2%+7.2%0.007%
4/9/2025 RFG Advisory LLC92,340$1.26M0.0%+48.3%0.026%
4/9/2025 Bennett Associates Wealth Management193,897$2.64M2.2%+1.1%0.054%
4/9/2025 Integrated Capital Management Inc.720,543$9.82M7.8%+4.8%0.202%
4/9/2025 Worth Asset Management LLC141,121$1.92M1.1%N/A0.039%
4/9/2025 SigFig Wealth Management LLC6,566,707$88.39M3.2%+1.0%1.837%
4/8/2025 Aletheian Wealth Advisors LLC132,773$1.81M1.0%+3.1%0.037%
4/8/2025 Marion Wealth Management982,824$13.40M3.6%+11.8%0.275%
4/8/2025 J2 Capital Management Inc127,137$1.73M1.6%+37.4%0.036%
4/7/2025 AdvisorNet Financial Inc2,380$32K0.0%+103.8%0.001%
4/4/2025 Quent Capital LLC449,669$6.13M0.6%+1.6%0.126%
4/4/2025 Farmers Trust Co.13,494$184K0.0%N/A0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC1,107,249$14.38M0.0%+5.9%0.337%
3/3/2025Cim LLC193,400$2.51M0.4%-44.6%0.055%
2/26/2025Discipline Wealth Solutions LLC19,262$250K0.1%+4.6%0.006%
2/25/2025B. Riley Wealth Advisors Inc.298,467$3.88M0.1%+1.8%0.091%
2/19/2025Parr Mcknight Wealth Management Group LLC172,533$2.24M0.3%N/A0.052%
2/18/202549 Wealth Management LLC28,133$365K0.1%-97.7%0.009%
2/18/2025 Continuum Advisory LLC86,524$1.12M0.1%-6.5%0.026%
2/18/2025 Vanguard Capital Wealth Advisors11,300$147K0.2%-18.4%0.003%
2/17/2025Wellington Wealth Strategies LLC.44,280$602K0.6%+19.8%0.013%
2/17/2025Vident Advisory LLC1,126,423$14.63M0.3%N/A0.342%
2/17/2025Visionary Wealth Advisors148,787$1.93M0.1%+54.4%0.045%
2/17/2025Focus Partners Wealth17,818$244K0.0%-94.4%0.005%
2/17/2025Fairview Capital Investment Management LLC448,538$5.83M0.3%+56.3%0.136%
2/17/2025Fiduciary Trust Co16,942$220K0.0%N/A0.005%
2/17/2025CoreCap Advisors LLC124,978$1.62M0.1%-37.0%0.038%
2/17/2025Cetera Investment Advisers362,311$4.71M0.0%+6.9%0.110%
2/17/2025BOKF NA4,280$58K0.0%N/A0.001%
2/17/2025Captrust Financial Advisors32,802$426K0.0%-50.4%0.010%
2/17/2025Cary Street Partners Financial LLC10,736$139K0.0%N/A0.003%
2/17/2025Baird Financial Group Inc.121,845$1.58M0.0%-44.8%0.037%
2/17/2025Bank of America Corp DE5,342,032$69.39M0.0%-15.9%1.624%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
2/17/2025BNP Paribas Financial Markets1,405,000$18.25M0.0%-32.3%0.427%
2/17/2025Ameriprise Financial Inc.16,290$212K0.0%+43.3%0.005%
2/14/2025Mercer Global Advisors Inc. ADV16,891$219K0.0%-49.1%0.005%
2/14/2025Keel Point LLC17,990$234K0.0%N/A0.005%
2/14/2025Jane Street Group LLC1,469,310$19.09M0.0%+3,724.9%0.447%
2/14/2025The Manufacturers Life Insurance Company 2,231,234$28.98M0.0%+81.9%0.678%
2/14/2025SCS Capital Management LLC1,934,443$25.13M0.5%+1.7%0.588%
2/14/2025Two Sigma Securities LLC70,085$910K0.1%N/A0.021%
2/14/2025Hancock Whitney Corp539,345$7.01M0.2%+39.7%0.164%
2/14/2025MGO One Seven LLC145,766$1.89M0.1%+10.2%0.044%
(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, 513 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 ($1.58B), Morgan Stanley ($372.70M), Empower Advisory Group LLC ($365.14M), SigFig Wealth Management LLC ($88.39M), Bank of America Corp DE ($69.39M), LPL Financial LLC ($68.80M), and Envestnet Asset Management Inc. ($52.32M).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 415 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 ($23.20M), Bailard Inc. ($4.27M), Cambridge Investment Research Advisors Inc. ($3.08M), Morgan Stanley ($2.94M), LPL Financial LLC ($2.70M), Stifel Financial Corp ($2.68M), and SMI Advisory Services LLC ($2.68M).

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

Institutional investors have bought a total of 114,470,104 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

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

Of the 299 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: Wells Fargo & Company MN ($12.30M), Charles Schwab Investment Management Inc. ($12.24M), Bailard Inc. ($4.31M), LPL Financial LLC ($2.41M), CWM LLC ($2.27M), Envestnet Asset Management Inc. ($1.93M), and UBS Group AG ($1.89M).

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

Institutional investors have sold a total of 84,041,874 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.


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This page (NASDAQ:PDBC) was last updated on 4/25/2025 by MarketBeat.com Staff
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