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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
455,005
shares
|
$5.71 Million
0.11% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
454,038
shares
|
$5.69 Million
0.37% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
449,669
shares
|
$5.64 Million
0.66% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
434,089
shares
|
$5.44 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
429,956
shares
|
$5.39 Million
0.1% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
381,847
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
381,347
shares
|
$4.78 Million
0.22% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
378,126
shares
|
$4.74 Million
0.06% of portfolio
|
Q1 2025
Added 952.89%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
377,288
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
374,945
shares
|
$4.7 Million
0.78% of portfolio
|
Q1 2025
Added 93.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
362,667
shares
|
$4.55 Million
0.49% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
358,715
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
354,959
shares
|
$4.45 Million
0.05% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
342,560
shares
|
$4.3 Million
1.0% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
337,698
shares
|
$4.23 Million
5.25% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
336,558
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
335,872
shares
|
$4.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 37.73%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
320,978
shares
|
$4.03 Million
1.61% of portfolio
|
Q1 2025
Added 76.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
315,074
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2025
Added 1820.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
298,467
shares
|
$3.74 Million
0.13% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
285,454
shares
|
$3.58 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
283,600
shares
|
$3.56 Million
1.69% of portfolio
|
Q4 2022
Reduced 93.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
276,215
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
274,086
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.41 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|