Institutional Ownership Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC). We have compiled data on the 433 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
125,931,307
shares
|
$1.66 Billion
0.39% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
26,384,106
shares
|
$348 Million
1.2% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
20,930,746
shares
|
$276 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
15,910,585
shares
|
$210 Million
1.14% of portfolio
|
Q4 2022
Added 6.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,355,736
shares
|
$83.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,241,416
shares
|
$82.3 Million
0.02% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,993,061
shares
|
$79 Million
2.93% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,327,315
shares
|
$57 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,604,360
shares
|
$47.5 Million
0.04% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,800,910
shares
|
$36.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.56%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
2,712,000
shares
|
$35.7 Million
1.7% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,214,930
shares
|
$29.2 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,901,174
shares
|
$25.1 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,880,171
shares
|
$24.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
1,650,044
shares
|
$21.7 Million
11.44% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,619,655
shares
|
$21.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,336,882
shares
|
$17.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,242,848
shares
|
$16.4 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,231,423
shares
|
$16.2 Million
0.17% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,226,486
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,200,694
shares
|
$15.8 Million
2.63% of portfolio
|
Q3 2024
Added 26.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,179,505
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,070,788
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 52.15%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,067,151
shares
|
$14.1 Million
9.97% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
1,051,310
shares
|
$13.9 Million
0.52% of portfolio
|
Q3 2024
Added 1.75%
|