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 |
---|---|---|---|---|---|
Jfg Wealth Management, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
314,339
shares
|
$4.23 Million
1.26% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
309,336
shares
|
$4.16 Million
0.17% of portfolio
|
Q2 2024
Added 4.75%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 02, 2024 Q2 2024 |
303,340
shares
|
$4.08 Million
1.12% of portfolio
|
Q2 2024
Added 54.31%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
289,761
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2024
Added 444.31%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
285,753
shares
|
$3.85 Million
0.25% of portfolio
|
Q2 2024
Added 4.52%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
285,282
shares
|
$3.84 Million
0.02% of portfolio
|
Q2 2024
Added 0.7%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
283,600
shares
|
$3.82 Million
1.69% of portfolio
|
Q4 2022
Reduced 93.23%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Aug 05, 2024 Q2 2024 |
276,103
shares
|
$3.72 Million
0.12% of portfolio
|
Q4 2023
Added 11.01%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,824
shares
|
$3.66 Million
0.09% of portfolio
|
Q1 2024
Added 32.48%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
270,430
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.68%
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 19, 2024 Q2 2024 |
263,308
shares
|
$3.54 Million
3.81% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
Summit Global Investments
Bountiful, UT |
Jul 22, 2024 Q2 2024 |
251,908
shares
|
$3.39 Million
0.24% of portfolio
|
Q2 2024
Added 0.04%
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
251,190
shares
|
$3.38 Million
4.1% of portfolio
|
Q3 2022
Added 13.96%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
238,925
shares
|
$3.22 Million
0.04% of portfolio
|
Q2 2024
Reduced 23.31%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
224,175
shares
|
$3.02 Million
0.04% of portfolio
|
Q2 2024
Added 4.66%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 07, 2024 Q2 2024 |
214,036
shares
|
$2.88 Million
0.5% of portfolio
|
Q2 2024
Added 4.98%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
213,158
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
210,362
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
208,768
shares
|
$2.81 Million
2.4% of portfolio
|
Q2 2022
Added 11.32%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
202,986
shares
|
$2.73 Million
0.22% of portfolio
|
Q2 2024
Added 213.43%
|
|
Worth Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
200,189
shares
|
$2.69 Million
1.73% of portfolio
|
Q2 2024
New holding
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
200,000
shares
|
$2.69 Million
1.29% of portfolio
|
Q4 2022
New holding
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 16, 2024 Q2 2024 |
199,585
shares
|
$2.69 Million
2.53% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
199,484
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2024
Added 2.35%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
198,391
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.35%
|