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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
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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)
231
Total
Institutional Inflows
(last 12 months)
$318.87M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$304.18M
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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
9/2/2026Brown Lisle Cummings Inc.1,549$25K0.0%+833.1%0.000%
8/27/2026 Corient Private Wealth LP13,951$222K0.0%-49.1%0.004%
8/26/2026 Principia Wealth Advisory LLC444,974$7.07M1.5%+188.9%0.122%
8/23/2026 Ameritas Advisory Services LLC133,187$2.12M0.0%-73.3%0.036%
8/23/2026 Kintra Wealth LLC24,210$384K0.0%-14.9%0.007%
8/23/2026 Anson Capital Inc.23,418$372K0.3%-78.8%0.006%
8/23/2026 Endeavor Private Wealth Inc.21,361$339K0.1%-24.9%0.006%
8/23/2026 FSC Wealth Advisors LLC32,326$513K100.0%-10.8%0.009%
8/23/2026 Avos Capital Management LLC117,276$1.86M1.6%+129.0%0.032%
8/22/2026 Advisory Solutions Group LLC241,347$3.83M1.3%N/A0.066%
8/22/2026 Strive Financial Group LLC74,003$1.18M0.5%+7.7%0.020%
8/22/2026 SMART Wealth LLC21,410$340K0.1%-11.1%0.006%
8/22/2026 Concurrent Investment Advisors LLC149,931$2.38M0.0%+43.0%0.041%
8/21/2026 Continuum Advisory LLC84,125$1.34M0.1%-10.8%0.023%
8/21/2026 Tranquilli Financial Advisor LLC39,022$620K0.3%N/A0.011%
8/21/2026 Beacon Financial Advisory LLC26,886$427K0.1%+73.0%0.007%
8/21/2026 Briaud Financial Planning Inc1,672,011$26.55M7.0%-40.4%0.458%
8/21/2026 Symphony Financial Ltd. Co.348,829$5.53M0.6%+5.9%0.095%
8/21/2026 Triumph Capital Management2,850$45K0.0%+13,471.4%0.001%
8/20/2026 Nwam LLC118,266$1.88M0.1%+88.5%0.032%
8/20/2026 Oarsman Capital Inc.305,045$4.84M0.4%+3.6%0.083%
8/20/2026 Headlands Technologies LLC133,503$2.12M0.2%+55.2%0.037%
8/7/2026 Trust Co. of Vermont22,971$365K0.0%N/A0.006%
7/9/2026 Key Client Fiduciary Advisors LLC31,870$506K0.1%+3.7%0.010%
7/9/2026 Professional Financial Advisors LLC41,656$661K0.1%-16.0%0.013%
7/9/2026 Focus Financial Network Inc.19,601$311K0.0%-13.0%0.006%
7/9/2026 Aletheian Wealth Advisors LLC125,902$2.00M0.9%-1.4%0.034%
7/9/2026 Adamsbrown Wealth Consultants LLC13,875$220K0.0%N/A0.004%
7/9/2026 Worth Asset Management LLC82,183$1.31M0.4%-11.4%0.025%
7/8/2026 Clark Asset Management LLC22,503$357K0.0%N/A0.007%
7/8/2026 Evanson Financial LLC35,386$562K0.0%N/A0.011%
7/7/2026 CoreCap Advisors LLC290,614$4.62M0.1%+17.4%0.087%
7/7/2026 Moulton Wealth Management Inc.41,753$661K0.4%N/A0.012%
7/2/2026 Gladwyn Financial Advisors Inc.218,434$3.47M2.2%+10.4%0.065%
6/18/2026 Western Wealth Management LLC13,308$230K0.0%-11.1%0.004%
6/4/2026 Town Capital LLC66,377$1.15M0.9%N/A0.019%
6/3/2026 NewEdge Advisors LLC32,223$558K0.0%+8.1%0.009%
5/29/2026 Krane Financial Solutions LLC41,102$712K0.5%N/A0.012%
5/22/2026 Verus Capital Partners LLC13,365$231K0.0%+4.9%0.004%
5/21/2026 Kensington Asset Management LLC168,991$2.93M0.1%N/A0.049%
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5/20/2026 TrueWealth Financial Partners12,119$210K0.1%N/A0.004%
5/19/2026 Western Wealth Management LLC13,308$230K0.0%-11.1%0.004%
5/19/2026McIlrath & Eck LLC145,227$2.52M0.2%N/A0.042%
5/19/2026 NewEdge Advisors LLC28,117$487K0.0%-5.7%0.008%
5/19/2026 Bank of America Corp DE4,899,404$84.86M0.0%+3.9%1.420%
5/19/2026 Cim LLC416,032$7.21M1.0%-0.9%0.121%
5/19/2026 Arkadios Wealth Advisors779,151$13.50M0.2%+23.9%0.226%
5/19/2026 IFS Group LLC28,021$485K0.4%N/A0.008%
5/18/2026Sunbelt Securities Inc.12,263$212K0.0%+94,230.8%0.004%
5/18/2026 Royal Bank of Canada575,181$9.96M0.0%+151.6%0.167%
5/18/2026 Estate Counselors LLC14,325$248K0.0%-50.5%0.004%
5/16/2026 The Manufacturers Life Insurance Company5,458,835$94.55M0.1%-37.9%1.582%
5/15/2026Northeast Financial Group Inc.512,673$8.88M2.2%-3.8%0.149%
5/15/2026 Gateway Wealth Partners LLC13,367$232K0.0%N/A0.004%
5/15/2026 FreeGulliver LLC49,006$849K0.4%-4.3%0.014%
5/15/2026 Waverly Advisors LLC11,395$197K0.0%N/A0.003%
5/14/2026 Hilltop Holdings Inc.68,954$1.19M0.1%-17.7%0.020%
5/14/2026 Compound Planning Inc.21,820$378K0.0%+78.9%0.006%
5/14/2026 Modern Wealth Management LLC22,003$376K0.0%N/A0.006%
5/14/2026 Lido Advisors LLC268,399$4.65M0.0%-46.1%0.078%
5/13/2026 Cetera Investment Advisers663,382$11.49M0.0%+46.3%0.192%
5/12/2026 Insight Advisors LLC PA43,444$752K0.1%-3.2%0.013%
5/8/2026 PNC Financial Services Group Inc.11,029$191K0.0%+328.3%0.003%
5/6/2026 Advisortrust Partners LLC718,719$12.45M5.2%N/A0.208%
5/6/2026 Assetmark Inc.72,581$1.26M0.0%+2.5%0.021%
5/6/2026 Prosperity Consulting Group LLC12,545$217K0.0%N/A0.004%
5/5/2026 Bank of New York Mellon Corp510,448$8.84M0.0%-20.8%0.148%
5/5/2026 Theory Financial LLC285,094$4.94M1.7%+71.3%0.083%
5/5/2026 Geneos Wealth Management Inc.91,757$1.59M0.0%+150.6%0.027%
5/5/2026 Ethos Financial Group LLC33,293$577K0.0%-28.8%0.010%
5/5/2026 LFA Lugano Financial Advisors SA47,568$824K0.4%+4.4%0.014%
5/5/2026 Sanctuary Advisors LLC132,715$2.30M0.0%+32.1%0.038%
5/5/2026 Sigma Planning Corp153,874$2.67M0.1%-0.6%0.045%
5/5/2026 Nwam LLC62,748$1.09M0.1%+3.7%0.018%
5/4/2026 Bryn Mawr Trust Advisors LLC10,124$175K0.0%-5.5%0.003%
5/4/2026 Parr Mcknight Wealth Management Group LLC159,520$2.76M0.4%-2.9%0.046%
5/4/2026 Lifeworks Advisors LLC203,752$3.53M0.5%-0.5%0.059%
5/2/2026 Global Assets Advisory LLC4,228$73K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp244,342$4.23M0.0%+20,873.6%0.070%
5/1/2026 Ball & Co Wealth Management Inc.277,497$4.81M4.0%N/A0.080%
5/1/2026 Simplicity Wealth LLC81,602$1.41M0.1%+34.2%0.023%
4/30/2026 Hsbc Holdings PLC1,021,000$17.68M0.0%+54.5%0.293%
4/30/2026 Kestra Advisory Services LLC33,442$579K0.0%+80.9%0.010%
4/30/2026 Greenwood Capital Associates LLC53,190$921K0.1%+28.4%0.015%
4/29/2026 Richmond Investment Services LLC24,261$420K0.1%+18.9%0.007%
4/29/2026 Axxcess Wealth Management LLC70,083$1.21M0.0%-61.1%0.020%
4/29/2026 Addison Capital Co73,289$1.27M0.2%N/A0.021%
4/29/2026 Downshift Financial LLC15,685$282K0.1%N/A0.004%
4/29/2026 Integrated Advisors Network LLC12,744$221K0.0%+7.6%0.004%
4/28/2026DGS Capital Management LLC21,409$371K0.1%-9.4%0.006%
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4/28/2026 Ascentis Independent Advisors1,936$34K0.0%N/A0.001%
4/28/2026GM Advisory Group LLC2,385,149$41.31M1.6%+1.7%0.677%
4/28/2026 Koshinski Asset Management Inc.16,652$288K0.0%-12.1%0.005%
4/28/2026 Beacon Financial Advisory LLC15,540$269K0.1%N/A0.004%
4/28/2026 New England Capital Financial Advisors LLC260,342$4.51M1.2%-2.1%0.074%
4/27/2026 PFG Investments LLC15,882$275K0.0%-8.4%0.005%
4/27/2026 World Investment Advisors11,891$206K0.0%-30.4%0.003%
4/27/2026 Canal Capital Management LLC28,177$488K0.1%-56.3%0.008%
4/27/2026 Private Advisor Group LLC268,190$4.65M0.0%+8.2%0.076%
4/25/2026 Keybank National Association OH30,431$527K0.0%-11.6%0.009%


PDBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 460 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 ($1.31B), Empower Advisory Group LLC ($410.32M), LPL Financial LLC ($400.99M), Morgan Stanley ($252.77M), SigFig Wealth Management LLC ($101.18M), The Manufacturers Life Insurance Company ($94.55M), and Bank of America Corp DE ($84.86M).Learn more on Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF's institutional investors.

Of the 392 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 ($23.97M), The Manufacturers Life Insurance Company ($8.14M), Empower Advisory Group LLC ($6.92M), Jane Street Group LLC ($2.18M), Tidal Investments LLC ($2.09M), Briaud Financial Planning Inc ($1.91M), and SigFig Wealth Management LLC ($1.64M).

Institutional investors have bought a total of 22,111,785 shares in the last 24 months. This purchase volume represents approximately $318.87M in transactions.

Of the 151 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: The Manufacturers Life Insurance Company ($3.33M), State Street Corp ($3.21M), Tidal Investments LLC ($1.64M), Vident Advisory LLC ($1.19M), Briaud Financial Planning Inc ($1.14M), Quadrature Capital Ltd ($1.02M), and Wells Fargo & Company MN ($958.41K).

Institutional investors have sold a total of 21,263,714 shares in the last 24 months. This volume of shares sold represents approximately $304.18M in transactions.


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Institutional ownership data for NASDAQ:PDBC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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