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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
$13.56 +0.03 (+0.22%)
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$13.53 -0.03 (-0.22%)
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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)
283
Total
Institutional Inflows
(last 12 months)
$992.76M
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$564.54M
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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
10/8/2025Integrated Capital Management Inc.738,745$9.92M6.9%+3.9%0.221%
10/6/2025 Heartwood Wealth Advisors LLC5,789$78K0.0%N/A0.002%
9/26/2025Corient Private Wealth LLC14,511$189K0.0%-13.8%0.004%
9/19/2025Canal Capital Management LLC107,523$1.40M0.2%+132.4%0.031%
9/4/2025Osaic Holdings Inc.1,083,581$14.13M0.0%+20.3%0.315%
9/4/2025Beacon Capital Management Inc.1,239,519$16.16M0.8%N/A0.360%
8/29/2025Centaurus Financial Inc.23,381$305K0.0%N/A0.007%
8/27/2025Orion Porfolio Solutions LLC389,688$5.08M0.0%+3.1%0.113%
8/22/2025TT Capital Management LLC11,966$154K0.1%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.201,771$2.63M0.1%N/A0.059%
8/19/2025Cape Investment Advisory Inc.2,898$38K0.0%+56.7%0.001%
8/19/2025Cim LLC399,602$5.21M0.7%+6.6%0.116%
8/18/2025Geneos Wealth Management Inc.42,189$550K0.0%+2.3%0.012%
8/18/2025Hershey Financial Advisers LLC10,663$139K0.1%N/A0.003%
8/16/2025Parr Mcknight Wealth Management Group LLC175,360$2.29M0.3%-3.5%0.051%
8/15/2025Corient Private Wealth LLC14,511$189K0.0%-13.8%0.004%
8/15/2025Equitable Holdings Inc.393,841$5.14M0.0%+11.0%0.114%
8/15/2025Vident Advisory LLC1,235,538$16.11M0.2%-7.3%0.359%
8/15/2025Tidal Investments LLC2,350,844$30.66M0.2%+803.0%0.683%
8/15/2025Smartleaf Asset Management LLC36,051$470K0.0%+126.3%0.010%
8/15/2025Orion Porfolio Solutions LLC389,688$5.08M0.0%+3.1%0.113%
8/15/2025MML Investors Services LLC512,507$6.68M0.0%-31.3%0.149%
8/15/2025Benjamin Edwards Inc.10,186$133K0.0%-47.0%0.003%
8/15/2025BNP Paribas Financial Markets292,200$3.81M0.0%-80.5%0.085%
8/15/2025Bank of America Corp DE5,537,654$72.21M0.0%-6.5%1.609%
8/15/2025Ameriprise Financial Inc.14,007$183K0.0%-10.3%0.004%
8/14/2025Jane Street Group LLC151,335$1.97M0.0%+1,161.0%0.044%
8/14/2025Ausdal Financial Partners Inc.208,973$2.73M0.2%-14.8%0.061%
8/14/2025Raymond James Financial Inc.322,578$4.21M0.0%-4.2%0.094%
8/14/2025Transamerica Financial Advisors LLC114,901$1.50M0.1%-2.5%0.033%
8/14/2025Main Street Financial Solutions LLC11,055$144K0.0%N/A0.003%
8/14/2025The Manufacturers Life Insurance Company 8,850,916$115.42M0.1%+5.4%2.572%
8/14/2025Faithward Advisors LLC602,487$7.86M1.2%+5.2%0.175%
8/14/2025NewEdge Advisors LLC110,874$1.45M0.0%+85.9%0.032%
8/14/2025BCS Private Wealth Management Inc.11,665$152K0.1%N/A0.003%
8/14/2025Qube Research & Technologies Ltd175,006$2.28M0.0%+37.5%0.051%
8/14/2025State Street Corp5,637,164$73.51M0.0%-47.3%1.638%
8/14/2025London & Capital Asset Management Ltd32,047$418K0.0%-5.4%0.009%
8/14/2025L2 Asset Management LLC50,166$654K0.1%N/A0.015%
8/14/2025Bank of Nova Scotia1,000,000$13.04M0.0%N/A0.291%
8/13/2025Avestar Capital LLC161,450$2.11M0.1%+23.4%0.047%
8/13/2025SCS Capital Management LLC1,964,353$25.62M0.3%+1.8%0.571%
8/13/2025Baird Financial Group Inc.308,887$4.03M0.0%+99.2%0.090%
8/13/2025EverSource Wealth Advisors LLC4,070$53K0.0%+23.7%0.001%
8/13/2025Invesco Ltd.34,605$451K0.0%-8.6%0.010%
8/13/2025Plan Group Financial LLC275,435$3.59M1.2%-14.2%0.080%
8/13/2025CW Advisors LLC123,442$1.61M0.0%-3.3%0.036%
8/13/2025M&T Bank Corp237,811$3.10M0.0%-72.4%0.069%
8/13/2025Edgestream Partners L.P.12,169$159K0.0%N/A0.004%
8/13/2025Kuhn & Co Investment Counsel73,824$963K0.7%+17.5%0.021%
8/13/2025Quadrature Capital Ltd1,160,203$15.12M0.3%+2,599.8%0.337%
8/13/2025Virtue Capital Management LLC11,146$145K0.0%-74.2%0.003%
8/13/2025Scotia Capital Inc.131,352$1.71M0.0%-0.9%0.038%
8/13/2025Hsbc Holdings PLC661,000$8.62M0.0%-15.5%0.192%
8/13/2025Northwestern Mutual Wealth Management Co.3,250,499$42.39M0.0%-4.4%0.945%
8/13/2025GM Advisory Group LLC2,282,155$29.76M1.5%+0.7%0.663%
8/13/2025Echo45 Advisors LLC782,355$10.20M6.4%+1.7%0.227%
8/13/2025Consultiva Wealth Management CORP.1,880$25K0.1%+70.1%0.001%
8/12/2025Richmond Investment Services LLC11,550$151K0.0%N/A0.003%
8/12/2025XTX Topco Ltd13,860$181K0.0%N/A0.004%
8/12/2025FreeGulliver LLC51,253$668K0.3%+1.6%0.015%
8/12/2025Steward Partners Investment Advisory LLC27,367$357K0.0%-91.3%0.008%
8/12/2025CreativeOne Wealth LLC164,686$2.15M0.1%-2.0%0.048%
8/12/2025Global Retirement Partners LLC80,548$1.05M0.0%N/A0.023%
8/12/2025MAI Capital Management805,038$10.50M0.1%+7.1%0.234%
8/12/2025JPMorgan Chase & Co.9,585$125K0.0%-96.0%0.003%
8/12/2025Private Harbour Investment Management & Counsel LLC331,919$4.33M4.5%-1.7%0.096%
8/12/2025Prudential PLC23,590$308K0.0%+8.2%0.007%
8/11/2025TRUE Private Wealth Advisors18,857$246K0.0%+34.5%0.005%
8/11/2025HHM Wealth Advisors LLC2,482$32K0.0%N/A0.001%
8/11/2025FSC Wealth Advisors LLC45,843$598K0.4%-45.4%0.013%
8/11/2025M Wealth Management LLC257,178$3.35M3.1%+0.4%0.075%
8/11/2025Johnson Financial Group LLC826,061$10.77M1.0%-47.6%0.240%
8/8/2025Financial Gravity Companies Inc.2,919$38K0.0%N/A0.001%
8/8/2025Rockefeller Capital Management L.P.156,542$2.04M0.0%+41.6%0.045%
8/8/2025Itau Unibanco Holding S.A.8,763$114K0.0%N/A0.003%
8/8/2025Cetera Investment Advisers377,086$4.92M0.0%-1.2%0.110%
8/8/2025New England Capital Financial Advisors LLC247,055$3.22M1.5%+1.1%0.072%
8/8/2025Creative Planning209,202$2.73M0.0%-22.8%0.061%
8/8/2025Empower Advisory Group LLC31,466,599$410.32M1.2%+6.0%9.143%
8/8/2025Foundations Investment Advisors LLC29,161$380K0.0%-11.1%0.008%
8/8/2025Good Life Advisors LLC10,900$142K0.0%-14.6%0.003%
8/8/2025JFG Wealth Management LLC324,170$4.23M0.9%-40.7%0.094%
8/8/2025Advyzon Investment Management LLC50,926$664K0.1%N/A0.015%
8/7/2025Vise Technologies Inc.12,444$162K0.0%N/A0.004%
8/7/2025LFA Lugano Financial Advisors SA107,096$1.40M0.8%-2.0%0.031%
8/6/2025Prospera Financial Services Inc36,685$478K0.0%+8.9%0.011%
8/6/2025Aspect Partners LLC485,901$6.34M3.1%-5.1%0.141%
8/6/2025Innealta Capital LLC30,549$398K0.2%-68.2%0.009%
8/6/2025Walkner Condon Financial Advisors LLC56,611$737K0.1%-25.0%0.016%
8/6/2025Ethos Financial Group LLC36,784$480K0.0%+249.4%0.011%
8/6/2025Atlantic Union Bankshares Corp2,759$36K0.0%N/A0.001%
8/5/2025NewSquare Capital LLC134,411$1.75M0.1%+3.6%0.039%
8/5/2025Marion Wealth Management1,045,162$13.63M3.4%+6.3%0.304%
8/5/2025Bank of New York Mellon Corp621,220$8.10M0.0%-26.9%0.181%
8/5/2025Sigma Planning Corp119,335$1.56M0.0%+7.3%0.035%
8/5/2025Lifeworks Advisors LLC155,482$2.03M0.3%+2.0%0.045%
8/4/2025Continental Investors Services Inc.33,923$444K0.8%+10.6%0.010%
8/4/2025Roble Belko & Company Inc55,131$719K0.1%-23.4%0.016%
8/4/2025Lockheed Martin Investment Management Co.650,000$8.48M0.3%-50.7%0.189%
(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, 505 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), Beacon Capital Management Inc. ($3.02M), and Morgan Stanley ($2.94M).

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

Institutional investors have bought a total of 74,306,136 shares in the last 24 months. This purchase volume represents approximately $992.76M in transactions.

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

Of the 209 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 42,972,605 shares in the last 24 months. This volume of shares sold represents approximately $564.54M in transactions.


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This page (NASDAQ:PDBC) was last updated on 10/8/2025 by MarketBeat.com Staff
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