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 461 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,461
shares
|
$534,432
0.0% of portfolio
|
Q4 2024
Added 157.12%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
41,362
shares
|
$533,156
0.11% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
41,255
shares
|
$531,776
0.0% of portfolio
|
Q2 2024
Added 25.38%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
41,157
shares
|
$530,513
0.08% of portfolio
|
Q1 2025
Added 83.34%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
40,981
shares
|
$528,245
0.08% of portfolio
|
Q3 2024
Added 159.36%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
40,815
shares
|
$526,105
0.02% of portfolio
|
Q4 2024
Added 71.87%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,494
shares
|
$521,967
0.01% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
38,947
shares
|
$502,026
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
38,596
shares
|
$497,502
0.1% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
38,364
shares
|
$494,511
0.0% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
37,893
shares
|
$488,440
0.0% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,888
shares
|
$475,486
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
36,536
shares
|
$470,949
0.13% of portfolio
|
Q2 2024
Reduced 91.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
35,913
shares
|
$462,918
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
35,697
shares
|
$460,134
0.28% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
34,984
shares
|
$450,943
0.03% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
34,653
shares
|
$446,677
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
34,601
shares
|
$446,006
0.02% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
34,435
shares
|
$443,867
0.03% of portfolio
|
Q1 2025
Added 47.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
32,802
shares
|
$422,817
0.0% of portfolio
|
Q4 2024
Reduced 50.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
32,525
shares
|
$419,247
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
31,918
shares
|
$411,423
0.09% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,744
shares
|
$409,180
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
31,639
shares
|
$407,826
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,573
shares
|
$406,975
0.03% of portfolio
|
Q1 2025
Reduced 18.18%
|