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

$13.44

-0.12 (-0.88%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 264
Total Institutional Inflows (last 12 months): $776.44M

Number of Institutional Sellers (last 12 months): 191
Total Institutional Outflows (last 12 months): $551.20M

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PDBC Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Aletheian Wealth Advisors LLC	189,219	$2.66M	1.4%	+4.1%	0.052%
7/26/2024	Briaud Financial Planning Inc	1,153,299	$16.20M	9.4%	+74.9%	0.317%
7/26/2024	Echo45 Advisors LLC	1,014,152	$14.25M	10.0%	+76.9%	0.279%
7/26/2024	Avion Wealth	2,994	$42K	0.0%	-85.8%	0.001%
7/26/2024	BLB&B Advisors LLC	16,234	$228K	0.0%	-8.5%	0.004%
7/26/2024	Walkner Condon Financial Advisors LLC	76,187	$1.07M	0.2%	-3.3%	0.021%
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7/26/2024	TI Trust Inc.	12,572	$177K	0.1%	-55.2%	0.003%
7/26/2024	Harbour Investments Inc.	19,317	$271K	0.0%	+11.0%	0.005%
7/26/2024	Atomi Financial Group Inc.	42,764	$601K	0.0%	-76.5%	0.012%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,459,457	$20.51M	0.1%	+129.0%	0.401%
7/26/2024	Saxony Capital Management LLC	43,251	$608K	0.7%	-37.4%	0.012%
7/26/2024	Callan Family Office LLC	15,879	$223K	0.0%	N/A	0.004%
7/26/2024	Bank of New York Mellon Corp	849,088	$11.93M	0.0%	+0.1%	0.233%
7/25/2024	Addison Capital Co	17,229	$242K	0.1%	-14.1%	0.005%
7/25/2024	Pineridge Advisors LLC	6,882	$97K	0.0%	-98.6%	0.002%
7/25/2024	Upper Left Wealth Management LLC	48,909	$687K	0.6%	+9.3%	0.013%
7/24/2024	Grove Bank & Trust	6,650	$93K	0.0%	N/A	0.002%
7/24/2024	VeraBank N.A.	19,000	$267K	0.1%	-8.6%	0.005%
7/24/2024	&PARTNERS	434,706	$6.09M	0.3%	N/A	0.119%
7/23/2024	NewSquare Capital LLC	119,600	$1.68M	0.1%	+1.2%	0.033%
7/23/2024	Security Financial Services INC.	18,829	$265K	0.1%	+38.8%	0.005%
7/23/2024	Vicus Capital	16,480	$232K	0.0%	+14.3%	0.005%
7/22/2024	Atria Wealth Solutions Inc.	78,245	$1.10M	0.0%	-49.1%	0.021%
7/22/2024	Fifth Third Bancorp	2,160	$30K	0.0%	+96.0%	0.001%
7/22/2024	Focus Financial Network Inc.	38,087	$531K	0.0%	-6.6%	0.010%
7/20/2024	Raymond James Financial Services Advisors Inc.	1,775,811	$24.95M	0.0%	-0.3%	0.487%
7/19/2024	Western Wealth Management LLC	31,986	$449K	0.0%	-7.1%	0.009%
7/19/2024	CPR Investments Inc.	263,308	$3.70M	3.1%	-12.7%	0.072%
7/19/2024	Raymond James & Associates	210,362	$2.96M	0.0%	-6.0%	0.058%
7/19/2024	MBL Wealth LLC	433,490	$6.09M	0.7%	+8.8%	0.119%
7/18/2024	Brookstone Capital Management	366,721	$5.11M	0.1%	+24.2%	0.101%
7/18/2024	Evolution Wealth Advisors LLC	559,787	$7.87M	1.5%	+0.2%	0.154%
7/18/2024	Miracle Mile Advisors LLC	74,063	$1.04M	0.0%	-67.8%	0.020%
7/17/2024	Narus Financial Partners LLC	10,914	$153K	0.1%	N/A	0.003%
7/17/2024	Wealth Management Resources Inc.	371,081	$5.21M	2.2%	+6.3%	0.102%
7/17/2024	FSC Wealth Advisors LLC	43,427	$610K	0.5%	+51.9%	0.012%
7/17/2024	Bennett Associates Wealth Management	199,585	$2.80M	2.5%	-6.0%	0.055%
7/17/2024	180 Wealth Advisors LLC	20,449	$288K	0.0%	-8.9%	0.006%
7/16/2024	Envestnet Portfolio Solutions Inc.	54,764	$769K	0.0%	-5.6%	0.015%
7/16/2024	Key Client Fiduciary Advisors LLC	22,538	$317K	0.2%	+34.4%	0.006%
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7/16/2024	Patton Fund Management Inc.	399,914	$5.62M	1.2%	+0.7%	0.110%
7/16/2024	Wealth Enhancement Advisory Services LLC	771,191	$10.84M	0.0%	+384.4%	0.212%
7/16/2024	Moulton Wealth Management Inc.	109,040	$1.53M	1.4%	N/A	0.030%
7/16/2024	Insight Advisors LLC PA	38,617	$543K	0.1%	+5.8%	0.011%
7/16/2024	Aspect Partners LLC	402,901	$5.66M	3.4%	+6.9%	0.111%
7/16/2024	Alhambra Investment Management LLC	172,538	$2.42M	1.3%	-34.2%	0.047%
7/15/2024	Dynamic Advisor Solutions LLC	18,883	$265K	0.0%	-35.2%	0.005%
7/15/2024	Transform Wealth LLC	202,986	$2.85M	0.2%	+213.4%	0.056%
7/15/2024	Aspire Private Capital LLC	41,456	$582K	0.1%	+9.2%	0.011%
7/15/2024	RFG Advisory LLC	55,985	$787K	0.0%	-3.4%	0.015%
7/15/2024	SMI Advisory Services LLC	1,567,908	$22.05M	5.5%	+6.7%	0.430%
7/12/2024	Diversify Advisory Services LLC	1,531,509	$21.53M	1.2%	N/A	0.420%
7/12/2024	Maltin Wealth Management Inc.	20,220	$284K	0.2%	+22.9%	0.006%
7/12/2024	Twelve Points Wealth Management LLC	28,192	$396K	0.1%	+24.9%	0.008%
7/12/2024	Wolff Wiese Magana LLC	24,063	$338K	0.3%	N/A	0.007%
7/12/2024	Integrated Capital Management Inc.	661,735	$9.30M	7.4%	+3.8%	0.182%
7/11/2024	Worth Asset Management LLC	200,189	$2.81M	1.7%	N/A	0.055%
7/10/2024	Simplicity Wealth LLC	16,316	$229K	0.0%	+9.3%	0.004%
7/10/2024	CWM LLC	521,655	$7.33M	0.0%	+1.1%	0.143%
7/9/2024	Park Avenue Securities LLC	1,884,372	$26.48M	0.3%	-2.0%	0.517%
7/9/2024	Northwest Capital Management Inc	2,961	$42K	0.0%	-78.7%	0.001%
7/9/2024	Marion Wealth Management	832,727	$11.70M	3.4%	+3.3%	0.229%
7/8/2024	Quent Capital LLC	454,871	$6.39M	0.7%	+0.7%	0.125%
7/5/2024	Stokes Family Office LLC	135,871	$1.91M	0.2%	N/A	0.037%
6/28/2024	Quent Capital LLC	451,520	$6.26M	0.7%	+3.1%	0.125%
6/21/2024	Abich Financial Wealth Management LLC	9,007	$125K	0.1%	N/A	0.002%
6/11/2024	EverSource Wealth Advisors LLC	4,628	$65K	0.0%	+83.4%	0.001%
5/28/2024	Verity Asset Management Inc.	83,271	$1.16M	0.6%	+1.0%	0.023%
5/24/2024	Cetera Advisors LLC	37,311	$518K	0.0%	+11.9%	0.010%
5/24/2024	Cetera Investment Advisers	361,063	$5.01M	0.0%	+61.6%	0.100%
5/21/2024	Atria Investments Inc	214,202	$2.97M	0.0%	+90.0%	0.059%
5/20/2024	Cim LLC	337,414	$4.68M	0.7%	+5.6%	0.094%
5/17/2024	Aspect Partners LLC	377,029	$5.23M	4.1%	+12.0%	0.105%
5/17/2024	Comerica Bank	283,295	$3.93M	0.0%	-30.7%	0.079%
5/17/2024	Pineridge Advisors LLC	498,338	$6.91M	2.4%	+0.7%	0.138%
5/17/2024	Hancock Whitney Corp	348,357	$4.83M	0.2%	-19.3%	0.097%
5/17/2024	Coppell Advisory Solutions Corp.	11,589	$161K	0.0%	N/A	0.003%
5/17/2024	Tidal Investments LLC	18,523	$257K	0.0%	N/A	0.005%
5/17/2024	Innealta Capital LLC	78,517	$1.09M	0.5%	-10.4%	0.022%
5/16/2024	Innova Wealth Partners	46,856	$650K	0.5%	+30.9%	0.013%
5/16/2024	B. Riley Wealth Advisors Inc.	876,046	$13.10M	0.3%	+34.1%	0.243%
5/15/2024	Transcendent Capital Group LLC	3,577	$50K	0.0%	+25.1%	0.001%
5/15/2024	Fairview Capital Investment Management LLC	273,403	$3.79M	0.2%	+0.7%	0.076%
5/15/2024	Steel Grove Capital Advisors LLC	458,265	$6.36M	0.2%	+234.9%	0.127%
5/15/2024	1832 Asset Management L.P.	1,511,388	$20.96M	0.0%	N/A	0.419%
5/15/2024	Quadrature Capital Ltd	28,100	$390K	0.0%	N/A	0.008%
5/14/2024	Axxcess Wealth Management LLC	34,005	$472K	0.0%	+3.6%	0.009%
5/14/2024	CreativeOne Wealth LLC	179,397	$2.49M	0.1%	+1.9%	0.050%
5/14/2024	InterOcean Capital Group LLC	271,824	$3.77M	0.1%	+32.5%	0.075%
5/13/2024	O Shaughnessy Asset Management LLC	16,504	$229K	0.0%	N/A	0.005%
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5/11/2024	Capital Wealth Alliance LLC	38,992	$541K	0.3%	+3.0%	0.011%
5/11/2024	Continental Investors Services Inc.	28,325	$396K	0.9%	+11.2%	0.008%
5/10/2024	Osaic Holdings Inc.	1,943,283	$26.95M	0.1%	-0.9%	0.539%
5/10/2024	Wintrust Investments LLC	178,413	$2.48M	0.2%	-22.4%	0.050%
5/10/2024	GM Advisory Group LLC	1,608,770	$22.31M	1.6%	+3.3%	0.447%
5/10/2024	Nwam LLC	118,690	$1.67M	0.1%	+34.5%	0.033%
5/9/2024	Great Lakes Retirement Inc.	26,104	$362K	0.1%	-5.6%	0.007%
5/9/2024	Leo Wealth LLC	164,373	$2.28M	0.2%	+2.8%	0.046%
5/9/2024	Orion Portfolio Solutions LLC	74,747	$1.04M	0.0%	-16.8%	0.021%
5/9/2024	Blair William & Co. IL	66,911	$928K	0.0%	+2.6%	0.019%

(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, 558 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 473 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), SigFig Wealth Management LLC ($4.76M), Bailard Inc. ($4.27M), US Bancorp DE ($3.07M), Morgan Stanley ($2.94M), and Jane Street Group LLC ($2.73M).
How much institutional buying is happening at Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF?: Institutional investors have bought a total of 151,256,642 shares in the last 24 months. This purchase volume represents approximately $3.83B in transactions.

Which Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF major shareholders have been selling company stock?: Of the 333 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 122,805,240 shares in the last 24 months. This volume of shares sold represents approximately $3.10B in transactions.