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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
$13.16 +0.03 (+0.23%)
Closing price 08/22/2025 04:00 PM Eastern
Extended Trading
$13.10 -0.06 (-0.46%)
As of 08/22/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
281
Total
Institutional Inflows
(last 12 months)
$981.44M
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$565.40M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2025 TT Capital Management LLC11,966$154K0.1%N/A0.003%
8/19/2025 B. Riley Wealth Advisors Inc.201,771$2.63M0.1%N/A0.059%
8/19/2025 Cape Investment Advisory Inc.2,898$38K0.0%+56.7%0.001%
8/19/2025 Cim LLC399,602$5.21M0.7%+6.6%0.116%
8/18/2025 Geneos Wealth Management Inc.42,189$550K0.0%+2.3%0.012%
8/18/2025 Hershey Financial Advisers LLC10,663$139K0.1%N/A0.003%
8/16/2025 Parr Mcknight Wealth Management Group LLC175,360$2.29M0.3%-3.5%0.051%
8/15/2025 Corient Private Wealth LLC14,511$189K0.0%-13.8%0.004%
8/15/2025 Equitable Holdings Inc.393,841$5.14M0.0%+11.0%0.114%
8/15/2025 Vident Advisory LLC1,235,538$16.11M0.2%-7.3%0.359%
8/15/2025 Tidal Investments LLC2,350,844$30.66M0.2%+803.0%0.683%
8/15/2025 Smartleaf Asset Management LLC36,051$470K0.0%+126.3%0.010%
8/15/2025 Orion Porfolio Solutions LLC389,688$5.08M0.0%+3.1%0.113%
8/15/2025 MML Investors Services LLC512,507$6.68M0.0%-31.3%0.149%
8/15/2025 Benjamin Edwards Inc.10,186$133K0.0%-47.0%0.003%
8/15/2025 BNP Paribas Financial Markets292,200$3.81M0.0%-80.5%0.085%
8/15/2025 Bank of America Corp DE5,537,654$72.21M0.0%-6.5%1.609%
8/15/2025 Ameriprise Financial Inc.14,007$183K0.0%-10.3%0.004%
8/14/2025 Jane Street Group LLC151,335$1.97M0.0%+1,161.0%0.044%
8/14/2025 Ausdal Financial Partners Inc.208,973$2.73M0.2%-14.8%0.061%
8/14/2025 Raymond James Financial Inc.322,578$4.21M0.0%-4.2%0.094%
8/14/2025 Transamerica Financial Advisors LLC114,901$1.50M0.1%-2.5%0.033%
8/14/2025 Main Street Financial Solutions LLC11,055$144K0.0%N/A0.003%
8/14/2025 The Manufacturers Life Insurance Company 8,850,916$115.42M0.1%+5.4%2.572%
8/14/2025 Faithward Advisors LLC602,487$7.86M1.2%+5.2%0.175%
8/14/2025 NewEdge Advisors LLC110,874$1.45M0.0%+85.9%0.032%
8/14/2025 BCS Private Wealth Management Inc.11,665$152K0.1%N/A0.003%
8/14/2025 Qube Research & Technologies Ltd175,006$2.28M0.0%+37.5%0.051%
8/14/2025 State Street Corp5,637,164$73.51M0.0%-47.3%1.638%
8/14/2025 London & Capital Asset Management Ltd32,047$418K0.0%-5.4%0.009%
8/14/2025 L2 Asset Management LLC50,166$654K0.1%N/A0.015%
8/14/2025 Bank of Nova Scotia1,000,000$13.04M0.0%N/A0.291%
8/13/2025 Avestar Capital LLC161,450$2.11M0.1%+23.4%0.047%
8/13/2025 SCS Capital Management LLC1,964,353$25.62M0.3%+1.8%0.571%
8/13/2025 Baird Financial Group Inc.308,887$4.03M0.0%+99.2%0.090%
8/13/2025 EverSource Wealth Advisors LLC4,070$53K0.0%+23.7%0.001%
8/13/2025 Invesco Ltd.34,605$451K0.0%-8.6%0.010%
8/13/2025 Plan Group Financial LLC275,435$3.59M1.2%-14.2%0.080%
8/13/2025 CW Advisors LLC123,442$1.61M0.0%-3.3%0.036%
8/13/2025 M&T Bank Corp237,811$3.10M0.0%-72.4%0.069%
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8/13/2025 Edgestream Partners L.P.12,169$159K0.0%N/A0.004%
8/13/2025 Kuhn & Co Investment Counsel73,824$963K0.7%+17.5%0.021%
8/13/2025 Quadrature Capital Ltd1,160,203$15.12M0.3%+2,599.8%0.337%
8/13/2025 Virtue Capital Management LLC11,146$145K0.0%-74.2%0.003%
8/13/2025 Scotia Capital Inc.131,352$1.71M0.0%-0.9%0.038%
8/13/2025 Hsbc Holdings PLC661,000$8.62M0.0%-15.5%0.192%
8/13/2025 Northwestern Mutual Wealth Management Co.3,250,499$42.39M0.0%-4.4%0.945%
8/13/2025 GM Advisory Group LLC2,282,155$29.76M1.5%+0.7%0.663%
8/13/2025 Echo45 Advisors LLC782,355$10.20M6.4%+1.7%0.227%
8/13/2025 Consultiva Wealth Management CORP.1,880$25K0.1%+70.1%0.001%
8/12/2025 Richmond Investment Services LLC11,550$151K0.0%N/A0.003%
8/12/2025 XTX Topco Ltd13,860$181K0.0%N/A0.004%
8/12/2025 FreeGulliver LLC51,253$668K0.3%+1.6%0.015%
8/12/2025 Steward Partners Investment Advisory LLC27,367$357K0.0%-91.3%0.008%
8/12/2025 CreativeOne Wealth LLC164,686$2.15M0.1%-2.0%0.048%
8/12/2025 Global Retirement Partners LLC80,548$1.05M0.0%N/A0.023%
8/12/2025 MAI Capital Management805,038$10.50M0.1%+7.1%0.234%
8/12/2025 JPMorgan Chase & Co.9,585$125K0.0%-96.0%0.003%
8/12/2025 Private Harbour Investment Management & Counsel LLC331,919$4.33M4.5%-1.7%0.096%
8/12/2025 Prudential PLC23,590$308K0.0%+8.2%0.007%
8/11/2025 TRUE Private Wealth Advisors18,857$246K0.0%+34.5%0.005%
8/11/2025 HHM Wealth Advisors LLC2,482$32K0.0%N/A0.001%
8/11/2025 FSC Wealth Advisors LLC45,843$598K0.4%-45.4%0.013%
8/11/2025 M Wealth Management LLC257,178$3.35M3.1%+0.4%0.075%
8/11/2025 Johnson Financial Group LLC826,061$10.77M1.0%-47.6%0.240%
8/8/2025 Financial Gravity Companies Inc.2,919$38K0.0%N/A0.001%
8/8/2025 Rockefeller Capital Management L.P.156,542$2.04M0.0%+41.6%0.045%
8/8/2025 Itau Unibanco Holding S.A.8,763$114K0.0%N/A0.003%
8/8/2025 Cetera Investment Advisers377,086$4.92M0.0%-1.2%0.110%
8/8/2025 New England Capital Financial Advisors LLC247,055$3.22M1.5%+1.1%0.072%
8/8/2025 Creative Planning209,202$2.73M0.0%-22.8%0.061%
8/8/2025 Empower Advisory Group LLC31,466,599$410.32M1.2%+6.0%9.143%
8/8/2025 Foundations Investment Advisors LLC29,161$380K0.0%-11.1%0.008%
8/8/2025 Good Life Advisors LLC10,900$142K0.0%-14.6%0.003%
8/8/2025 JFG Wealth Management LLC324,170$4.23M0.9%-40.7%0.094%
8/8/2025 Advyzon Investment Management LLC50,926$664K0.1%N/A0.015%
8/7/2025 Vise Technologies Inc.12,444$162K0.0%N/A0.004%
8/7/2025 LFA Lugano Financial Advisors SA107,096$1.40M0.8%-2.0%0.031%
8/6/2025 Prospera Financial Services Inc36,685$478K0.0%+8.9%0.011%
8/6/2025 Aspect Partners LLC485,901$6.34M3.1%-5.1%0.141%
8/6/2025 Innealta Capital LLC30,549$398K0.2%-68.2%0.009%
8/6/2025 Walkner Condon Financial Advisors LLC56,611$737K0.1%-25.0%0.016%
8/6/2025 Ethos Financial Group LLC36,784$480K0.0%+249.4%0.011%
8/6/2025 Atlantic Union Bankshares Corp2,759$36K0.0%N/A0.001%
8/5/2025 NewSquare Capital LLC134,411$1.75M0.1%+3.6%0.039%
8/5/2025 Marion Wealth Management1,045,162$13.63M3.4%+6.3%0.304%
8/5/2025 Bank of New York Mellon Corp621,220$8.10M0.0%-26.9%0.181%
8/5/2025 Sigma Planning Corp119,335$1.56M0.0%+7.3%0.035%
8/5/2025 Lifeworks Advisors LLC155,482$2.03M0.3%+2.0%0.045%
8/4/2025 Continental Investors Services Inc.33,923$444K0.8%+10.6%0.010%
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8/4/2025 Roble Belko & Company Inc55,131$719K0.1%-23.4%0.016%
8/4/2025 Lockheed Martin Investment Management Co.650,000$8.48M0.3%-50.7%0.189%
8/4/2025 Creekmur Asset Management LLC3,582$47K0.0%+34.8%0.001%
8/4/2025 IFG Advisory LLC105,880$1.38M0.1%+5.1%0.031%
8/4/2025 Impact Partnership Wealth LLC361,038$4.71M0.9%+5.4%0.105%
8/4/2025 Atria Investments Inc94,038$1.23M0.0%+60.3%0.027%
8/4/2025 Assetmark Inc.61,496$802K0.0%+239.0%0.018%
8/4/2025 Keybank National Association OH233,506$3.05M0.0%-12.8%0.068%
8/4/2025 Arkadios Wealth Advisors524,281$6.84M0.2%+11.2%0.152%
8/4/2025 World Investment Advisors22,092$288K0.0%N/A0.006%
(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 ($1.58B), Empower Advisory Group LLC ($410.32M), Morgan Stanley ($372.70M), LPL Financial LLC ($364.87M), The Manufacturers Life Insurance Company ($115.42M), SigFig Wealth Management LLC ($86.14M), and State Street Corp ($73.51M).Learn more on Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF's institutional investors.

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

Of the 418 institutional investors that purchased Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($24.17M), The Manufacturers Life Insurance Company ($7.77M), Empower Advisory Group LLC ($7.38M), Bailard Inc. ($4.27M), Cambridge Investment Research Advisors Inc. ($3.08M), Morgan Stanley ($2.94M), and Stifel Financial Corp ($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 73,418,974 shares in the last 24 months. This purchase volume represents approximately $981.44M in transactions.

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

Of the 211 institutional investors that sold Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($6.15M), State Street Corp ($5.07M), Wells Fargo & Company MN ($4.35M), Lockheed Martin Investment Management Co. ($2.06M), BNP Paribas Financial Markets ($1.88M), Jane Street Group LLC ($1.63M), and Diversify Advisory Services LLC ($1.51M).

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

Institutional investors have sold a total of 43,036,291 shares in the last 24 months. This volume of shares sold represents approximately $565.40M in transactions.



This page (NASDAQ:PDBC) was last updated on 8/23/2025 by MarketBeat.com Staff
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