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 452 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
121,038,807
shares
|
$1.52 Billion
0.38% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
29,695,319
shares
|
$372 Million
1.33% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,769,795
shares
|
$336 Million
0.15% of portfolio
|
Q1 2025
Added 405.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
21,184,321
shares
|
$266 Million
0.02% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
15,910,585
shares
|
$200 Million
1.14% of portfolio
|
Q4 2022
Added 6.45%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
10,705,696
shares
|
$134 Million
0.01% of portfolio
|
Q1 2025
Added 149.8%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,398,542
shares
|
$105 Million
0.11% of portfolio
|
Q1 2025
Added 276.41%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
6,566,707
shares
|
$82.3 Million
3.2% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,919,756
shares
|
$74.2 Million
0.01% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,580,038
shares
|
$44.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,398,939
shares
|
$42.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,509,479
shares
|
$31.5 Million
13.59% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,265,292
shares
|
$28.4 Million
1.69% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,928,973
shares
|
$24.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,855,163
shares
|
$23.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,576,797
shares
|
$19.8 Million
2.27% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,489,201
shares
|
$18.7 Million
0.07% of portfolio
|
Q1 2025
Added 241.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,362,290
shares
|
$17.1 Million
0.07% of portfolio
|
Q1 2025
Added 119.97%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,333,397
shares
|
$16.7 Million
0.27% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
1,317,800
shares
|
$16.5 Million
0.73% of portfolio
|
Q4 2024
Reduced 51.41%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,245,299
shares
|
$15.6 Million
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,242,848
shares
|
$15.6 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,151,608
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
982,824
shares
|
$12.3 Million
3.56% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
978,780
shares
|
$12.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.87%
|