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 430 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
11,450
shares
|
$151,254
0.06% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,428
shares
|
$150,963
0.0% of portfolio
|
Q2 2025
Reduced 63.35%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
11,376
shares
|
$150,276
0.03% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
11,292
shares
|
$149,167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,254
shares
|
$148,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
11,186
shares
|
$147,767
0.01% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
11,151
shares
|
$147,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
11,055
shares
|
$146,036
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,900
shares
|
$143,989
0.01% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,695
shares
|
$141,280
0.01% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
10,663
shares
|
$140,858
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
10,619
shares
|
$140,276
0.18% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,356
shares
|
$136,802
0.0% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
10,331
shares
|
$136,472
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
10,109
shares
|
$133,539
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
10,100
shares
|
$133,421
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
10,041
shares
|
$132,641
0.11% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
8,763
shares
|
$115,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
6,277
shares
|
$82,919
0.0% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,998
shares
|
$79,233
0.0% of portfolio
|
Q1 2025
Added 1756.97%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
5,789
shares
|
$76,472
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,689
shares
|
$75,151
0.02% of portfolio
|
Q1 2025
Reduced 62.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,433
shares
|
$71,769
0.0% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,258
shares
|
$69,458
0.05% of portfolio
|
Q3 2024
Reduced 54.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,141
shares
|
$67,912
0.0% of portfolio
|
Q3 2025
New holding
|