Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free PDBC Stock Alerts

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

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF logo
$15.87 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern
Compare

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)
263
Total
Institutional Inflows
(last 12 months)
$441.88M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$435.12M
Get PDBC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PDBC Institutional Buying and Selling by Quarter

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Gladwyn Financial Advisors Inc.218,434$3.47M2.2%+10.4%0.065%
6/18/2026Western Wealth Management LLC13,308$230K0.0%-11.1%0.004%
6/4/2026Town Capital LLC66,377$1.15M0.9%N/A0.019%
6/3/2026NewEdge Advisors LLC32,223$558K0.0%+8.1%0.009%
5/29/2026Krane Financial Solutions LLC41,102$712K0.5%N/A0.012%
5/22/2026Verus Capital Partners LLC13,365$231K0.0%+4.9%0.004%
5/21/2026Kensington Asset Management LLC168,991$2.93M0.1%N/A0.049%
5/20/2026TrueWealth Financial Partners12,119$210K0.1%N/A0.004%
5/19/2026Western Wealth Management LLC13,308$230K0.0%-11.1%0.004%
5/19/2026McIlrath & Eck LLC145,227$2.52M0.2%N/A0.042%
5/19/2026NewEdge Advisors LLC28,117$487K0.0%-5.7%0.008%
5/19/2026Bank of America Corp DE4,899,404$84.86M0.0%+3.9%1.420%
5/19/2026Cim LLC416,032$7.21M1.0%-0.9%0.121%
5/19/2026Arkadios Wealth Advisors779,151$13.50M0.2%+23.9%0.226%
5/19/2026IFS Group LLC28,021$485K0.4%N/A0.008%
5/18/2026Sunbelt Securities Inc.12,263$212K0.0%+94,230.8%0.004%
5/18/2026Royal Bank of Canada575,181$9.96M0.0%+151.6%0.167%
5/18/2026Estate Counselors LLC14,325$248K0.0%-50.5%0.004%
5/16/2026The Manufacturers Life Insurance Company 5,458,835$94.55M0.1%-37.9%1.582%
5/15/2026Northeast Financial Group Inc.512,673$8.88M2.2%-3.8%0.149%
5/15/2026Gateway Wealth Partners LLC13,367$232K0.0%N/A0.004%
5/15/2026FreeGulliver LLC49,006$849K0.4%-4.3%0.014%
5/15/2026Waverly Advisors LLC11,395$197K0.0%N/A0.003%
5/14/2026Hilltop Holdings Inc.68,954$1.19M0.1%-17.7%0.020%
5/14/2026Compound Planning Inc.21,820$378K0.0%+78.9%0.006%
5/14/2026Modern Wealth Management LLC22,003$376K0.0%N/A0.006%
5/14/2026Lido Advisors LLC268,399$4.65M0.0%-46.1%0.078%
5/13/2026Cetera Investment Advisers663,382$11.49M0.0%+46.3%0.192%
5/12/2026Insight Advisors LLC PA43,444$752K0.1%-3.2%0.013%
5/8/2026PNC Financial Services Group Inc.11,029$191K0.0%+328.3%0.003%
5/6/2026Advisortrust Partners LLC718,719$12.45M5.2%N/A0.208%
5/6/2026Assetmark Inc.72,581$1.26M0.0%+2.5%0.021%
5/6/2026Prosperity Consulting Group LLC12,545$217K0.0%N/A0.004%
5/5/2026Bank of New York Mellon Corp510,448$8.84M0.0%-20.8%0.148%
5/5/2026Theory Financial LLC285,094$4.94M1.7%+71.3%0.083%
5/5/2026Geneos Wealth Management Inc.91,757$1.59M0.0%+150.6%0.027%
5/5/2026Ethos Financial Group LLC33,293$577K0.0%-28.8%0.010%
5/5/2026LFA Lugano Financial Advisors SA47,568$824K0.4%+4.4%0.014%
5/5/2026Sanctuary Advisors LLC132,715$2.30M0.0%+32.1%0.038%
5/5/2026Sigma Planning Corp153,874$2.67M0.1%-0.6%0.045%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
5/5/2026Nwam LLC62,748$1.09M0.1%+3.7%0.018%
5/4/2026Bryn Mawr Trust Advisors LLC10,124$175K0.0%-5.5%0.003%
5/4/2026Parr Mcknight Wealth Management Group LLC159,520$2.76M0.4%-2.9%0.046%
5/4/2026Lifeworks Advisors LLC203,752$3.53M0.5%-0.5%0.059%
5/2/2026Global Assets Advisory LLC4,228$73K0.0%N/A0.001%
5/1/2026Fifth Third Bancorp244,342$4.23M0.0%+20,873.6%0.070%
5/1/2026Ball & Co Wealth Management Inc.277,497$4.81M4.0%N/A0.080%
5/1/2026Simplicity Wealth LLC81,602$1.41M0.1%+34.2%0.023%
4/30/2026Hsbc Holdings PLC1,021,000$17.68M0.0%+54.5%0.293%
4/30/2026Kestra Advisory Services LLC33,442$579K0.0%+80.9%0.010%
4/30/2026Greenwood Capital Associates LLC53,190$921K0.1%+28.4%0.015%
4/29/2026Richmond Investment Services LLC24,261$420K0.1%+18.9%0.007%
4/29/2026Axxcess Wealth Management LLC70,083$1.21M0.0%-61.1%0.020%
4/29/2026Addison Capital Co73,289$1.27M0.2%N/A0.021%
4/29/2026Downshift Financial LLC15,685$282K0.1%N/A0.004%
4/29/2026Integrated Advisors Network LLC12,744$221K0.0%+7.6%0.004%
4/28/2026DGS Capital Management LLC21,409$371K0.1%-9.4%0.006%
4/28/2026Ascentis Independent Advisors1,936$34K0.0%N/A0.001%
4/28/2026GM Advisory Group LLC2,385,149$41.31M1.6%+1.7%0.677%
4/28/2026Koshinski Asset Management Inc.16,652$288K0.0%-12.1%0.005%
4/28/2026Beacon Financial Advisory LLC15,540$269K0.1%N/A0.004%
4/28/2026New England Capital Financial Advisors LLC260,342$4.51M1.2%-2.1%0.074%
4/27/2026PFG Investments LLC15,882$275K0.0%-8.4%0.005%
4/27/2026World Investment Advisors11,891$206K0.0%-30.4%0.003%
4/27/2026Canal Capital Management LLC28,177$488K0.1%-56.3%0.008%
4/27/2026Private Advisor Group LLC268,190$4.65M0.0%+8.2%0.076%
4/25/2026Keybank National Association OH30,431$527K0.0%-11.6%0.009%
4/25/2026Innova Wealth Partners133,149$2.31M1.1%-13.0%0.038%
4/24/2026Root Financial Partners LLC10,771$187K0.0%+268.5%0.003%
4/24/2026Petros Family Wealth LLC11,231$195K0.1%-39.0%0.003%
4/24/2026James Investment Research Inc.62,481$1.08M0.1%-11.9%0.018%
4/24/2026Impact Partnership Wealth LLC464,202$8.04M1.0%-3.0%0.132%
4/24/2026SMART Wealth LLC24,093$417K0.1%N/A0.007%
4/23/2026Continuum Advisory LLC94,356$1.63M0.2%+4.5%0.027%
4/22/2026Patton Fund Management Inc.512,096$8.87M1.5%-2.5%0.144%
4/22/2026Janney Montgomery Scott LLC829,660$14.37M0.0%+5,827.4%0.234%
4/22/2026Narus Financial Partners LLC33,260$576K0.2%+10.1%0.009%
4/22/2026Merkkuri Wealth Advisors LLC7,357$127K0.1%N/A0.002%
4/21/2026Maridea Wealth Management LLC251,531$4.36M0.6%+84.4%0.071%
4/21/2026FSC Wealth Advisors LLC36,233$628K12.0%+253.0%0.010%
4/21/2026Silver Oak Securities Incorporated132,222$2.29M0.2%+84.1%0.037%
4/20/2026Kestra Private Wealth Services LLC381,651$6.61M0.1%-16.9%0.107%
4/20/2026Echo45 Advisors LLC371,340$6.43M3.6%-4.8%0.105%
4/20/2026MinichMacGregor Wealth Management LLC146,526$2.54M0.4%N/A0.041%
4/20/2026Trust Co. of Oklahoma99,134$1.72M0.5%N/A0.028%
4/20/2026RFG Advisory LLC46,588$807K0.0%+26.9%0.013%
4/18/2026Faithward Advisors LLC46,745$810K0.1%+27.4%0.013%
4/18/2026Legacy Wealth Partners LLC353,500$6.12M1.5%N/A0.099%
4/17/2026Total Clarity Wealth Management Inc.15,579$270K0.1%N/A0.004%
4/17/2026Worth Asset Management LLC92,805$1.61M0.6%N/A0.026%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
4/17/2026Brookstone Capital Management603,315$10.45M0.1%+4.6%0.169%
4/17/2026Roble Belko & Company Inc44,907$778K0.1%-17.1%0.013%
4/16/2026SG Americas Securities LLC70,000$1.21M0.0%N/A0.018%
4/16/2026Warren Street Wealth Advisors LLC17,896$310K0.1%-5.1%0.005%
4/16/2026Upper Left Wealth Management LLC38,819$672K0.4%-6.9%0.010%
4/16/2026Balboa Wealth Partners11,114$192K0.0%N/A0.003%
4/16/2026Genesis Private Wealth LLC103,056$1.79M0.6%+1.0%0.027%
4/15/2026Nations Financial Group Inc. IA ADV172,432$2.99M0.2%+176.6%0.045%
3/17/2026Rockefeller Capital Management L.P.191,318$2.54M0.0%+20.8%0.055%
3/13/2026World Investment Advisors17,097$227K0.0%+30.1%0.005%


PDBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 474 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 404 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), Briaud Financial Planning Inc ($2.41M), Jane Street Group LLC ($2.18M), Tidal Investments LLC ($2.09M), and Cambridge Investment Research Advisors Inc. ($1.88M).

Institutional investors have bought a total of 31,766,906 shares in the last 24 months. This purchase volume represents approximately $441.88M in transactions.

Of the 171 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: State Street Corp ($8.28M), The Manufacturers Life Insurance Company ($3.33M), Tidal Investments LLC ($1.64M), Vident Advisory LLC ($1.28M), BNP Paribas Financial Markets ($1.21M), Quadrature Capital Ltd ($1.02M), and Wells Fargo & Company MN ($958.41K).

Institutional investors have sold a total of 31,665,214 shares in the last 24 months. This volume of shares sold represents approximately $435.12M in transactions.


Related Companies

This page (NASDAQ:PDBC) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel