Purchases and Sales Made in Q1 2023 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 2023. 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 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19.2MNew |
$260M - $291M
|
19.2M
$253M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.27M+ 5.72% |
$98.8M - $110M
|
134M
$1.77B
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.09M+ 692.59% |
$28.3M - $31.6M
|
2.39M
$31.5M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.34MNew |
$18.1M - $20.3M
|
1.34M
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.28M+ 6.49% |
$17.4M - $19.4M
|
21M
$278M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
680K+ 95.62% |
$9.23M - $10.3M
|
1.39M
$18.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
480K+ 32.49% |
$6.52M - $7.28M
|
1.96M
$25.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
439K+ 146.55% |
$5.97M - $6.66M
|
739K
$9.76M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
421K+ 16.96% |
$5.72M - $6.39M
|
2.9M
$38.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
419K+ 583.8% |
$5.69M - $6.36M
|
491K
$6.48M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
406K+ 113.37% |
$5.51M - $6.15M
|
764K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
381K+ 28.24% |
$5.17M - $5.77M
|
1.73M
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
301K+ 16.16% |
$4.09M - $4.57M
|
2.17M
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
270K+ 52.02% |
$3.67M - $4.1M
|
789K
$10.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
235K+ 26.92% |
$3.19M - $3.56M
|
1.11M
$14.6M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
210KNew |
$2.85M - $3.19M
|
210K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
194K+ 1804.23% |
$2.63M - $2.94M
|
204K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
178K+ 13.12% |
$2.41M - $2.69M
|
1.53M
$20.2M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
165KNew |
$2.24M - $2.5M
|
165K
$2.18M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
152K+ 26.04% |
$2.07M - $2.31M
|
738K
$9.75M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
152K+ 26.16% |
$2.07M - $2.31M
|
735K
$9.71M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
148K+ 14.19% |
$2.02M - $2.25M
|
1.19M
$15.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 593.16% |
$1.53M - $1.71M
|
131K
$1.74M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
111K+ 23.15% |
$1.51M - $1.68M
|
591K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
106K+ 29.8% |
$1.45M - $1.62M
|
464K
$6.13M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 53.48% |
$1.42M - $1.59M
|
301K
$3.97M
|
|
|
Jul 31, 2025
Q1 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
102K+ 206.44% |
$1.38M - $1.55M
|
151K
$2M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101K+ 2.36% |
$1.37M - $1.53M
|
4.37M
$57.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
98.2K+ 51.46% |
$1.33M - $1.49M
|
289K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
97KNew |
$1.32M - $1.47M
|
97K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.5K+ 9.24% |
$1.28M - $1.43M
|
1.12M
$14.8M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
91.8K+ 13.98% |
$1.25M - $1.39M
|
748K
$9.88M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
89KNew |
$1.21M - $1.35M
|
89K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.8KNew |
$1.18M - $1.32M
|
86.8K
$1.15M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
82.3K+ 57.35% |
$1.12M - $1.25M
|
226K
$2.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
82K+ 19.23% |
$1.11M - $1.24M
|
508K
$6.72M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
81.7K+ 21.16% |
$1.11M - $1.24M
|
468K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
81.1K+ 13.9% |
$1.1M - $1.23M
|
665K
$8.78M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
75.5K+ 32.69% |
$1.03M - $1.15M
|
306K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
72K+ 19.73% |
$978K - $1.09M
|
437K
$5.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
64K+ 22.53% |
$869K - $971K
|
348K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
63.1K+ 4.16% |
$857K - $958K
|
1.58M
$20.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
62.8K+ 35.7% |
$853K - $953K
|
239K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
62.1K+ 11.28% |
$843K - $942K
|
612K
$8.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
61K+ 23.15% |
$829K - $926K
|
325K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.9K+ 10.6% |
$745K - $832K
|
573K
$7.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
54.7K+ 12.82% |
$743K - $830K
|
482K
$6.36M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
54.6K+ 9.6% |
$741K - $828K
|
623K
$8.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
53.8K+ 4.83% |
$731K - $816K
|
1.17M
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52.6K+ 53.84% |
$715K - $798K
|
150K
$1.99M
|