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

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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)
272
Total
Institutional Inflows
(last 12 months)
$969.24M
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$466.40M
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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
6/5/2025 Cim LLC374,945$5.11M0.8%+93.9%0.106%
6/2/2025 Integrity Wealth Advisors Inc.46,001$627K0.5%+2.3%0.013%
5/28/2025 Addison Capital Co11,589$158K0.1%-17.7%0.003%
5/21/2025 Geneos Wealth Management Inc.41,238$562K0.0%-27.3%0.012%
5/20/2025 Belpointe Asset Management LLC12,690$173K0.0%-84.1%0.004%
5/19/2025 Jane Street Group LLC12,001$164K0.0%-99.2%0.004%
5/19/2025 SCS Capital Management LLC1,928,973$26.29M0.3%-0.3%0.568%
5/16/2025 Prostatis Group LLC11,449$156K0.0%N/A0.003%
5/16/2025 Faithward Advisors LLC572,821$7.81M1.4%-1.8%0.162%
5/16/2025 Coppell Advisory Solutions LLC14,381$182K0.0%-22.1%0.004%
5/16/2025 Ashton Thomas Private Wealth LLC147,475$2.01M0.1%+1.4%0.042%
5/16/2025 Goldman Sachs Group Inc.933,422$12.72M0.0%-1.5%0.264%
5/16/2025 Hancock Whitney Corp335,872$4.58M0.1%-37.7%0.095%
5/15/2025 Royal Bank of Canada358,715$4.89M0.0%-1.7%0.102%
5/15/2025 MAI Capital Management751,613$10.24M0.1%-0.8%0.213%
5/15/2025 Baird Financial Group Inc.155,041$2.11M0.0%+27.2%0.044%
5/15/2025 Vident Advisory LLC1,333,397$18.17M0.3%+18.4%0.377%
5/15/2025 The Manufacturers Life Insurance Company 8,398,542$114.47M0.1%+276.4%2.376%
5/15/2025 Oarsman Capital Inc.267,038$3.64M0.7%+6.6%0.076%
5/14/2025 Transamerica Financial Advisors LLC117,861$1.61M0.2%+14.9%0.033%
5/14/2025 CreativeOne Wealth LLC167,996$2.29M0.1%-6.6%0.048%
5/14/2025 Comerica Bank276,215$3.77M0.0%-0.6%0.078%
5/14/2025 Freedom Investment Management Inc.114,449$1.56M0.1%+27.0%0.032%
5/14/2025 Napa Wealth Management190,139$2.59M1.5%N/A0.054%
5/14/2025 Smartleaf Asset Management LLC15,928$214K0.0%+30.9%0.005%
5/14/2025 Northwestern Mutual Wealth Management Co.3,398,939$46.33M0.0%-20.7%0.962%
5/14/2025 Compound Planning Inc.17,788$242K0.0%-36.8%0.005%
5/14/2025 Estate Counselors LLC33,955$463K0.0%-30.8%0.010%
5/14/2025 GM Advisory Group LLC2,265,292$30.88M1.7%+5.1%0.641%
5/14/2025 ZEGA Investments LLC33,041$450K0.1%+4.4%0.009%
5/14/2025 Hsbc Holdings PLC782,500$10.67M0.0%+63.9%0.221%
5/13/2025 Global View Capital Management LLC45,754$624K0.2%-10.1%0.013%
5/13/2025 Steward Partners Investment Advisory LLC315,074$4.29M0.0%+1,820.9%0.089%
5/13/2025 Raymond James Financial Inc.336,558$4.59M0.0%+21.4%0.095%
5/13/2025 Cresset Asset Management LLC17,730$242K0.0%-5.1%0.005%
5/13/2025 Nations Financial Group Inc. IA ADV64,406$878K0.1%+12.2%0.018%
5/13/2025 Prudential PLC21,800$297K0.0%+6.3%0.006%
5/13/2025 HighTower Advisors LLC188,419$2.57M0.0%-66.0%0.053%
5/12/2025 Meridian Wealth Management LLC15,500$211K0.0%-19.3%0.004%
5/12/2025 Northeast Financial Group Inc.285,454$3.89M1.4%-1.5%0.081%
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5/12/2025 Avos Capital Management LLC18,507$252K0.2%N/A0.005%
5/12/2025 White Lighthouse Investment Management Inc.12,755$174K0.0%N/A0.004%
5/12/2025 JFG Wealth Management LLC547,106$7.46M1.7%-2.3%0.155%
5/12/2025 Johnson Financial Group LLC1,576,797$21.49M2.3%-6.3%0.446%
5/12/2025 Benjamin Edwards Inc.19,223$262K0.0%-50.6%0.005%
5/12/2025 Townsquare Capital LLC47,844$652K0.0%+5.1%0.014%
5/12/2025 LaSalle St. Investment Advisors LLC29,387$400K0.1%N/A0.008%
5/9/2025 Deutsche Bank AG23,575$321K0.0%-42.9%0.007%
5/9/2025 Evolution Wealth Advisors LLC178,411$2.43M0.4%-16.9%0.050%
5/9/2025 Briaud Financial Planning Inc2,509,479$34.20M13.6%-10.6%0.710%
5/9/2025 Exencial Wealth Advisors LLC931,327$12.69M0.5%+0.5%0.264%
5/9/2025 Endowment Wealth Management Inc.30,817$420K0.3%+10.4%0.009%
5/9/2025 Wealthspire Advisors LLC72,119$983K0.0%+19.2%0.020%
5/9/2025 Atria Wealth Solutions Inc.77,218$1.05M0.0%+2.4%0.022%
5/9/2025 Empower Advisory Group LLC29,695,319$404.75M1.3%+5.6%8.403%
5/9/2025 Plan Group Financial LLC320,978$4.38M1.6%+76.8%0.091%
5/8/2025 Endeavor Private Wealth Inc.52,171$711K0.4%+1,304,175.0%0.015%
5/8/2025 IFG Advisory LLC100,696$1.37M0.1%N/A0.028%
5/8/2025 US Bancorp DE73,609$1.00M0.0%-14.5%0.021%
5/8/2025 Harbour Investments Inc.19,367$264K0.0%-11.9%0.005%
5/8/2025 MGO One Seven LLC146,972$2.00M0.1%+0.8%0.042%
5/8/2025 Roble Belko & Company Inc72,005$981K0.2%+3.0%0.020%
5/8/2025 SlateStone Wealth LLC25,000$341K0.0%+13.3%0.007%
5/8/2025 Arkadios Wealth Advisors471,663$6.43M0.2%N/A0.133%
5/8/2025 Portland Financial Advisors Inc15,890$217K0.6%-6.2%0.004%
5/7/2025 New Republic Capital LLC104,749$1.43M0.6%-17.0%0.030%
5/7/2025 Foundations Investment Advisors LLC32,785$447K0.0%-19.0%0.009%
5/7/2025 Maridea Wealth Management LLC69,445$947K0.3%N/A0.020%
5/7/2025 Avalon Capital Management167,602$2.28M0.7%N/A0.047%
5/7/2025 LPL Financial LLC26,769,795$364.87M0.1%+405.4%7.575%
5/7/2025 Nvwm LLC3,737$51K0.0%-87.8%0.001%
5/6/2025 Assetmark Inc.18,142$247K0.0%-91.1%0.005%
5/6/2025 Cetera Investment Advisers381,847$5.21M0.0%+5.4%0.108%
5/6/2025 Avantax Advisory Services Inc.77,229$1.05M0.0%+15.0%0.022%
5/6/2025 FreeGulliver LLC50,467$688K0.3%+4.0%0.014%
5/6/2025 Lifeworks Advisors LLC152,445$2.08M0.3%-4.2%0.043%
5/6/2025 Innova Wealth Partners65,573$894K0.6%-58.8%0.019%
5/6/2025 AE Wealth Management LLC9,563$130K0.0%-75.1%0.003%
5/6/2025 Goepper Burkhardt LLC14,798$202K0.1%N/A0.004%
5/6/2025 Advisors Preferred LLC1,910$26K0.0%N/A0.001%
5/6/2025 Guidance Capital Inc.72,848$914K0.3%+7.9%0.021%
5/6/2025 Ignite Planners LLC11,202$140K0.0%N/A0.003%
5/5/2025 New England Capital Financial Advisors LLC244,425$3.33M1.7%-2.5%0.069%
5/5/2025 IFP Advisors Inc71,656$977K0.0%+607.3%0.020%
5/5/2025 Kestra Private Wealth Services LLC455,005$6.20M0.1%+5.9%0.129%
5/5/2025 Impact Partnership Wealth LLC342,560$4.67M1.0%+7.4%0.097%
5/5/2025 Private Advisor Group LLC109,952$1.50M0.0%-21.0%0.031%
5/5/2025 Creekmur Asset Management LLC2,658$36K0.0%+265,700.0%0.001%
5/5/2025 Transce3nd LLC3,857$53K0.0%-21.3%0.001%
5/2/2025 James Investment Research Inc.92,334$1.26M0.2%-2.7%0.026%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
5/2/2025 Bryn Mawr Capital Management LLC14,358$196K0.0%-29.8%0.004%
5/2/2025 Sigma Planning Corp111,177$1.52M0.0%+4.5%0.031%
5/1/2025 Reyes Financial Architecture Inc.9,103$124K0.1%+2,158.8%0.003%
5/1/2025 CWM LLC1,362,290$18.57M0.1%+120.0%0.385%
5/1/2025 B & T Capital Management DBA Alpha Capital Management19,026$259K0.0%-54.0%0.005%
5/1/2025 Fifth 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%
(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, 503 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 71,786,148 shares in the last 24 months. This purchase volume represents approximately $969.24M in transactions.

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

Of the 202 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 35,123,428 shares in the last 24 months. This volume of shares sold represents approximately $466.40M in transactions.



This page (NASDAQ:PDBC) was last updated on 6/26/2025 by MarketBeat.com Staff
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