Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5M+ 405.44% |
$280M - $300M
|
26.8M
$336M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
6.42M+ 149.8% |
$83.8M - $89.7M
|
10.7M
$134M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.17M+ 276.41% |
$80.5M - $86.2M
|
8.4M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.94M+ 16.13% |
$38.4M - $41.1M
|
21.2M
$266M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.59M+ 5.64% |
$20.7M - $22.2M
|
29.7M
$372M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05M+ 241.65% |
$13.7M - $14.7M
|
1.49M
$18.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
743K+ 119.97% |
$9.7M - $10.4M
|
1.36M
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
704KNew |
$9.18M - $9.83M
|
704K
$8.82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
578K+ 10.81% |
$7.54M - $8.07M
|
5.92M
$74.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
484K+ 1525.66% |
$6.32M - $6.77M
|
516K
$6.47M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
472KNew |
$6.16M - $6.59M
|
472K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
342K+ 952.89% |
$4.47M - $4.78M
|
378K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
305K+ 63.87% |
$3.98M - $4.26M
|
783K
$9.81M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
299K+ 1820.95% |
$3.9M - $4.17M
|
315K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
260KNew |
$3.4M - $3.64M
|
260K
$3.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
240KNew |
$3.13M - $3.35M
|
240K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
214KNew |
$2.79M - $2.99M
|
214K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
207K+ 18.37% |
$2.7M - $2.89M
|
1.33M
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
190KNew |
$2.48M - $2.66M
|
190K
$2.38M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
182K+ 93.87% |
$2.37M - $2.54M
|
375K
$4.7M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
168KNew |
$2.19M - $2.34M
|
168K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
160K+ 359.72% |
$2.09M - $2.24M
|
205K
$2.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
141KNew |
$1.84M - $1.97M
|
141K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
139K+ 76.79% |
$1.82M - $1.95M
|
321K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
137KNew |
$1.79M - $1.91M
|
137K
$1.72M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
133K+ 1656.46% |
$1.74M - $1.86M
|
141K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
127KNew |
$1.66M - $1.78M
|
127K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
124KNew |
$1.62M - $1.73M
|
124K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
113K+ 246.8% |
$1.47M - $1.57M
|
158K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111K+ 91.72% |
$1.45M - $1.55M
|
232K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
110K+ 5.1% |
$1.43M - $1.54M
|
2.27M
$28.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 542.31% |
$1.37M - $1.46M
|
124K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
104K+ 11.83% |
$1.36M - $1.45M
|
983K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
101KNew |
$1.31M - $1.41M
|
101K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
91.5K+ 91.34% |
$1.19M - $1.28M
|
192K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87.3K+ 47.49% |
$1.14M - $1.22M
|
271K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
79.9KNew |
$1.04M - $1.12M
|
79.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79.6K+ 166.69% |
$1.04M - $1.11M
|
127K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
72.5K+ 11.01% |
$946K - $1.01M
|
731K
$9.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72.5K+ 342.09% |
$946K - $1.01M
|
93.7K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
69.4KNew |
$906K - $970K
|
69.4K
$871K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.7KNew |
$844K - $903K
|
64.7K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
64.1K+ 35.38% |
$836K - $895K
|
245K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 0.98% |
$830K - $888K
|
6.57M
$82.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
61.5K+ 607.29% |
$803K - $860K
|
71.7K
$899K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.2K+ 21.36% |
$773K - $828K
|
337K
$4.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
57.6K+ 17.8% |
$752K - $805K
|
381K
$4.78M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.6K+ 45.3% |
$739K - $791K
|
182K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
52.2K+ 1304175.0% |
$681K - $729K
|
52.2K
$654K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
50.6K+ 151.45% |
$660K - $707K
|
84K
$1.05M
|