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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) Institutional Ownership

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$13.60 +0.02 (+0.15%)
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$13.57 -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)
277
Total
Institutional Inflows
(last 12 months)
$991.56M
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$565.06M
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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
10/23/2025Kingswood Wealth Advisors LLC12,237$164K0.0%-73.3%0.004%
10/23/2025Park Avenue Securities LLC1,881,511$25.27M0.2%+2.9%0.570%
10/22/2025 New England Capital Financial Advisors LLC251,681$3.38M1.4%+1.9%0.076%
10/22/2025 CoreCap Advisors LLC274,051$3.68M0.1%+3.9%0.083%
10/22/2025 Geneos Wealth Management Inc.30,900$415K0.0%-26.8%0.009%
10/22/2025 Almanack Investment Partners LLC.10,109$136K0.0%N/A0.003%
10/22/2025 Endeavor Private Wealth Inc.64,886$871K0.3%+46.0%0.020%
10/21/2025 Global Retirement Partners LLC78,414$1.05M0.0%-2.6%0.024%
10/21/2025 SigFig Wealth Management LLC7,453,163$100.47M3.1%+12.7%2.249%
10/21/2025 M Wealth Management LLC253,188$3.40M3.0%-1.6%0.076%
10/21/2025 Econ Financial Services Corp272,191$3.66M1.8%+6.7%0.082%
10/21/2025 Silver Oak Securities Incorporated71,936$966K0.1%+497.6%0.022%
10/20/2025 Accurate Wealth Management LLC33,522$441K0.1%+2.9%0.010%
10/20/2025 Continuum Advisory LLC88,378$1.19M0.1%+2.6%0.027%
10/17/2025 Warren Street Wealth Advisors LLC18,986$255K0.1%-6.6%0.006%
10/17/2025 FSC Wealth Advisors LLC144,588$1.94M1.1%+215.4%0.044%
10/16/2025 Wealth Management Resources Inc.189,027$2.54M0.8%-0.8%0.057%
10/16/2025 Greenwood Capital Associates LLC70,469$946K0.1%+53.5%0.021%
10/16/2025 Beacon Capital Management Inc.1,186,383$15.93M0.8%-4.3%0.357%
10/16/2025 Curran Financial Partners LLC53,663$721K0.1%-1.6%0.016%
10/16/2025 Gladwyn Financial Advisors Inc.222,348$2.99M2.1%+6.2%0.067%
10/16/2025 Blue Trust Inc.6,277$84K0.0%-20.1%0.002%
10/16/2025 Randall & Associates Wealth Management179,151$2.41M1.7%+12.7%0.054%
10/15/2025 CWM LLC1,481,204$19.89M0.1%+6.6%0.442%
10/15/2025 World Investment Advisors13,141$176K0.0%-40.5%0.004%
10/15/2025 Brookstone Capital Management527,799$7.09M0.1%+7.8%0.157%
10/15/2025 Vontobel Holding Ltd.23,384$314K0.0%+45.1%0.007%
10/14/2025 Key Client Fiduciary Advisors LLC28,216$379K0.1%+5.6%0.008%
10/14/2025 Farther Finance Advisors LLC142,569$1.92M0.0%+58.8%0.043%
10/14/2025 Patton Fund Management Inc.501,925$6.74M1.2%+9.0%0.150%
10/14/2025 J2 Capital Management Inc57,708$775K0.6%+9.2%0.017%
10/10/2025 Marion Wealth Management1,069,434$14.36M3.4%+2.3%0.320%
10/10/2025 Fifth Third Securities Inc.16,358$220K0.0%-14.2%0.005%
10/10/2025 Congress Asset Management Co.117,082$1.57M0.0%-4.5%0.035%
10/10/2025 Matauro LLC13,043$175K0.0%-61.9%0.004%
10/10/2025 Focus Financial Network Inc.32,803$441K0.0%-7.3%0.010%
10/8/2025 Integrated 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%
9/4/2025 Beacon 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%
8/18/2025 Geneos 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%
8/12/2025 Global Retirement Partners LLC80,548$1.05M0.0%N/A0.023%
(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, 492 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 ($100.47M), 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 407 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 74,219,536 shares in the last 24 months. This purchase volume represents approximately $991.60M 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 43,011,025 shares in the last 24 months. This volume of shares sold represents approximately $565.06M in transactions.



This page (NASDAQ:PDBC) was last updated on 10/24/2025 by MarketBeat.com Staff
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