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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
$19.98 +0.12 (+0.60%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$19.86 -0.12 (-0.58%)
As of 10/13/2026 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
238
Total
Institutional Inflows
(last 12 months)
$325.41M
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$312.18M
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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
10/14/2026Stonehearth Capital Management LLC381,909$7.37M2.5%N/A0.095%
10/14/2026B. Riley Wealth Advisors Inc.194,074$3.75M0.1%+2.5%0.048%
10/13/2026Steel Grove Capital Advisors LLC12,832$248K0.0%-4.0%0.003%
10/13/2026Moulton Wealth Management Inc.41,196$806K0.5%-1.3%0.010%
10/9/2026Pacifica Partners Inc.2,100$41K0.0%N/A0.001%
10/8/2026Farther Finance Advisors LLC93,792$1.81M0.0%+17.3%0.023%
10/8/2026CoreCap Advisors LLC342,856$6.62M0.2%+18.0%0.086%
10/8/2026Aletheian Wealth Advisors LLC129,578$2.50M1.0%+2.9%0.032%
10/8/2026FSA Investment Group LLC111,597$2.15M0.7%-40.2%0.028%
10/7/2026Echo45 Advisors LLC370,287$7.15M3.3%-0.2%0.093%
10/7/2026SigFig Wealth Management LLC6,673,353$128.80M3.2%-3.6%1.671%
10/7/2026Worth Asset Management LLC63,920$1.23M0.4%-22.2%0.016%
10/6/2026Juncture Wealth Strategies LLC314,643$6.07M1.5%N/A0.079%
10/6/2026Congress Asset Management Co.92,713$1.79M0.0%-4.7%0.023%
10/5/2026Gladwyn Financial Advisors Inc.186,021$3.59M2.3%-14.8%0.047%
9/23/2026Envestnet Portfolio Solutions Inc.12,970$206K0.0%N/A0.003%
9/9/2026Tidal Investments LLC2,587,034$41.08M0.1%+22.4%0.708%
9/9/2026MCF Advisors LLC4,308$68K0.0%N/A0.001%
9/9/2026Arlington Capital Management Inc.127,581$2.03M1.2%N/A0.035%
9/9/2026Integrated Wealth Concepts LLC226,655$3.60M0.0%+9.1%0.062%
9/9/2026RFG Advisory LLC27,139$431K0.0%-41.7%0.007%
9/9/2026NewEdge Advisors LLC59,473$944K0.0%+84.6%0.016%
9/9/2026IFP Advisors Inc78,635$1.25M0.0%-28.7%0.022%
9/9/2026Roble Belko & Company Inc25,809$410K0.0%-42.5%0.007%
9/9/2026Baird Financial Group Inc.475,892$7.56M0.0%+50.8%0.130%
9/8/2026Allworth Financial LP1,631$26K0.0%-36.1%0.000%
9/2/2026Brown Lisle Cummings Inc.1,549$25K0.0%+833.1%0.000%
8/27/2026Corient Private Wealth LP13,951$222K0.0%-49.1%0.004%
8/26/2026Principia Wealth Advisory LLC444,974$7.07M1.5%+188.9%0.122%
8/23/2026Ameritas Advisory Services LLC133,187$2.12M0.0%-73.3%0.036%
8/23/2026Kintra Wealth LLC24,210$384K0.0%-14.9%0.007%
8/23/2026Anson Capital Inc.23,418$372K0.3%-78.8%0.006%
8/23/2026Endeavor Private Wealth Inc.21,361$339K0.1%-24.9%0.006%
8/23/2026FSC Wealth Advisors LLC32,326$513K100.0%-10.8%0.009%
8/23/2026Avos Capital Management LLC117,276$1.86M1.6%+129.0%0.032%
8/22/2026Advisory Solutions Group LLC241,347$3.83M1.3%N/A0.066%
8/22/2026Strive Financial Group LLC74,003$1.18M0.5%+7.7%0.020%
8/22/2026SMART Wealth LLC21,410$340K0.1%-11.1%0.006%
8/22/2026Concurrent Investment Advisors LLC149,931$2.38M0.0%+43.0%0.041%
8/21/2026Continuum Advisory LLC84,125$1.34M0.1%-10.8%0.023%
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8/21/2026Tranquilli Financial Advisor LLC39,022$620K0.3%N/A0.011%
8/21/2026Beacon Financial Advisory LLC26,886$427K0.1%+73.0%0.007%
8/21/2026Briaud Financial Planning Inc1,672,011$26.55M7.0%-40.4%0.458%
8/21/2026Symphony Financial Ltd. Co.348,829$5.53M0.6%+5.9%0.095%
8/21/2026Triumph Capital Management2,850$45K0.0%+13,471.4%0.001%
8/20/2026Nwam LLC118,266$1.88M0.1%+88.5%0.032%
8/20/2026Oarsman Capital Inc.305,045$4.84M0.4%+3.6%0.083%
8/20/2026Headlands Technologies LLC133,503$2.12M0.2%+55.2%0.037%
8/7/2026Trust Co. of Vermont22,971$365K0.0%N/A0.006%
7/9/2026Key Client Fiduciary Advisors LLC31,870$506K0.1%+3.7%0.010%
7/9/2026Professional Financial Advisors LLC41,656$661K0.1%-16.0%0.013%
7/9/2026Focus Financial Network Inc.19,601$311K0.0%-13.0%0.006%
7/9/2026Aletheian Wealth Advisors LLC125,902$2.00M0.9%-1.4%0.034%
7/9/2026Adamsbrown Wealth Consultants LLC13,875$220K0.0%N/A0.004%
7/9/2026Worth Asset Management LLC82,183$1.31M0.4%-11.4%0.025%
7/8/2026Clark Asset Management LLC22,503$357K0.0%N/A0.007%
7/8/2026Evanson Financial LLC35,386$562K0.0%N/A0.011%
7/7/2026CoreCap Advisors LLC290,614$4.62M0.1%+17.4%0.087%
7/7/2026Moulton Wealth Management Inc.41,753$661K0.4%N/A0.012%
7/2/2026Gladwyn 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 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%
5/15/2026Gateway 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%
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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%
5/5/2026Nwam LLC62,748$1.09M0.1%+3.7%0.018%


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 ($128.80M), 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), Tidal Investments LLC ($2.56M), Jane Street Group LLC ($2.18M), Briaud Financial Planning Inc ($1.91M), and SigFig Wealth Management LLC ($1.64M).

Institutional investors have bought a total of 21,781,220 shares in the last 24 months. This purchase volume represents approximately $319.30M in transactions.

Of the 155 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 21,680,408 shares in the last 24 months. This volume of shares sold represents approximately $312.18M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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