Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) Institutional Ownership

$14.19
+0.05 (+0.35%)
(As of 05/16/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)

Number of
Institutional Buyers
(last 12 months)
263
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$579.10M
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PDBC Institutional Buying and Selling by Quarter

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Comerica Bank283,295$3.93M0.0%-30.7%0.079%
5/17/2024Pineridge Advisors LLC498,338$6.91M2.4%+0.7%0.138%
5/17/2024Hancock Whitney Corp348,357$4.83M0.2%-19.3%0.097%
5/17/2024Coppell Advisory Solutions Corp.11,589$161K0.0%N/A0.003%
5/17/2024Tidal Investments LLC18,523$257K0.0%N/A0.005%
5/17/2024Innealta Capital LLC78,517$1.09M0.5%-10.4%0.022%
5/16/2024Innova Wealth Partners46,856$650K0.5%+30.9%0.013%
5/16/2024B. Riley Wealth Advisors Inc.876,046$13.10M0.3%+34.1%0.243%
5/15/2024 Transcendent Capital Group LLC3,577$50K0.0%+25.1%0.001%
5/15/2024 Fairview Capital Investment Management LLC273,403$3.79M0.2%+0.7%0.076%
5/15/2024 Steel Grove Capital Advisors LLC458,265$6.36M0.2%+234.9%0.127%
5/15/2024 1832 Asset Management L.P.1,511,388$20.96M0.0%N/A0.419%
5/15/2024 Quadrature Capital Ltd28,100$390K0.0%N/A0.008%
5/14/2024 Axxcess Wealth Management LLC34,005$472K0.0%+3.6%0.009%
5/14/2024 CreativeOne Wealth LLC179,397$2.49M0.1%+1.9%0.050%
5/14/2024 InterOcean Capital Group LLC271,824$3.77M0.1%+32.5%0.075%
5/13/2024 O Shaughnessy Asset Management LLC16,504$229K0.0%N/A0.005%
5/11/2024 Capital Wealth Alliance LLC38,992$541K0.3%+3.0%0.011%
5/11/2024 Continental Investors Services Inc.28,325$396K0.9%+11.2%0.008%
5/10/2024 Osaic Holdings Inc.1,943,283$26.95M0.1%-0.9%0.539%
5/10/2024 Wintrust Investments LLC178,413$2.48M0.2%-22.4%0.050%
5/10/2024 GM Advisory Group LLC1,608,770$22.31M1.6%+3.3%0.447%
5/10/2024 Nwam LLC118,690$1.67M0.1%+34.5%0.033%
5/9/2024 Great Lakes Retirement Inc.26,104$362K0.1%-5.6%0.007%
5/9/2024 Leo Wealth LLC164,373$2.28M0.2%+2.8%0.046%
5/9/2024 Orion Portfolio Solutions LLC74,747$1.04M0.0%-16.8%0.021%
5/9/2024 Blair William & Co. IL66,911$928K0.0%+2.6%0.019%
5/9/2024 Kingsview Wealth Management LLC11,192$155K0.0%-21.0%0.003%
5/9/2024 Zega Financial LLC38,112$529K0.2%+65.6%0.011%
5/9/2024 Charles Schwab Investment Advisory Inc.10,674$148K0.0%N/A0.003%
5/9/2024 Endowment Wealth Management Inc.25,221$350K0.3%+13.6%0.007%
5/9/2024 Patton Fund Management Inc.397,142$5.51M1.0%+24.0%0.110%
5/9/2024 Koshinski Asset Management Inc.83,329$1.16M0.1%N/A0.023%
5/8/2024 Avantax Advisory Services Inc.58,248$808K0.0%-77.0%0.016%
5/8/2024 US Bancorp DE71,331$989K0.0%+32.9%0.020%
5/8/2024 Addison Capital Co20,054$278K0.1%+24.6%0.006%
5/8/2024 Headlands Technologies LLC3,786$53K0.0%+237.1%0.001%
5/8/2024 New Republic Capital LLC92,231$1.28M0.8%+1.8%0.026%
5/7/2024 Atomi Financial Group Inc.181,745$2.52M0.2%+1,468.8%0.050%
5/7/2024 Wealthspire Advisors LLC72,206$1.00M0.0%-8.7%0.020%
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5/7/2024 Insight Advisors LLC PA36,510$506K0.1%+13.3%0.010%
5/6/2024 Envestnet Portfolio Solutions Inc.58,032$805K0.0%-40.2%0.016%
5/6/2024 VitalStone Financial LLC126,623$1.76M1.3%-48.2%0.035%
5/4/2024 Geneos Wealth Management Inc.69,117$959K0.0%-15.8%0.020%
5/4/2024 Csenge Advisory Group19,028$264K0.0%-8.8%0.005%
5/3/2024 VeraBank N.A.20,790$288K0.1%-4.0%0.006%
5/2/2024 USAdvisors Wealth Management LLC54,055$743K0.3%+17.9%0.015%
5/2/2024 Quent Capital LLC451,521$6.26M0.7%+3.1%0.128%
5/2/2024 Curran Financial Partners LLC20,909$290K0.1%+10.5%0.006%
5/2/2024 Bryn Mawr Capital Management LLC4,361$60K0.0%-90.1%0.001%
5/2/2024 Greenwood Capital Associates LLC22,414$311K0.0%+15.2%0.006%
5/1/2024 Connecticut Wealth Management LLC12,329$171K0.0%-48.3%0.003%
5/1/2024 Janney Capital Management LLC1,022,661$14.18M0.9%-0.7%0.289%
5/1/2024 Janney Montgomery Scott LLC39,145$543K0.0%-4.9%0.011%
5/1/2024 BNP Paribas Financial Markets573,300$7.95M0.0%+81,800.0%0.162%
5/1/2024 Mirae Asset Global Investments Co. Ltd.53,235$738K0.0%+38.6%0.015%
5/1/2024 Retirement Group LLC24,702$343K0.1%-32.3%0.007%
4/30/2024 Private Advisor Group LLC275,178$3.82M0.0%+29.2%0.078%
4/30/2024 Saxony Capital Management LLC69,122$959K1.2%+9.6%0.020%
4/30/2024 Perigon Wealth Management LLC55,134$765K0.0%-7.6%0.016%
4/29/2024Commonwealth Equity Services LLC393,177$5.45M0.0%-21.6%0.111%
4/29/2024 Principal Financial Group Inc.1,175,605$16.35M0.0%-17.5%0.332%
4/29/2024 Benjamin F. Edwards & Company Inc.25,252$350K0.0%-98.7%0.007%
4/26/2024 Plan Group Financial LLC195,694$2.71M1.8%+10.3%0.055%
4/26/2024 BLB&B Advisors LLC17,734$246K0.0%-93.2%0.005%
4/26/2024 YHB Investment Advisors Inc.2,451$34K0.0%N/A0.001%
4/26/2024 TI Trust Inc.28,087$390K0.3%+123.4%0.008%
4/25/2024 Equitable Trust Co.44,890$623K0.0%-1.6%0.013%
4/25/2024 MFA Wealth Advisors LLC446,535$6.19M1.6%+6.1%0.126%
4/25/2024 Cambridge Investment Research Advisors Inc.637,453$8.84M0.0%-11.0%0.180%
4/24/2024 Simplicity Wealth LLC14,923$207K0.0%-5.5%0.004%
4/23/2024 Canal Capital Management LLC27,906$387K0.1%-66.7%0.008%
4/23/2024 Lunt Capital Management Inc.33,553$465K0.2%N/A0.009%
4/23/2024 Nations Financial Group Inc. IA ADV50,716$703K0.1%-2.7%0.014%
4/23/2024 Accurate Wealth Management LLC15,499$219K0.1%-5.1%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.1,780,411$24.69M0.0%-25.2%0.503%
4/22/2024 PFG Investments LLC13,575$188K0.0%-87.3%0.004%
4/22/2024 MBL Wealth LLC398,525$5.53M0.6%+157.9%0.112%
4/22/2024Ashton Thomas Private Wealth LLC143,531$1.99M0.1%-1.5%0.041%
4/19/2024 Wealth Management Resources Inc.349,218$4.78M2.1%-4.7%0.099%
4/19/2024 Evolution Wealth Advisors LLC558,416$7.75M1.5%-9.8%0.158%
4/19/2024 Altiora Financial Group LLC20,347$282K0.1%-13.1%0.006%
4/18/2024 Farmers & Merchants Investments Inc.12,543$174K0.0%-84.2%0.004%
4/18/2024 Miracle Mile Advisors LLC230,279$3.19M0.1%-12.0%0.065%
4/18/2024 Echo45 Advisors LLC573,451$7.95M5.7%+5.4%0.162%
4/18/2024 Kowal Investment Group LLC28,230$392K0.1%+29.1%0.008%
4/17/2024 Gradient Capital Advisors LLC14,326$199K0.1%+34.0%0.004%
4/17/2024 Guidance Capital Inc.39,828$571K0.2%N/A0.011%
4/17/2024 Vicus Capital14,412$200K0.0%+8.0%0.004%
4/16/2024 Fidelity D & D Bancorp Inc.195,388$2.71M2.0%+7.2%0.055%
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4/16/2024 Maltin Wealth Management Inc.16,454$228K0.1%N/A0.005%
4/16/2024 Transform Wealth LLC64,763$898K0.1%-72.9%0.018%
4/16/2024 180 Wealth Advisors LLC22,459$312K0.1%-10.4%0.006%
4/16/2024 Wealth Enhancement Advisory Services LLC159,200$2.21M0.0%-39.6%0.045%
4/15/2024 SMI Advisory Services LLC1,469,944$21.02M5.9%N/A0.415%
4/15/2024 DGS Capital Management LLC20,196$280K0.1%+6.4%0.006%
4/15/2024 Aletheian Wealth Advisors LLC181,825$2.52M1.4%+10.8%0.051%
4/15/2024 Brookstone Capital Management295,206$4.10M0.1%+6.9%0.083%
4/15/2024 Flagstar Advisors Inc.64,636$897K0.2%-3.3%0.018%
4/12/2024 Global Assets Advisory LLC14,557$202K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

PDBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDBC shares?

During the previous two years, 571 institutional investors and hedge funds held shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($12.96B), Wells Fargo & Company MN ($1.61B), Morgan Stanley ($372.70M), Empower Advisory Group LLC ($312.20M), Personal Capital Advisors Corp ($235.16M), Charles Schwab Investment Management Inc. ($153.61M), and Bank of America Corp DE ($123.99M).Learn more on PDBC's institutional investors.

Which institutional investors have been buying Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock?

Of the 495 institutional investors that purchased Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empower Advisory Group LLC ($19.64M), Wells Fargo & Company MN ($17.78M), SigFig Wealth Management LLC ($4.76M), Bailard Inc. ($4.27M), US Bancorp DE ($3.07M), Morgan Stanley ($2.94M), and Jane Street Group LLC ($2.73M).

How much institutional buying is happening at Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF?

Institutional investors have bought a total of 152,261,741 shares in the last 24 months. This purchase volume represents approximately $3.99B in transactions.

Which Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF major shareholders have been selling company stock?

Of the 337 institutional investors that sold Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($15.83M), Bailard Inc. ($9.00M), Wells Fargo & Company MN ($7.95M), 3EDGE Asset Management LP ($6.72M), Charles Schwab Investment Management Inc. ($6.09M), UBS Group AG ($5.26M), and Personal Capital Advisors Corp ($3.71M).

How much institutional selling is happening at Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF?

Institutional investors have sold a total of 123,209,209 shares in the last 24 months. This volume of shares sold represents approximately $3.14B in transactions.


This page (NASDAQ:PDBC) was last updated on 5/17/2024 by MarketBeat.com Staff

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