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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
$13.77 -0.20 (-1.43%)
Closing price 02/21/2025 04:00 PM Eastern
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As of 02/21/2025 05:58 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)
254
Total
Institutional Inflows
(last 12 months)
$571.16M
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$456.10M
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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
2/19/2025 Parr Mcknight Wealth Management Group LLC172,533$2.24M0.3%N/A0.052%
2/18/2025 49 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%
2/17/2025 Wellington Wealth Strategies LLC.44,280$602K0.6%+19.8%0.013%
2/17/2025 Vident Advisory LLC1,126,423$14.63M0.3%N/A0.342%
2/17/2025 Visionary Wealth Advisors148,787$1.93M0.1%+54.4%0.045%
2/17/2025 Focus Partners Wealth17,818$244K0.0%-94.4%0.005%
2/17/2025 Fairview Capital Investment Management LLC448,538$5.83M0.3%+56.3%0.136%
2/17/2025 Fiduciary Trust Co16,942$220K0.0%N/A0.005%
2/17/2025 CoreCap Advisors LLC124,978$1.62M0.1%-37.0%0.038%
2/17/2025 Cetera Investment Advisers362,311$4.71M0.0%+6.9%0.110%
2/17/2025 BOKF NA4,280$58K0.0%N/A0.001%
2/17/2025 Captrust Financial Advisors32,802$426K0.0%-50.4%0.010%
2/17/2025 Cary Street Partners Financial LLC10,736$139K0.0%N/A0.003%
2/17/2025 Baird Financial Group Inc.121,845$1.58M0.0%-44.8%0.037%
2/17/2025 Bank of America Corp DE5,342,032$69.39M0.0%-15.9%1.624%
2/17/2025 BNP Paribas Financial Markets1,405,000$18.25M0.0%-32.3%0.427%
2/17/2025 Ameriprise Financial Inc.16,290$212K0.0%+43.3%0.005%
2/14/2025 Mercer Global Advisors Inc. ADV16,891$219K0.0%-49.1%0.005%
2/14/2025 Keel Point LLC17,990$234K0.0%N/A0.005%
2/14/2025 Jane Street Group LLC1,469,310$19.09M0.0%+3,724.9%0.447%
2/14/2025 The Manufacturers Life Insurance Company 2,231,234$28.98M0.0%+81.9%0.678%
2/14/2025 SCS Capital Management LLC1,934,443$25.13M0.5%+1.7%0.588%
2/14/2025 Two Sigma Securities LLC70,085$910K0.1%N/A0.021%
2/14/2025 Hancock Whitney Corp539,345$7.01M0.2%+39.7%0.164%
2/14/2025 MGO One Seven LLC145,766$1.89M0.1%+10.2%0.044%
2/14/2025 Steel Grove Capital Advisors LLC128,129$1.66M0.2%-62.7%0.039%
2/14/2025 Canal Capital Management LLC92,947$1.21M0.2%+116.5%0.028%
2/14/2025 OneDigital Investment Advisors LLC10,567$137K0.0%-25.2%0.003%
2/14/2025 Optivise Advisory Services LLC15,612$203K0.1%N/A0.005%
2/14/2025 Tower Research Capital LLC TRC 10,599$138K0.0%+658.7%0.003%
2/14/2025 Transce3nd LLC4,900$64K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC705,086$9.16M0.0%-47.3%0.214%
2/14/2025 Freedom Investment Management Inc.90,149$1.17M0.1%-1.1%0.027%
2/14/2025 GeoWealth Management LLC12,337$160K0.0%-97.2%0.004%
2/13/2025 Zacks Investment Management129,660$1.68M0.0%+0.6%0.039%
2/13/2025 NewEdge Advisors LLC22,979$298K0.0%+13.8%0.007%
2/13/2025 Regal Investment Advisors LLC34,984$454K0.0%-18.7%0.011%
2/13/2025 Integrity Wealth Advisors Inc.44,962$584K0.4%N/A0.014%
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2/13/2025 Montag & Caldwell LLC3,256$42K0.0%N/A0.001%
2/13/2025 XTX Topco Ltd13,428$174K0.0%N/A0.004%
2/13/2025 Belpointe Asset Management LLC79,809$1.07M0.1%+545.2%0.024%
2/13/2025 CreativeOne Wealth LLC179,816$2.34M0.1%-0.6%0.055%
2/13/2025 Townsquare Capital LLC45,535$591K0.0%-14.6%0.014%
2/13/2025 Fortis Capital Advisors LLC67,899$906K0.3%N/A0.021%
2/13/2025 Rockefeller Capital Management L.P.111,472$1.45M0.0%-11.2%0.034%
2/13/2025 Elios Financial Group Inc.10,159$132K0.1%N/A0.003%
2/13/2025 Scotia Capital Inc.132,597$1.72M0.0%+16.8%0.040%
2/13/2025 TRUE Private Wealth Advisors11,780$153K0.0%N/A0.004%
2/13/2025 Raymond James Financial Inc.277,316$3.60M0.0%N/A0.084%
2/13/2025 Faithward Advisors LLC583,459$7.58M1.3%+1.5%0.177%
2/13/2025 Advisory Services Network LLC23,003$299K0.0%-40.6%0.007%
2/13/2025 Sand Hill Global Advisors LLC40,815$530K0.0%+71.9%0.012%
2/13/2025 Renaissance Technologies LLC121,062$1.57M0.0%N/A0.037%
2/13/2025 Invesco Ltd.37,893$492K0.0%-2.7%0.012%
2/13/2025 Cerity Partners LLC173,265$2.25M0.0%+35.0%0.053%
2/13/2025 Envestnet Asset Management Inc.4,027,395$52.32M0.0%-6.9%1.224%
2/13/2025 Oarsman Capital Inc.250,576$3.26M0.6%-9.5%0.076%
2/13/2025 Wells Fargo & Company MN121,584,516$1.58B0.4%-3.5%36.956%
2/13/2025 Prudential PLC20,500$266K0.0%-12.5%0.006%
2/12/2025 Arete Wealth Advisors LLC295,330$3.84M0.3%+1.6%0.090%
2/12/2025 Alliancebernstein L.P.376,900$4.90M0.0%-30.1%0.115%
2/12/2025 Bedell Frazier Investment Counselling LLC658,519$8.55M2.1%+72.8%0.200%
2/12/2025 FSB Premier Wealth Management Inc.42,211$548K0.2%+2.0%0.013%
2/12/2025 Transamerica Financial Advisors Inc.102,599$1.33M0.1%-11.1%0.031%
2/12/2025 Orion Portfolio Solutions LLC35,913$467K0.0%+3.6%0.011%
2/12/2025 Nomura Asset Management Co. Ltd.250,900$3.26M0.0%-30.7%0.076%
2/12/2025 Blair William & Co. IL64,871$843K0.0%-1.2%0.020%
2/12/2025 JPMorgan Chase & Co.194,503$2.53M0.0%-61.6%0.059%
2/12/2025 Ausdal Financial Partners Inc.181,093$2.35M0.2%-28.1%0.055%
2/12/2025 Private Harbour Investment Management & Counsel LLC379,314$4.93M5.4%-8.6%0.115%
2/11/2025 Congress Wealth Management LLC DE 127,257$1.65M0.0%+13.3%0.039%
2/11/2025 LPL Financial LLC5,296,295$68.80M0.0%+89.1%1.610%
2/11/2025 ZEGA Investments LLC31,639$427K0.1%N/A0.010%
2/11/2025 SigFig Wealth Management LLC6,503,133$84.09M3.0%+8.5%1.977%
2/11/2025 GM Advisory Group LLC2,155,404$28.00M1.5%-2.7%0.655%
2/11/2025 Stokes Family Office LLC41,906$544K0.1%-10.6%0.013%
2/11/2025 North Forty Two & Co.16,725$217K0.3%N/A0.005%
2/11/2025 FreeGulliver LLC48,526$630K0.3%+9.5%0.015%
2/10/2025 Thrivent Financial for Lutherans11,678$152K0.0%-6.0%0.004%
2/10/2025 Axxcess Wealth Management LLC203,351$2.64M0.1%+609.0%0.062%
2/10/2025 Addison Capital Co14,089$183K0.1%-12.1%0.004%
2/10/2025 SlateStone Wealth LLC22,066$287K0.0%N/A0.007%
2/10/2025 Harbour Investments Inc.21,986$286K0.0%+9.5%0.007%
2/10/2025 Corient Private Wealth LLC14,862$193K0.0%-46.6%0.005%
2/10/2025 Envestnet Portfolio Solutions Inc.43,607$566K0.0%+7.1%0.013%
2/10/2025 Commonwealth Equity Services LLC291,654$3.79M0.0%-9.6%0.089%
2/10/2025 Wintrust Investments LLC19,682$255K0.2%+10.5%0.006%
2/10/2025 LFA Lugano Financial Advisors SA315,734$4.10M2.7%-0.5%0.096%
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2/10/2025 Avantax Advisory Services Inc.67,135$872K0.0%-6.4%0.020%
2/10/2025 EverSource Wealth Advisors LLC4,164$54K0.0%-35.8%0.001%
2/7/2025 Sequoia Financial Advisors LLC15,640$203K0.0%N/A0.005%
2/7/2025 HighTower Advisors LLC553,929$7.20M0.0%+372.9%0.168%
2/7/2025 Endowment Wealth Management Inc.27,924$363K0.2%+7.8%0.008%
2/7/2025 Global View Capital Management LLC50,904$668K0.2%N/A0.015%
2/7/2025 Briaud Financial Planning Inc2,808,359$36.48M14.9%+70.2%0.854%
2/7/2025 Independent Advisor Alliance36,888$479K0.0%N/A0.011%
2/7/2025 Dorsey & Whitney Trust CO LLC22,476$292K0.0%+53.8%0.007%
2/7/2025 Larson Financial Group LLC2,750$36K0.0%-77.3%0.001%
(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, 518 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 ($84.09M), 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), Morgan Stanley ($2.94M), LPL Financial LLC ($2.70M), Stifel Financial Corp ($2.68M), SMI Advisory Services LLC ($2.68M), and Johnson Financial Group LLC ($2.22M).

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

Institutional investors have bought a total of 112,471,741 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 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: 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 84,748,317 shares in the last 24 months. This volume of shares sold represents approximately $1.35B in transactions.



This page (NASDAQ:PDBC) was last updated on 2/22/2025 by MarketBeat.com Staff
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