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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
$13.43 +0.18 (+1.36%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$13.42 -0.01 (-0.04%)
As of 07/11/2025 07:57 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.
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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)
276
Total
Institutional Inflows
(last 12 months)
$942.65M
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$466.94M
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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
7/11/2025Farther Finance Advisors LLC89,792$1.17M0.0%-4.1%0.026%
7/11/2025Silver Oak Securities Incorporated12,037$157K0.0%+451.6%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC1,093,867$14.57M0.0%-5.0%0.322%
7/10/2025 Focus Financial Network Inc.35,372$461K0.0%+2.2%0.010%
7/9/2025 Defined Wealth Management LLC57,222$746K0.5%+4.8%0.017%
7/9/2025 Navigation Wealth Management Inc.10,167$133K0.2%N/A0.003%
7/8/2025 Parallel Advisors LLC13,335$174K0.0%-6.0%0.004%
7/7/2025 Trust Co. of Oklahoma46,915$612K0.2%N/A0.014%
7/7/2025 Upper Left Wealth Management LLC42,941$560K0.4%-32.3%0.013%
7/7/2025 Investors Research Corp3,541$46K0.0%+347.7%0.001%
7/7/2025 Peak Financial Advisors LLC16,059$209K0.1%N/A0.005%
7/7/2025 Aletheian Wealth Advisors LLC121,688$1.59M0.8%-8.3%0.036%
6/5/2025Cim LLC374,945$5.11M0.8%+93.9%0.106%
6/2/2025Integrity Wealth Advisors Inc.46,001$627K0.5%+2.3%0.013%
5/28/2025Addison Capital Co11,589$158K0.1%-17.7%0.003%
5/21/2025Geneos Wealth Management Inc.41,238$562K0.0%-27.3%0.012%
5/20/2025Belpointe Asset Management LLC12,690$173K0.0%-84.1%0.004%
5/19/2025Jane Street Group LLC12,001$164K0.0%-99.2%0.004%
5/19/2025SCS Capital Management LLC1,928,973$26.29M0.3%-0.3%0.568%
5/16/2025Prostatis Group LLC11,449$156K0.0%N/A0.003%
5/16/2025Faithward Advisors LLC572,821$7.81M1.4%-1.8%0.162%
5/16/2025Coppell Advisory Solutions LLC14,381$182K0.0%-22.1%0.004%
5/16/2025Ashton Thomas Private Wealth LLC147,475$2.01M0.1%+1.4%0.042%
5/16/2025Goldman Sachs Group Inc.933,422$12.72M0.0%-1.5%0.264%
5/16/2025Hancock Whitney Corp335,872$4.58M0.1%-37.7%0.095%
5/15/2025Royal Bank of Canada358,715$4.89M0.0%-1.7%0.102%
5/15/2025MAI Capital Management751,613$10.24M0.1%-0.8%0.213%
5/15/2025Baird Financial Group Inc.155,041$2.11M0.0%+27.2%0.044%
5/15/2025Vident Advisory LLC1,333,397$18.17M0.3%+18.4%0.377%
5/15/2025The Manufacturers Life Insurance Company 8,398,542$114.47M0.1%+276.4%2.376%
5/15/2025Oarsman Capital Inc.267,038$3.64M0.7%+6.6%0.076%
5/14/2025Transamerica Financial Advisors LLC117,861$1.61M0.2%+14.9%0.033%
5/14/2025CreativeOne Wealth LLC167,996$2.29M0.1%-6.6%0.048%
5/14/2025Comerica Bank276,215$3.77M0.0%-0.6%0.078%
5/14/2025Freedom Investment Management Inc.114,449$1.56M0.1%+27.0%0.032%
5/14/2025Napa Wealth Management190,139$2.59M1.5%N/A0.054%
5/14/2025Smartleaf Asset Management LLC15,928$214K0.0%+30.9%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.3,398,939$46.33M0.0%-20.7%0.962%
5/14/2025Compound Planning Inc.17,788$242K0.0%-36.8%0.005%
5/14/2025Estate Counselors LLC33,955$463K0.0%-30.8%0.010%
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5/14/2025GM Advisory Group LLC2,265,292$30.88M1.7%+5.1%0.641%
5/14/2025ZEGA Investments LLC33,041$450K0.1%+4.4%0.009%
5/14/2025Hsbc Holdings PLC782,500$10.67M0.0%+63.9%0.221%
5/13/2025Global View Capital Management LLC45,754$624K0.2%-10.1%0.013%
5/13/2025Steward Partners Investment Advisory LLC315,074$4.29M0.0%+1,820.9%0.089%
5/13/2025Raymond James Financial Inc.336,558$4.59M0.0%+21.4%0.095%
5/13/2025Cresset Asset Management LLC17,730$242K0.0%-5.1%0.005%
5/13/2025Nations Financial Group Inc. IA ADV64,406$878K0.1%+12.2%0.018%
5/13/2025Prudential PLC21,800$297K0.0%+6.3%0.006%
5/13/2025HighTower Advisors LLC188,419$2.57M0.0%-66.0%0.053%
5/12/2025Meridian Wealth Management LLC15,500$211K0.0%-19.3%0.004%
5/12/2025Northeast Financial Group Inc.285,454$3.89M1.4%-1.5%0.081%
5/12/2025Avos Capital Management LLC18,507$252K0.2%N/A0.005%
5/12/2025White Lighthouse Investment Management Inc.12,755$174K0.0%N/A0.004%
5/12/2025JFG Wealth Management LLC547,106$7.46M1.7%-2.3%0.155%
5/12/2025Johnson Financial Group LLC1,576,797$21.49M2.3%-6.3%0.446%
5/12/2025Benjamin Edwards Inc.19,223$262K0.0%-50.6%0.005%
5/12/2025Townsquare Capital LLC47,844$652K0.0%+5.1%0.014%
5/12/2025LaSalle St. Investment Advisors LLC29,387$400K0.1%N/A0.008%
5/9/2025Deutsche Bank AG23,575$321K0.0%-42.9%0.007%
5/9/2025Evolution Wealth Advisors LLC178,411$2.43M0.4%-16.9%0.050%
5/9/2025Briaud Financial Planning Inc2,509,479$34.20M13.6%-10.6%0.710%
5/9/2025Exencial Wealth Advisors LLC931,327$12.69M0.5%+0.5%0.264%
5/9/2025Endowment Wealth Management Inc.30,817$420K0.3%+10.4%0.009%
5/9/2025Wealthspire Advisors LLC72,119$983K0.0%+19.2%0.020%
5/9/2025Atria Wealth Solutions Inc.77,218$1.05M0.0%+2.4%0.022%
5/9/2025Empower Advisory Group LLC29,695,319$404.75M1.3%+5.6%8.403%
5/9/2025Plan Group Financial LLC320,978$4.38M1.6%+76.8%0.091%
5/8/2025Endeavor Private Wealth Inc.52,171$711K0.4%+1,304,175.0%0.015%
5/8/2025IFG Advisory LLC100,696$1.37M0.1%N/A0.028%
5/8/2025US Bancorp DE73,609$1.00M0.0%-14.5%0.021%
5/8/2025Harbour Investments Inc.19,367$264K0.0%-11.9%0.005%
5/8/2025MGO One Seven LLC146,972$2.00M0.1%+0.8%0.042%
5/8/2025Roble Belko & Company Inc72,005$981K0.2%+3.0%0.020%
5/8/2025SlateStone Wealth LLC25,000$341K0.0%+13.3%0.007%
5/8/2025Arkadios Wealth Advisors471,663$6.43M0.2%N/A0.133%
5/8/2025Portland Financial Advisors Inc15,890$217K0.6%-6.2%0.004%
5/7/2025New Republic Capital LLC104,749$1.43M0.6%-17.0%0.030%
5/7/2025Foundations Investment Advisors LLC32,785$447K0.0%-19.0%0.009%
5/7/2025Maridea Wealth Management LLC69,445$947K0.3%N/A0.020%
5/7/2025Avalon Capital Management167,602$2.28M0.7%N/A0.047%
5/7/2025LPL Financial LLC26,769,795$364.87M0.1%+405.4%7.575%
5/7/2025Nvwm LLC3,737$51K0.0%-87.8%0.001%
5/6/2025Assetmark Inc.18,142$247K0.0%-91.1%0.005%
5/6/2025Cetera Investment Advisers381,847$5.21M0.0%+5.4%0.108%
5/6/2025Avantax Advisory Services Inc.77,229$1.05M0.0%+15.0%0.022%
5/6/2025FreeGulliver LLC50,467$688K0.3%+4.0%0.014%
5/6/2025Lifeworks Advisors LLC152,445$2.08M0.3%-4.2%0.043%
5/6/2025Innova Wealth Partners65,573$894K0.6%-58.8%0.019%
5/6/2025AE Wealth Management LLC9,563$130K0.0%-75.1%0.003%
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5/6/2025Goepper Burkhardt LLC14,798$202K0.1%N/A0.004%
5/6/2025Advisors Preferred LLC1,910$26K0.0%N/A0.001%
5/6/2025Guidance Capital Inc.72,848$914K0.3%+7.9%0.021%
5/6/2025Ignite Planners LLC11,202$140K0.0%N/A0.003%
5/5/2025New England Capital Financial Advisors LLC244,425$3.33M1.7%-2.5%0.069%
5/5/2025IFP Advisors Inc71,656$977K0.0%+607.3%0.020%
5/5/2025Kestra Private Wealth Services LLC455,005$6.20M0.1%+5.9%0.129%
5/5/2025Impact Partnership Wealth LLC342,560$4.67M1.0%+7.4%0.097%
5/5/2025Private Advisor Group LLC109,952$1.50M0.0%-21.0%0.031%
5/5/2025Creekmur Asset Management LLC2,658$36K0.0%+265,700.0%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, 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 ($404.75M), Morgan Stanley ($372.70M), LPL Financial LLC ($364.87M), The Manufacturers Life Insurance Company ($114.47M), SigFig Wealth Management LLC ($88.39M), and Bank of America Corp DE ($69.39M).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 410 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 ($7.47M), Empower Advisory Group LLC ($5.61M), 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 69,899,620 shares in the last 24 months. This purchase volume represents approximately $942.65M in transactions.

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

Of the 203 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), Wells Fargo & Company MN ($4.35M), Jane Street Group LLC ($1.63M), Diversify Advisory Services LLC ($1.51M), Lockheed Martin Investment Management Co. ($1.39M), 49 Wealth Management LLC ($1.17M), and Bank of America Corp DE ($1.01M).

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

Institutional investors have sold a total of 35,168,927 shares in the last 24 months. This volume of shares sold represents approximately $466.94M in transactions.


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This page (NASDAQ:PDBC) was last updated on 7/12/2025 by MarketBeat.com Staff
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