Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ACT MGE ET CMDT FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.7M+ 29.01% |
$250M - $337M
|
78.7M
$1.08B
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
13.1M+ 41139.29% |
$185M - $249M
|
13.1M
$179M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.49M+ 33.12% |
$91.6M - $124M
|
26.1M
$356M
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.72M+ 279.92% |
$80.8M - $109M
|
7.76M
$106M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
5.13M+ 246.73% |
$72.5M - $97.8M
|
7.21M
$98.5M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
4.73M+ 33200.39% |
$66.7M - $90.1M
|
4.74M
$64.8M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.95M+ 66.12% |
$55.7M - $75.2M
|
9.92M
$135M
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.05MNew |
$43.1M - $58.2M
|
3.05M
$41.7M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.76M+ 348.85% |
$39M - $52.6M
|
3.55M
$48.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.56M+ 165.29% |
$36.1M - $48.8M
|
4.11M
$56.1M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.12M+ 13.34% |
$30M - $40.5M
|
18M
$247M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.04M+ 45.48% |
$28.8M - $38.8M
|
6.51M
$89M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.83M+ 61.77% |
$25.8M - $34.8M
|
4.79M
$65.4M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53M+ 148.69% |
$21.6M - $29.1M
|
2.56M
$34.9M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.29MNew |
$18.2M - $24.6M
|
1.29M
$17.6M
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.28MNew |
$18.1M - $24.5M
|
1.28M
$17.5M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.27MNew |
$18M - $24.3M
|
1.27M
$17.4M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25M+ 254.94% |
$17.7M - $23.9M
|
1.75M
$23.9M
|
|
May 16, 2022
Q1 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.19MNew |
$16.8M - $22.6M
|
1.19M
$16.2M
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
BUY
|
- |
924KNew |
$13M - $17.6M
|
924K
$12.6M
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
922K+ 155.21% |
$13M - $17.6M
|
1.52M
$20.7M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
889K+ 880.75% |
$12.6M - $17M
|
990K
$13.5M
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
878KNew |
$12.4M - $16.7M
|
878K
$12M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
838K+ 194.36% |
$11.8M - $16M
|
1.27M
$17.3M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
813K+ 400.92% |
$11.5M - $15.5M
|
1.02M
$13.9M
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
728K+ 6600.15% |
$10.3M - $13.9M
|
739K
$10.1M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
695K+ 1328.72% |
$9.81M - $13.2M
|
747K
$10.2M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
691K+ 214.44% |
$9.76M - $13.2M
|
1.01M
$13.8M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
634K+ 5983.47% |
$8.95M - $12.1M
|
644K
$8.8M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
622K+ 3168.25% |
$8.79M - $11.9M
|
642K
$8.77M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
609K+ 67.4% |
$8.6M - $11.6M
|
1.51M
$20.7M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
580KNew |
$8.19M - $11.1M
|
580K
$7.92M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
578K+ 207.15% |
$8.16M - $11M
|
857K
$11.7M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
555K+ 413.86% |
$7.84M - $10.6M
|
689K
$9.41M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
542K+ 32.15% |
$7.65M - $10.3M
|
2.23M
$30.4M
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
539K+ 125.98% |
$7.61M - $10.3M
|
966K
$13.2M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
519K+ 520.87% |
$7.33M - $9.9M
|
619K
$8.46M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
490K+ 199.58% |
$6.91M - $9.33M
|
735K
$10M
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
486KNew |
$6.86M - $9.26M
|
486K
$6.63M
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
459K+ 2741.94% |
$6.49M - $8.76M
|
476K
$6.5M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
452KNew |
$6.38M - $8.62M
|
452K
$6.18M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
442K+ 4344.21% |
$6.24M - $8.42M
|
452K
$6.18M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
401K+ 1552.27% |
$5.67M - $7.65M
|
427K
$5.84M
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
401K+ 154.84% |
$5.66M - $7.65M
|
660K
$9.02M
|
|
May 16, 2022
Q1 2022
|
Kcl Capital, L.P.
New York, NY |
BUY
|
- |
400KNew |
$5.65M - $7.62M
|
400K
$5.46M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
384KNew |
$5.43M - $7.33M
|
384K
$5.25M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
376KNew |
$5.31M - $7.17M
|
376K
$5.14M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
368K+ 53.32% |
$5.2M - $7.02M
|
1.06M
$14.5M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
350KNew |
$4.95M - $6.68M
|
350K
$4.79M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
342K+ 446.06% |
$4.83M - $6.52M
|
419K
$5.72M
|