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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
50,973
shares
|
$678,450
0.02% of portfolio
|
Q2 2025
Reduced 33.99%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
50,926
shares
|
$677,825
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,816
shares
|
$676,360
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
50,166
shares
|
$667,709
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,760
shares
|
$648,995
0.0% of portfolio
|
Q2 2025
Reduced 36.86%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
48,584
shares
|
$646,653
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
46,915
shares
|
$624,438
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
45,901
shares
|
$610,942
0.05% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
45,894
shares
|
$610,849
0.08% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
45,843
shares
|
$610,170
0.38% of portfolio
|
Q2 2025
Reduced 45.41%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
45,503
shares
|
$605,644
0.19% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
44,430
shares
|
$591,363
0.27% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
44,280
shares
|
$589,366
0.55% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
43,943
shares
|
$584,881
1.14% of portfolio
|
Q3 2022
Reduced 25.69%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
43,002
shares
|
$572,356
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
42,941
shares
|
$571,544
0.39% of portfolio
|
Q2 2025
Reduced 32.29%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
42,326
shares
|
$563,359
0.39% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
42,189
shares
|
$561,535
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
41,708
shares
|
$555,133
0.03% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
41,278
shares
|
$549,410
0.14% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
40,981
shares
|
$545,457
0.08% of portfolio
|
Q3 2024
Added 159.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
39,692
shares
|
$528,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
38,596
shares
|
$513,712
0.1% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
36,784
shares
|
$489,595
0.05% of portfolio
|
Q2 2025
Added 249.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
36,685
shares
|
$488,277
0.01% of portfolio
|
Q2 2025
Added 8.92%
|