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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
124,331
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
124,301
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
123,442
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
121,688
shares
|
$1.61 Million
0.81% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
119,682
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2022
Added 0.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
119,335
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
117,082
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
116,452
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
114,901
shares
|
$1.52 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
110,874
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 85.95%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
109,456
shares
|
$1.45 Million
0.29% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
107,907
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
107,523
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2025
Added 132.38%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
107,096
shares
|
$1.41 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
105,880
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
104,813
shares
|
$1.38 Million
0.43% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
102,426
shares
|
$1.35 Million
1.01% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
Feb 14, 2024 Q4 2023 |
96,990
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
94,126
shares
|
$1.24 Million
0.4% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
94,063
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
94,038
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 60.32%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
90,909
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
89,462
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
88,378
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
86,504
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.08%
|