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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
124,184
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 542.31%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
123,823
shares
|
$1.55 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
120,515
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.44%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
119,682
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2022
Added 0.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
117,861
shares
|
$1.48 Million
0.16% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
114,449
shares
|
$1.44 Million
0.14% of portfolio
|
Q1 2025
Added 26.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
111,177
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
110,581
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
109,952
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
109,285
shares
|
$1.37 Million
1.02% of portfolio
|
Q1 2025
Reduced 65.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
107,907
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
104,749
shares
|
$1.31 Million
0.62% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
101,335
shares
|
$1.27 Million
0.3% of portfolio
|
Q1 2025
Added 87.17%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
100,696
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
99,517
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
Feb 14, 2024 Q4 2023 |
96,990
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
95,930
shares
|
$1.2 Million
0.82% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
94,126
shares
|
$1.18 Million
0.44% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
93,653
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 342.09%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
93,423
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
92,947
shares
|
$1.17 Million
0.2% of portfolio
|
Q4 2024
Added 116.5%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
92,373
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
92,340
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 48.34%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
92,334
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
92,317
shares
|
$1.16 Million
0.19% of portfolio
|
Q1 2025
Reduced 27.95%
|