Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.6MNew |
$403M - $455M
|
21.6M
$284M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.67M+ 10.63% |
$106M - $120M
|
59M
$778M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.57M+ 42.99% |
$29.4M - $33.2M
|
5.23M
$68.9M
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
969KNew |
$18.1M - $20.4M
|
969K
$12.8M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
700K+ 75.23% |
$13.1M - $14.8M
|
1.63M
$21.5M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
661K+ 11.94% |
$12.3M - $13.9M
|
6.19M
$81.6M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
568K+ 863.93% |
$10.6M - $12M
|
634K
$8.35M
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
540K+ 730.45% |
$10.1M - $11.4M
|
614K
$8.09M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
418KNew |
$7.81M - $8.82M
|
418K
$5.51M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
378K+ 19.57% |
$7.06M - $7.97M
|
2.31M
$30.4M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
373K+ 1129015.12% |
$6.96M - $7.86M
|
373K
$4.91M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
370K+ 1505.36% |
$6.9M - $7.8M
|
394K
$5.19M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
366K+ 106.31% |
$6.85M - $7.73M
|
711K
$9.37M
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
353KNew |
$6.59M - $7.44M
|
353K
$4.65M
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
299K+ 279747.66% |
$5.59M - $6.32M
|
299K
$3.95M
|
|
Nov 12, 2021
Q3 2021
|
Titan Capital Management, LLC
|
BUY
|
- |
277KNew |
$5.18M - $5.85M
|
277K
$3.65M
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
277K+ 57.39% |
$5.17M - $5.84M
|
760K
$10M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
243K+ 44.24% |
$4.53M - $5.12M
|
791K
$10.4M
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
241K+ 65.6% |
$4.5M - $5.08M
|
608K
$8.02M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
187K+ 1046.96% |
$3.5M - $3.95M
|
205K
$2.7M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
187KNew |
$3.49M - $3.94M
|
187K
$2.46M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
163KNew |
$3.05M - $3.45M
|
163K
$2.15M
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
155KNew |
$2.89M - $3.26M
|
155K
$2.04M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
151KNew |
$2.83M - $3.19M
|
151K
$2M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
148KNew |
$2.76M - $3.11M
|
148K
$1.94M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142KNew |
$2.66M - $3M
|
142K
$1.88M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
141K+ 249.93% |
$2.63M - $2.97M
|
197K
$2.6M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
123K+ 153.79% |
$2.29M - $2.59M
|
202K
$2.67M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
121KNew |
$2.27M - $2.56M
|
121K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
118K+ 28.29% |
$2.2M - $2.48M
|
534K
$7.03M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
106K+ 594.16% |
$1.97M - $2.23M
|
123K
$1.63M
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
94.8K+ 35.4% |
$1.77M - $2M
|
362K
$4.78M
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
91.7K+ 12.02% |
$1.71M - $1.94M
|
855K
$11.3M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
91.5K+ 176.87% |
$1.71M - $1.93M
|
143K
$1.89M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
83.5KNew |
$1.56M - $1.76M
|
83.5K
$1.1M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
81.8K+ 7.47% |
$1.53M - $1.73M
|
1.18M
$15.5M
|
|
Oct 26, 2021
Q3 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
81K+ 338.06% |
$1.51M - $1.71M
|
105K
$1.38M
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
79.9K+ 91.41% |
$1.49M - $1.69M
|
167K
$2.21M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.4K+ 13.81% |
$1.43M - $1.61M
|
629K
$8.29M
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
75.5KNew |
$1.41M - $1.59M
|
75.5K
$996K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.2K+ 31.21% |
$1.39M - $1.57M
|
312K
$4.11M
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
69.6KNew |
$1.3M - $1.47M
|
69.6K
$918K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
66.2K+ 5.94% |
$1.24M - $1.4M
|
1.18M
$15.6M
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
62.3K+ 22.66% |
$1.16M - $1.32M
|
337K
$4.45M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
59.2KNew |
$1.11M - $1.25M
|
59.2K
$780K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.1K+ 4.18% |
$1.07M - $1.21M
|
1.43M
$18.8M
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
56.4KNew |
$1.05M - $1.19M
|
56.4K
$743K
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
55KNew |
$1.03M - $1.16M
|
55K
$725K
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
52.7K+ 43.73% |
$985K - $1.11M
|
173K
$2.28M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
44.6KNew |
$834K - $942K
|
44.6K
$588K
|