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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
933,422
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
931,327
shares
|
$11.7 Million
0.48% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
900,460
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Added 23.34%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
893,068
shares
|
$11.2 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
872,120
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
860,522
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
782,500
shares
|
$9.81 Million
0.01% of portfolio
|
Q1 2025
Added 63.87%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
769,593
shares
|
$9.65 Million
7.32% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
753,736
shares
|
$9.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
751,613
shares
|
$9.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
745,554
shares
|
$9.35 Million
0.03% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
730,992
shares
|
$9.17 Million
2.55% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
720,543
shares
|
$9.04 Million
8.16% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
703,707
shares
|
$8.82 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
682,405
shares
|
$8.56 Million
2.59% of portfolio
|
Q4 2023
Reduced 16.55%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,384
shares
|
$8.47 Million
0.15% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
663,941
shares
|
$8.33 Million
3.51% of portfolio
|
Q4 2023
Reduced 5.5%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
597,364
shares
|
$7.49 Million
1.93% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
572,821
shares
|
$7.18 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
547,106
shares
|
$6.86 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
516,051
shares
|
$6.47 Million
0.01% of portfolio
|
Q1 2025
Added 1525.66%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
512,098
shares
|
$6.42 Million
4.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
480,543
shares
|
$6.03 Million
0.54% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
471,663
shares
|
$5.91 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
462,463
shares
|
$5.8 Million
1.44% of portfolio
|
Q1 2025
Added 5.26%
|