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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
283,600
shares
|
$3.75 Million
1.69% of portfolio
|
Q4 2022
Reduced 93.23%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
277,415
shares
|
$3.66 Million
1.22% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
274,051
shares
|
$3.62 Million
0.14% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
272,191
shares
|
$3.6 Million
1.97% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.59 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
265,478
shares
|
$3.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
253,188
shares
|
$3.34 Million
2.99% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
252,375
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
251,681
shares
|
$3.32 Million
1.44% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.32 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
245,296
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 73.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
242,347
shares
|
$3.2 Million
0.02% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
241,011
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
237,811
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 72.36%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
233,506
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
230,714
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
222,348
shares
|
$2.94 Million
2.14% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
221,771
shares
|
$2.93 Million
0.16% of portfolio
|
Q2 2025
Reduced 41.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
220,654
shares
|
$2.91 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
215,900
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Added 838.7%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
214,351
shares
|
$2.83 Million
0.03% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
209,202
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
208,973
shares
|
$2.76 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.76 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
189,027
shares
|
$2.5 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.8%
|