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 460 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
92,866
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
92,340
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Added 48.34%
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
92,317
shares
|
$1.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
90,149
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
89,821
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 25.49%
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
87,861
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
86,052
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 10.28%
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
85,948
shares
|
$1.09 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
83,981
shares
|
$1.07 Million
0.76% of portfolio
|
Q1 2025
Added 151.45%
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
83,197
shares
|
$1.06 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
83,083
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
79,908
shares
|
$1.02 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
79,809
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 545.23%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
78,259
shares
|
$995,454
0.02% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
76,256
shares
|
$969,976
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
75,516
shares
|
$960,563
0.21% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
75,388
shares
|
$958,935
0.01% of portfolio
|
Q4 2024
Added 44.67%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
71,525
shares
|
$909,798
0.0% of portfolio
|
Q3 2022
Reduced 31.88%
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
70,554
shares
|
$897,446
0.01% of portfolio
|
Q4 2024
Added 70.91%
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
70,085
shares
|
$891,481
0.13% of portfolio
|
Q4 2024
New holding
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
69,907
shares
|
$889,217
0.14% of portfolio
|
Q4 2024
Added 13.51%
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
69,290
shares
|
$881,368
0.08% of portfolio
|
Q4 2024
Reduced 59.43%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
67,899
shares
|
$863,675
0.31% of portfolio
|
Q4 2024
New holding
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
67,518
shares
|
$858,828
0.28% of portfolio
|
Q4 2024
Added 26.95%
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
67,135
shares
|
$853,957
0.01% of portfolio
|
Q4 2024
Reduced 6.4%
|