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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)
275
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$876.69M
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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
4/23/2024Nations Financial Group Inc. IA ADV50,716$703K0.1%-2.7%0.014%
4/23/2024Accurate Wealth Management LLC15,499$219K0.1%-5.1%0.004%
4/23/2024Raymond James Financial Services Advisors Inc.1,780,411$24.69M0.0%-25.2%0.503%
4/22/2024PFG Investments LLC13,575$188K0.0%-87.3%0.004%
4/22/2024MBL Wealth LLC398,525$5.53M0.6%+157.9%0.112%
4/22/2024Ashton Thomas Private Wealth LLC143,531$1.99M0.1%-1.5%0.041%
4/19/2024Wealth Management Resources Inc.349,218$4.78M2.1%-4.7%0.099%
4/19/2024Evolution Wealth Advisors LLC558,416$7.75M1.5%-9.8%0.158%
4/19/2024Altiora Financial Group LLC20,347$282K0.1%-13.1%0.006%
4/18/2024Farmers & Merchants Investments Inc.12,543$174K0.0%-84.2%0.004%
4/18/2024Miracle Mile Advisors LLC230,279$3.19M0.1%-12.0%0.065%
4/18/2024Echo45 Advisors LLC573,451$7.95M5.7%+5.4%0.162%
4/18/2024Kowal Investment Group LLC28,230$392K0.1%+29.1%0.008%
4/17/2024Gradient Capital Advisors LLC14,326$199K0.1%+34.0%0.004%
4/17/2024Guidance Capital Inc.39,828$571K0.2%N/A0.011%
4/17/2024Vicus Capital14,412$200K0.0%+8.0%0.004%
4/16/2024Fidelity D & D Bancorp Inc.195,388$2.71M2.0%+7.2%0.055%
4/16/2024Maltin Wealth Management Inc.16,454$228K0.1%N/A0.005%
4/16/2024Transform Wealth LLC64,763$898K0.1%-72.9%0.018%
4/16/2024180 Wealth Advisors LLC22,459$312K0.1%-10.4%0.006%
4/16/2024Wealth Enhancement Advisory Services LLC159,200$2.21M0.0%-39.6%0.045%
4/15/2024SMI Advisory Services LLC1,469,944$21.02M5.9%N/A0.415%
4/15/2024DGS Capital Management LLC20,196$280K0.1%+6.4%0.006%
4/15/2024Aletheian Wealth Advisors LLC181,825$2.52M1.4%+10.8%0.051%
4/15/2024Brookstone Capital Management295,206$4.10M0.1%+6.9%0.083%
4/15/2024Flagstar Advisors Inc.64,636$897K0.2%-3.3%0.018%
4/12/2024 Global Assets Advisory LLC14,557$202K0.0%N/A0.004%
4/12/2024 Lloyd Advisory Services LLC.22,336$310K0.1%-78.5%0.006%
4/11/2024 Roble Belko & Company Inc203,876$2.83M0.5%+876.3%0.058%
4/11/2024 Integrated Capital Management Inc.637,641$8.84M7.2%+2.9%0.182%
4/11/2024 Congress Asset Management Co. MA159,201$2.21M0.0%-2.9%0.045%
4/11/2024 Private Harbour Investment Management & Counsel LLC420,355$5.83M6.3%-1.3%0.120%
4/10/2024 Park Avenue Securities LLC1,921,950$26.66M0.3%+2.6%0.548%
4/10/2024 Bruce G. Allen Investments LLC45,210$627K0.5%+9.6%0.013%
4/9/2024 Mather Group LLC.3,059$41K0.0%N/A0.001%
4/8/2024 Mid American Wealth Advisory Group Inc.122,750$1.70M1.1%+0.9%0.036%
4/8/2024 Marion Wealth Management805,895$11.18M3.3%+58.9%0.235%
4/3/2024 Versant Capital Management Inc2,587$36K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.13,841$184K0.0%+29.3%0.004%
3/15/2024B. Riley Wealth Advisors Inc.653,439$8.69M0.2%-25.4%0.190%
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3/14/2024Leo Wealth LLC159,828$2.13M0.2%N/A0.046%
3/8/2024Trust Co. of Vermont3,189$42K0.0%N/A0.001%
3/5/2024Greenwood Capital Associates LLC19,458$259K0.0%N/A0.006%
3/4/2024 Congress Asset Management Co. MA163,919$2.18M0.0%+55.9%0.048%
3/4/2024Richardson Financial Services Inc.4,326$58K0.1%N/A0.001%
3/1/2024Transcendent Capital Group LLC2,860$38K0.0%N/A0.001%
3/1/2024Pineridge Advisors LLC494,658$6.58M2.2%N/A0.144%
2/26/2024Centaurus Financial Inc.30,566$407K0.0%-3.7%0.009%
2/23/2024Cim LLC319,465$4.26M0.7%N/A0.093%
2/16/2024Oarsman Capital Inc.241,971$3.22M0.9%+15.1%0.070%
2/16/2024Aspect Partners LLC336,670$4.48M2.9%N/A0.098%
2/14/2024Hancock Whitney Corp431,879$5.74M0.2%+60.1%0.125%
2/14/2024MGO One Seven LLC200,573$2.67M0.2%+7.3%0.058%
2/14/2024Visionary Wealth Advisors154,749$2.06M0.2%+60.7%0.045%
2/14/2024VitalStone Financial LLC244,317$3.25M2.6%+5.8%0.071%
2/14/2024Bennett Associates Wealth Management167,839$2.23M2.2%N/A0.049%
2/14/2024Vantage Financial Partners Ltd. Inc.274,776$3.66M1.1%N/A0.080%
2/14/2024Prudential PLC40,500$539K0.0%-7.6%0.012%
2/13/2024Envestnet Asset Management Inc.4,528,499$60.23M0.0%-10.0%1.314%
2/13/2024Exencial Wealth Advisors LLC1,023,129$13.61M0.6%-9.7%0.297%
2/13/2024Tower Research Capital LLC TRC5,928$79K0.0%-68.4%0.002%
2/13/2024Fairview Capital Investment Management LLC271,593$3.61M0.2%-5.0%0.079%
2/13/2024Arbor Capital Management Inc. ADV149,003$1.99M1.5%-0.7%0.043%
2/13/2024Belpointe Asset Management LLC36,287$483K0.0%-42.3%0.011%
2/13/2024The Manufacturers Life Insurance Company 1,768,729$23.52M0.0%+8.9%0.513%
2/13/2024Steward Partners Investment Solutions LLC255,514$3.40M1.4%N/A0.074%
2/13/2024 Lloyd Advisory Services LLC.103,886$1.38M0.7%N/A0.030%
2/12/2024GM Advisory Group LLC1,557,280$20.71M1.6%-1.5%0.452%
2/12/2024Madison Asset Management LLC892,366$11.87M0.2%-1.6%0.259%
2/12/2024Dorsey & Whitney Trust CO LLC24,389$324K0.0%N/A0.007%
2/12/2024Avestar Capital LLC135,855$1.81M0.2%-3.7%0.039%
2/12/2024New Republic Capital LLC90,575$1.21M0.9%+67.8%0.026%
2/12/2024Innealta Capital LLC87,612$1.17M0.5%+44.3%0.025%
2/12/2024Sar Wealth Management Group LLC22,516$299K0.3%N/A0.007%
2/12/2024Focus Financial Network Inc. ADV107,907$1.44M0.1%N/A0.031%
2/12/2024Stifel Financial Corp2,718,975$36.16M0.0%+6,436.9%0.789%
2/12/2024Hilltop Holdings Inc.196,262$2.61M0.3%-64.2%0.057%
2/12/2024Hsbc Holdings PLC477,500$6.35M0.0%+36.2%0.139%
2/9/2024Nations Financial Group Inc. IA ADV52,128$693K0.1%+1.8%0.015%
2/9/2024Congress Wealth Management LLC DE 179,649$2.39M0.0%+68.9%0.052%
2/9/2024Advisory Services Network LLC19,295$257K0.0%-7.1%0.006%
2/9/2024Orion Portfolio Solutions LLC89,832$1.18M0.0%-27.4%0.026%
2/9/2024US Bancorp DE53,661$714K0.0%+2.8%0.016%
2/9/2024Cambridge Investment Research Advisors Inc.716,269$9.53M0.0%-52.0%0.208%
2/9/2024BlackDiamond Wealth Management LLC19,151$253K0.2%-33.0%0.006%
2/9/2024Sand Hill Global Advisors LLC41,965$558K0.0%N/A0.012%
2/9/2024InterOcean Capital Group LLC205,175$2.73M0.1%+915.4%0.060%
2/9/2024EverSource Wealth Advisors LLC2,523$34K0.0%N/A0.001%
2/9/2024Assetmark Inc.178,334$2.37M0.0%-13.4%0.052%
2/9/2024CreativeOne Wealth LLC175,967$2.34M0.1%-3.0%0.051%
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2/9/2024D.A. Davidson & CO.13,115$174K0.0%-15.0%0.004%
2/9/2024Wells Fargo & Company MN120,700,064$1.61B0.4%-6.2%35.031%
2/9/2024UBS Group AG2,413,246$32.10M0.0%-24.3%0.700%
2/8/2024TrinityPoint Wealth LLC15,342$204K0.0%-16.0%0.004%
2/8/2024Verity Asset Management Inc.82,456$1.10M0.7%+2.4%0.024%
2/8/2024SigFig Wealth Management LLC4,929,346$65.56M2.5%+4.0%1.431%
2/8/2024Kingsview Wealth Management LLC14,166$188K0.0%-84.8%0.004%
2/8/2024Addison Capital Co16,093$214K0.1%+14.5%0.005%
2/8/2024Eagle Bay Advisors LLC2,181$29K0.0%N/A0.001%
2/8/2024Foundations Investment Advisors LLC969,067$12.91M0.3%+16.5%0.281%
(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, 579 institutional investors and hedge funds held shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($12.96B), Wells Fargo & Company MN ($1.61B), Morgan Stanley ($372.70M), Empower Advisory Group LLC ($312.20M), Personal Capital Advisors Corp ($235.16M), Charles Schwab Investment Management Inc. ($153.61M), and Bank of America Corp DE ($123.99M).Learn more on PDBC's institutional investors.

Which institutional investors have been buying Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock?

Of the 519 institutional investors that purchased Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empower Advisory Group LLC ($19.64M), Wells Fargo & Company MN ($17.78M), US Bancorp DE ($16.14M), Bailard Inc. ($9.00M), 3EDGE Asset Management LP ($5.72M), SigFig Wealth Management LLC ($4.76M), and Personal Capital Advisors Corp ($3.70M).

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

Institutional investors have bought a total of 199,632,103 shares in the last 24 months. This purchase volume represents approximately $5.74B in transactions.

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

Of the 334 institutional investors that sold Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($15.83M), Bailard Inc. ($9.00M), Wells Fargo & Company MN ($7.95M), 3EDGE Asset Management LP ($6.72M), Charles Schwab Investment Management Inc. ($6.09M), UBS Group AG ($5.26M), and Personal Capital Advisors Corp ($3.71M).

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

Institutional investors have sold a total of 122,740,908 shares in the last 24 months. This volume of shares sold represents approximately $3.19B in transactions.


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This page (NASDAQ:PDBC) was last updated on 4/24/2024 by MarketBeat.com Staff

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