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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
$12.48 +0.04 (+0.32%)
Closing price 05/1/2025 04:00 PM Eastern
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$12.47 -0.01 (-0.08%)
As of 05/1/2025 07:26 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)
266
Total
Institutional Inflows
(last 12 months)
$575.66M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$421.58M
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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
5/1/2025Reyes Financial Architecture Inc.9,103$124K0.1%+2,158.8%0.003%
5/1/2025CWM LLC1,362,290$18.57M0.1%+120.0%0.385%
5/1/2025B & T Capital Management DBA Alpha Capital Management19,026$259K0.0%-54.0%0.005%
5/1/2025Fifth Third Securities Inc.20,047$273K0.0%-23.3%0.006%
4/30/2025 Cerity Partners LLC120,515$1.64M0.0%-30.4%0.034%
4/30/2025 Narus Financial Partners LLC22,210$303K0.1%+6.2%0.006%
4/30/2025 Financial Gravity Asset Management Inc.5,689$78K0.0%N/A0.002%
4/30/2025 Parr Mcknight Wealth Management Group LLC181,734$2.48M0.4%+5.3%0.051%
4/30/2025 Axxcess Wealth Management LLC243,833$3.32M0.1%+19.9%0.069%
4/30/2025 Stratos Wealth Partners LTD.14,784$202K0.0%N/A0.004%
4/30/2025 M&T Bank Corp860,522$11.73M0.0%-2.1%0.243%
4/29/2025 Envestnet Asset Management Inc.3,580,038$48.80M0.0%-11.1%1.013%
4/29/2025 Bank of New York Mellon Corp850,187$11.59M0.0%-6.3%0.241%
4/29/2025 ALM First Financial Advisors LLC462,463$6.30M1.4%+5.3%0.131%
4/29/2025 Brookstone Capital Management429,956$5.86M0.1%+8.0%0.122%
4/29/2025 Silver Oak Securities Incorporated2,182$29K0.0%N/A0.001%
4/28/2025 D.A. Davidson & CO.15,078$206K0.0%+7.1%0.004%
4/28/2025 Principal Financial Group Inc.872,120$11.89M0.0%-12.3%0.247%
4/28/2025 Mutual Advisors LLC12,540$161K0.0%-10.3%0.004%
4/28/2025 Private Trust Co. NA29,747$405K0.0%+576.1%0.008%
4/28/2025 LFA Lugano Financial Advisors SA109,285$1.49M1.0%-65.4%0.031%
4/28/2025 Keybank National Association OH267,736$3.65M0.0%-28.2%0.076%
4/28/2025 DAVENPORT & Co LLC136,801$1.87M0.0%N/A0.039%
4/28/2025 BLB&B Advisors LLC16,145$220K0.0%-88.9%0.005%
4/25/2025 Koshinski Asset Management Inc.93,423$1.27M0.1%+12.4%0.027%
4/25/2025 Perissos Private Wealth Management LLC191,763$2.61M2.4%+91.3%0.055%
4/25/2025 Ameritas Advisory Services LLC381,347$5.20M0.2%+17.8%0.109%
4/25/2025 Almanack Investment Partners LLC.10,808$147K0.0%N/A0.003%
4/24/2025 Mirae Asset Global Investments Co. Ltd.42,410$571K0.0%N/A0.012%
4/24/2025 Aspect Partners LLC512,098$6.98M4.0%+3.5%0.146%
4/24/2025 Trust 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%
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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%
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%
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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%
2/26/2025 Discipline 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%
(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), 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 FMR LLC ($50.89M).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 410 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 114,005,005 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

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

Of the 294 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), Envestnet Asset Management Inc. ($2.38M), CWM LLC ($2.27M), 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 84,227,722 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


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This page (NASDAQ:PDBC) was last updated on 5/2/2025 by MarketBeat.com Staff
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