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 438 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
124,331
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
123,728
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
123,442
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
122,637
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
121,688
shares
|
$1.62 Million
0.81% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
120,878
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
119,682
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2022
Added 0.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
119,335
shares
|
$1.59 Million
0.05% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
116,452
shares
|
$1.55 Million
0.13% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
114,901
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
110,874
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 85.95%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
110,714
shares
|
$1.47 Million
0.51% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
109,456
shares
|
$1.46 Million
0.29% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
107,907
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
107,096
shares
|
$1.43 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
105,880
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
102,426
shares
|
$1.36 Million
1.01% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
Feb 14, 2024 Q4 2023 |
96,990
shares
|
$1.29 Million
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
94,126
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
94,063
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
94,038
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Added 60.32%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
92,947
shares
|
$1.24 Million
0.2% of portfolio
|
Q4 2024
Added 116.5%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
91,215
shares
|
$1.21 Million
0.51% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
90,919
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
89,792
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.12%
|