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 453 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
477,500
shares
|
$6.51 Million
0.0% of portfolio
|
Q4 2023
Added 36.23%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
448,538
shares
|
$6.11 Million
0.34% of portfolio
|
Q4 2024
Added 56.3%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
442,694
shares
|
$6.03 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
439,346
shares
|
$5.99 Million
1.31% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
435,880
shares
|
$5.94 Million
0.02% of portfolio
|
Q4 2024
Added 40.73%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
435,615
shares
|
$5.94 Million
1.12% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
429,548
shares
|
$5.85 Million
0.1% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
397,990
shares
|
$5.42 Million
0.09% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
395,280
shares
|
$5.39 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Feb 11, 2025 Q4 2024 |
379,314
shares
|
$5.17 Million
5.54% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
376,900
shares
|
$5.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
372,704
shares
|
$5.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
364,857
shares
|
$4.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 52.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
362,311
shares
|
$4.94 Million
0.01% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
361,521
shares
|
$4.93 Million
0.47% of portfolio
|
Q4 2024
Reduced 59.01%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
349,116
shares
|
$4.76 Million
0.68% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
323,731
shares
|
$4.41 Million
0.15% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
321,860
shares
|
$4.39 Million
0.04% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
318,854
shares
|
$4.35 Million
0.84% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
315,734
shares
|
$4.3 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
295,330
shares
|
$4.03 Million
0.28% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
293,120
shares
|
$4 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
291,654
shares
|
$3.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
289,789
shares
|
$3.95 Million
1.38% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
283,600
shares
|
$3.87 Million
1.69% of portfolio
|
Q4 2022
Reduced 93.23%
|