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 438 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 $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
1,045,162
shares
|
$13.9 Million
3.47% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
1,000,000
shares
|
$13.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
948,216
shares
|
$12.6 Million
0.45% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
891,691
shares
|
$11.9 Million
6.55% of portfolio
|
Q2 2025
Added 1013185.25%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
858,513
shares
|
$11.4 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
837,933
shares
|
$11.2 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
826,061
shares
|
$11 Million
1.02% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
820,017
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
782,355
shares
|
$10.4 Million
6.79% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
751,613
shares
|
$10 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
731,135
shares
|
$9.73 Million
2.44% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
714,920
shares
|
$9.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
710,744
shares
|
$9.46 Million
7.48% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
682,405
shares
|
$9.08 Million
2.59% of portfolio
|
Q4 2023
Reduced 16.55%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,384
shares
|
$8.99 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
|
$8.84 Million
3.51% of portfolio
|
Q4 2023
Reduced 5.5%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
661,000
shares
|
$8.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
650,000
shares
|
$8.65 Million
0.32% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
635,485
shares
|
$8.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
632,280
shares
|
$8.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
616,800
shares
|
$8.21 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
602,487
shares
|
$8.02 Million
1.31% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
597,364
shares
|
$7.95 Million
1.93% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
524,281
shares
|
$6.98 Million
0.22% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
512,507
shares
|
$6.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.26%
|