Institutional Ownership 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). We have compiled data on the 440 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
521,655
shares
|
$7.02 Million
0.03% of portfolio
|
Q2 2024
Added 1.06%
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
512,897
shares
|
$6.9 Million
0.1% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
510,168
shares
|
$6.87 Million
0.0% of portfolio
|
Q2 2024
Added 13.72%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
482,397
shares
|
$6.49 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
477,500
shares
|
$6.43 Million
0.0% of portfolio
|
Q4 2023
Added 36.23%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
454,871
shares
|
$6.12 Million
0.72% of portfolio
|
Q2 2024
Added 0.74%
|
|
Green Square Capital Advisors LLC
|
Aug 14, 2024 Q2 2024 |
440,545
shares
|
$5.93 Million
0.86% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
439,690
shares
|
$5.92 Million
1.25% of portfolio
|
Q2 2024
Added 4.83%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
434,706
shares
|
$5.85 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
433,490
shares
|
$5.83 Million
0.73% of portfolio
|
Q2 2024
Added 8.77%
|
|
Private Harbour Investment Management & Counsel, LLC
|
Aug 07, 2024 Q2 2024 |
419,672
shares
|
$5.65 Million
6.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
402,901
shares
|
$5.42 Million
3.37% of portfolio
|
Q2 2024
Added 6.86%
|
|
Patton Fund Management, Inc.
|
Jul 16, 2024 Q2 2024 |
399,914
shares
|
$5.38 Million
1.19% of portfolio
|
Q2 2024
Added 0.7%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
382,576
shares
|
$5.15 Million
0.01% of portfolio
|
Q2 2024
Added 5.96%
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 09, 2024 Q2 2024 |
373,304
shares
|
$5.02 Million
1.27% of portfolio
|
Q2 2024
New holding
|
|
Wealth Management Resources, Inc.
|
Jul 17, 2024 Q2 2024 |
371,081
shares
|
$4.99 Million
2.24% of portfolio
|
Q2 2024
Added 6.26%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
370,636
shares
|
$4.99 Million
0.11% of portfolio
|
Q2 2024
Added 4.56%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
366,721
shares
|
$4.94 Million
0.1% of portfolio
|
Q2 2024
Added 24.23%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
356,443
shares
|
$4.8 Million
0.17% of portfolio
|
Q2 2024
Added 2.32%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
356,372
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
347,272
shares
|
$4.67 Million
0.72% of portfolio
|
Q2 2024
Added 2.92%
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
323,800
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2024
Added 56.58%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
322,488
shares
|
$4.34 Million
0.12% of portfolio
|
Q2 2024
Reduced 63.19%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
322,031
shares
|
$4.33 Million
1.01% of portfolio
|
Q2 2024
Added 14.64%
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
315,732
shares
|
$4.25 Million
3.4% of portfolio
|
Q2 2024
Reduced 4.98%
|