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 444 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
83,219
shares
|
$1.12 Million
0.46% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
78,259
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
77,229
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
77,218
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
76,256
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
75,516
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
73,609
shares
|
$986,360
0.0% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
72,848
shares
|
$976,163
0.28% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
72,119
shares
|
$966,394
0.01% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
72,005
shares
|
$964,867
0.16% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
71,656
shares
|
$960,190
0.03% of portfolio
|
Q1 2025
Added 607.29%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
71,525
shares
|
$958,435
0.0% of portfolio
|
Q3 2022
Reduced 31.88%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
69,610
shares
|
$932,774
0.04% of portfolio
|
Q2 2025
Added 279.91%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
65,573
shares
|
$878,678
0.62% of portfolio
|
Q1 2025
Reduced 58.81%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
65,179
shares
|
$873,398
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
64,871
shares
|
$869,271
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
64,664
shares
|
$866,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
64,406
shares
|
$863,040
0.07% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
64,000
shares
|
$857,600
1.11% of portfolio
|
Q3 2023
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
62,805
shares
|
$841,587
0.72% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
59,626
shares
|
$798,988
0.01% of portfolio
|
Q1 2025
Added 159.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
58,655
shares
|
$785,977
0.01% of portfolio
|
Q1 2025
Reduced 55.29%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
57,663
shares
|
$772,684
0.05% of portfolio
|
Q1 2025
Reduced 73.19%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
57,431
shares
|
$769,575
0.72% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
57,222
shares
|
$766,774
0.48% of portfolio
|
Q2 2025
Added 4.83%
|