Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.05M+ 2801.6% |
$58.1M - $72.6M
|
4.19M
$55.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.88M+ 12.51% |
$27M - $33.7M
|
16.9M
$223M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.56M+ 1.24% |
$22.3M - $28M
|
127M
$1.67B
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.41M+ 442.21% |
$20.2M - $25.2M
|
1.72M
$22.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
976K+ 31.76% |
$14M - $17.5M
|
4.05M
$53.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
963K+ 6.45% |
$13.8M - $17.3M
|
15.9M
$210M
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
901KNew |
$12.9M - $16.2M
|
901K
$11.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
708K+ 4290.65% |
$10.2M - $12.7M
|
725K
$9.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
634KNew |
$9.1M - $11.4M
|
634K
$8.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
611KNew |
$8.76M - $11M
|
611K
$8.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
586KNew |
$8.4M - $10.5M
|
586K
$7.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
582KNew |
$8.36M - $10.5M
|
582K
$7.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
572KNew |
$8.2M - $10.3M
|
572K
$7.53M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
510K+ 179.36% |
$7.32M - $9.15M
|
794K
$10.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
501K+ 171.15% |
$7.19M - $9M
|
794K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
501KNew |
$7.19M - $8.99M
|
501K
$6.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
490KNew |
$7.03M - $8.79M
|
490K
$6.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
433KNew |
$6.22M - $7.78M
|
433K
$5.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
432KNew |
$6.19M - $7.75M
|
432K
$5.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
430K+ 1739.96% |
$6.17M - $7.72M
|
455K
$6M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
396K+ 10.2% |
$5.68M - $7.1M
|
4.27M
$56.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
341K+ 30.03% |
$4.9M - $6.12M
|
1.48M
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
319KNew |
$4.58M - $5.73M
|
319K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
307K+ 5256.47% |
$4.4M - $5.5M
|
312K
$4.12M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
306K+ 25.28% |
$4.4M - $5.5M
|
1.52M
$20M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
306K+ 25.28% |
$4.4M - $5.5M
|
1.52M
$20M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
271KNew |
$3.89M - $4.87M
|
271K
$3.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
247KNew |
$3.54M - $4.43M
|
247K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
243KNew |
$3.48M - $4.36M
|
243K
$3.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
235K+ 156.02% |
$3.38M - $4.22M
|
386K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
209KNew |
$3M - $3.76M
|
209K
$2.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
209K+ 1920.28% |
$3M - $3.75M
|
220K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
201K+ 17.56% |
$2.89M - $3.61M
|
1.35M
$17.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
200KNew |
$2.87M - $3.59M
|
200K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
195K+ 60.59% |
$2.8M - $3.51M
|
518K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
194K+ 28.34% |
$2.78M - $3.48M
|
878K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
182KNew |
$2.61M - $3.27M
|
182K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
162KNew |
$2.32M - $2.91M
|
162K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
159K+ 157.08% |
$2.28M - $2.85M
|
260K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158K+ 25.76% |
$2.26M - $2.83M
|
770K
$10.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158K+ 25.76% |
$2.26M - $2.83M
|
770K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156K+ 105.92% |
$2.24M - $2.8M
|
303K
$4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
154KNew |
$2.21M - $2.77M
|
154K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
128KNew |
$1.84M - $2.31M
|
128K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
127K+ 648.96% |
$1.83M - $2.29M
|
147K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
121K+ 9.98% |
$1.73M - $2.16M
|
1.33M
$17.5M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
118K+ 6.76% |
$1.7M - $2.12M
|
1.87M
$24.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
111K+ 155.51% |
$1.6M - $2M
|
183K
$2.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
106K+ 250.5% |
$1.53M - $1.91M
|
149K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
93.6KNew |
$1.34M - $1.68M
|
93.6K
$1.23M
|