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 427 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
992,378
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
941,467
shares
|
$12.9 Million
6.39% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
900,000
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
841,682
shares
|
$11.5 Million
0.07% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
826,795
shares
|
$11.3 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
807,922
shares
|
$11 Million
6.7% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
803,444
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
738,745
shares
|
$10.1 Million
7.26% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
712,309
shares
|
$9.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 69.7%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
682,405
shares
|
$9.32 Million
2.59% of portfolio
|
Q4 2023
Reduced 16.55%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,384
shares
|
$9.23 Million
0.15% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
664,934
shares
|
$9.08 Million
0.82% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
663,941
shares
|
$9.07 Million
3.51% of portfolio
|
Q4 2023
Reduced 5.5%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
661,000
shares
|
$9.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
650,000
shares
|
$8.88 Million
0.33% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
614,087
shares
|
$8.39 Million
1.77% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
608,746
shares
|
$8.32 Million
0.02% of portfolio
|
Q3 2025
Added 92.8%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
597,364
shares
|
$8.16 Million
1.93% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
581,016
shares
|
$7.94 Million
0.2% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
530,300
shares
|
$7.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
527,799
shares
|
$7.21 Million
0.1% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
513,360
shares
|
$7.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
503,398
shares
|
$6.88 Million
3.07% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
501,925
shares
|
$6.86 Million
1.24% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
500,687
shares
|
$6.84 Million
1.67% of portfolio
|
Q3 2025
Added 56.63%
|
|