Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.7M+ 631.1% |
$47.1M - $52.6M
|
4.29M
$57.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.5M+ 89.09% |
$31.8M - $35.5M
|
5.3M
$71.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.73M+ 6.54% |
$22M - $24.5M
|
28.1M
$380M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.43M+ 3724.93% |
$18.2M - $20.4M
|
1.47M
$19.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.16M+ 70.2% |
$14.8M - $16.5M
|
2.81M
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.13MNew |
$14.4M - $16M
|
1.13M
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.08M+ 178.95% |
$13.8M - $15.4M
|
1.68M
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1M+ 81.92% |
$12.8M - $14.3M
|
2.23M
$30.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
994KNew |
$12.7M - $14.1M
|
994K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
758KNew |
$9.65M - $10.8M
|
758K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
682K+ 18.93% |
$8.69M - $9.71M
|
4.29M
$57.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
645KNew |
$8.22M - $9.18M
|
645K
$8.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
510K+ 8.51% |
$6.5M - $7.26M
|
6.5M
$87.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
437K+ 372.95% |
$5.56M - $6.22M
|
554K
$7.48M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
395KNew |
$5.04M - $5.62M
|
395K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
346K+ 67.8% |
$4.41M - $4.92M
|
856K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
277K+ 72.83% |
$3.54M - $3.95M
|
659K
$8.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
277KNew |
$3.53M - $3.95M
|
277K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
276K+ 97.54% |
$3.52M - $3.93M
|
560K
$7.56M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
259KNew |
$3.3M - $3.69M
|
259K
$3.5M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
251KNew |
$3.19M - $3.57M
|
251K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
210KNew |
$2.67M - $2.99M
|
210K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
175K+ 609.01% |
$2.23M - $2.49M
|
203K
$2.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
173KNew |
$2.2M - $2.46M
|
173K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
162K+ 56.3% |
$2.06M - $2.3M
|
449K
$6.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
159KNew |
$2.03M - $2.27M
|
159K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
153K+ 39.73% |
$1.95M - $2.18M
|
539K
$7.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
146KNew |
$1.87M - $2.08M
|
146K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
143KNew |
$1.82M - $2.03M
|
143K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
132K+ 1012.35% |
$1.69M - $1.88M
|
146K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
127K+ 145.5% |
$1.62M - $1.81M
|
215K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126K+ 40.73% |
$1.61M - $1.8M
|
436K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
121KNew |
$1.54M - $1.72M
|
121K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
113K+ 204.77% |
$1.43M - $1.6M
|
168K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106KNew |
$1.35M - $1.51M
|
106K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
87.9KNew |
$1.12M - $1.25M
|
87.9K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
70.5K+ 19.1% |
$898K - $1M
|
439K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
70.1KNew |
$893K - $997K
|
70.1K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67.9KNew |
$865K - $966K
|
67.9K
$917K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
67.4K+ 545.23% |
$859K - $960K
|
79.8K
$1.08M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.3K+ 6.37% |
$844K - $943K
|
1.11M
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
52.4K+ 54.4% |
$668K - $746K
|
149K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
50.9KNew |
$649K - $724K
|
50.9K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
50K+ 116.5% |
$637K - $712K
|
92.9K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.3K+ 95.22% |
$628K - $701K
|
101K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47K+ 2.5% |
$598K - $668K
|
1.93M
$26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.4K+ 11.8% |
$578K - $645K
|
430K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
45KNew |
$573K - $640K
|
45K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.9K+ 34.98% |
$572K - $639K
|
173K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.2K+ 33.84% |
$512K - $572K
|
159K
$2.15M
|