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 445 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $3.74 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
49,365
shares
|
$661,491
0.01% of portfolio
|
Q4 2022
Added 161.76%
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
49,098
shares
|
$657,913
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
46,851
shares
|
$627,803
0.07% of portfolio
|
Q3 2024
Reduced 65.52%
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
46,507
shares
|
$623,193
0.01% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
46,156
shares
|
$618,490
0.01% of portfolio
|
Q3 2024
Added 8.75%
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
46,071
shares
|
$617,351
0.15% of portfolio
|
Q4 2024
Added 9.65%
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
45,601
shares
|
$611,053
0.31% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
44,298
shares
|
$593,593
0.35% of portfolio
|
Q3 2024
Added 8.86%
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
43,943
shares
|
$588,836
1.14% of portfolio
|
Q3 2022
Reduced 25.69%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
43,049
shares
|
$576,856
0.04% of portfolio
|
Q3 2024
Added 20.27%
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
42,932
shares
|
$575,288
0.1% of portfolio
|
Q3 2024
Reduced 34.46%
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
42,246
shares
|
$566,096
0.14% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
41,371
shares
|
$554,371
0.24% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
41,362
shares
|
$554,250
0.11% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
41,281
shares
|
$553,165
0.0% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
41,255
shares
|
$552,817
0.0% of portfolio
|
Q2 2024
Added 25.38%
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
40,981
shares
|
$549,145
0.08% of portfolio
|
Q3 2024
Added 159.36%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
40,700
shares
|
$545,380
0.0% of portfolio
|
Q3 2024
Reduced 25.68%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,494
shares
|
$542,619
0.01% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
40,027
shares
|
$536,361
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
39,492
shares
|
$529,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
38,932
shares
|
$521,688
0.0% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
38,756
shares
|
$519,330
0.01% of portfolio
|
Q2 2024
Added 16.59%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
38,596
shares
|
$517,186
0.1% of portfolio
|
Q3 2024
Added 12.64%
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
38,590
shares
|
$517,106
0.04% of portfolio
|
Q4 2024
Added 4.49%
|