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 435 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
157,169
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
148,457
shares
|
$2.02 Million
0.23% of portfolio
|
Q2 2023
Added 17.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
146,173
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
143,561
shares
|
$1.96 Million
0.1% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
142,317
shares
|
$1.94 Million
0.27% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
132,281
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
130,153
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
128,893
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
128,364
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
128,244
shares
|
$1.75 Million
1.05% of portfolio
|
Q3 2024
Reduced 32.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,330
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 92.89%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
125,860
shares
|
$1.72 Million
0.35% of portfolio
|
Q3 2024
Added 65.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
125,533
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
124,412
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
122,324
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
119,682
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2022
Added 0.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
119,351
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.76%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
118,884
shares
|
$1.62 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Dme Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
117,360
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
117,123
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
115,414
shares
|
$1.57 Million
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
113,532
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
113,453
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
112,335
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
111,073
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.79%
|