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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
38,596
shares
|
$483,993
0.1% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
37,848
shares
|
$474,613
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
36,536
shares
|
$458,161
0.13% of portfolio
|
Q2 2024
Reduced 91.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
34,878
shares
|
$437,370
0.0% of portfolio
|
Q1 2025
Added 106.49%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
34,653
shares
|
$434,548
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
34,601
shares
|
$433,896
0.02% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
34,435
shares
|
$431,814
0.03% of portfolio
|
Q1 2025
Added 47.7%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
33,955
shares
|
$425,795
0.13% of portfolio
|
Q1 2025
Reduced 30.84%
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
33,867
shares
|
$424,692
0.04% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
33,680
shares
|
$422,347
0.01% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
33,041
shares
|
$414,334
0.07% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,785
shares
|
$411,123
0.01% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
32,525
shares
|
$407,863
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
32,092
shares
|
$402,433
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
31,918
shares
|
$400,251
0.09% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,573
shares
|
$395,925
0.03% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,182
shares
|
$391,022
0.0% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
30,817
shares
|
$386,445
0.3% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
30,671
shares
|
$384,614
0.88% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
30,223
shares
|
$378,996
0.0% of portfolio
|
Q1 2025
Reduced 30.69%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
29,747
shares
|
$373,027
0.04% of portfolio
|
Q1 2025
Added 576.07%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
29,387
shares
|
$368,512
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
27,994
shares
|
$351,044
0.02% of portfolio
|
Q1 2025
Reduced 81.19%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
27,553
shares
|
$345,514
0.03% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,527
shares
|
$332,648
0.09% of portfolio
|
Q4 2024
Added 2.87%
|