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 461 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
30,531
shares
|
$393,544
0.1% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
30,454
shares
|
$392,552
0.84% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
30,223
shares
|
$389,574
0.0% of portfolio
|
Q1 2025
Reduced 30.69%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
29,753
shares
|
$383,516
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
29,492
shares
|
$380,151
0.03% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
29,290
shares
|
$377,548
0.02% of portfolio
|
Q3 2024
Reduced 40.61%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,157
shares
|
$375,833
0.0% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
28,133
shares
|
$362,634
0.05% of portfolio
|
Q4 2024
Reduced 97.66%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
28,130
shares
|
$362,595
0.02% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
27,924
shares
|
$359,940
0.27% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
27,140
shares
|
$349,834
0.01% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,527
shares
|
$341,933
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
26,312
shares
|
$339,161
0.18% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
26,125
shares
|
$336,751
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25,806
shares
|
$332,639
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
24,869
shares
|
$320,561
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,702
shares
|
$318,408
0.13% of portfolio
|
Q1 2024
Reduced 32.35%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,865
shares
|
$307,619
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
23,471
shares
|
$302,541
0.01% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
23,202
shares
|
$299,073
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
23,118
shares
|
$297,991
0.08% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
23,003
shares
|
$296,508
0.01% of portfolio
|
Q4 2024
Reduced 40.65%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
23,000
shares
|
$296,470
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
22,979
shares
|
$296,199
0.0% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
22,476
shares
|
$289,715
0.02% of portfolio
|
Q4 2024
Added 53.81%
|