Who Owns Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC)?Hedge Fund & Institutional Holders

$17.13-0.08 (-0.46%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$12.21$13.46$14.71$15.96$17.21Aug 24Jun 25Mar 26

PDBC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+12.3M+$263.9B
SigFig Wealth Management, LLCNew Position+7.6M+$101.2B
Johnson Financial Group, LLCNew Position+967K+$12.8B
Beacon Capital Management, Inc.New Position+959K+$12.7B
Arkadios Wealth AdvisorsNew Position+629K+$8.0B
LOCKHEED MARTIN INVESTMENT MANAGEMENT CONew Position+550K+$7.3B
Impact Partnership Wealth, LLCNew Position+478K+$6.3B
Aspect Partners, LLCNew Position+465K+$6.2B
ALM First Financial Advisors, LLCNew Position+462K+$6.1B
Echo45 Advisors LLCNew Position+390K+$5.2B
MANUFACTURERS LIFE INSURANCE COMPANY, THEIncreased+514K+$4.9B
Quent Capital, LLCNew Position+365K+$4.8B
Plan Group Financial, LLCNew Position+350K+$4.6B
Symphony Financial, Ltd. Co.New Position+316K+$4.0B
JONES FINANCIAL COMPANIES LLLPNew Position+310K+$4.0B

PDBC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-82K-$407.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3.0M-$41.2B
WELLS FARGO & COMPANY/MNDecreased-958K-$33.6B
BARCLAYS PLCClosed Position-1.1M-$14.4B
NEW YORK LIFE INVESTMENT MANAGEMENT LLCDecreased-85K-$14.2B
BANK OF NOVA SCOTIAClosed Position-900K-$12.1B
Tidal Investments LLCDecreased-336K-$9.6B
OSAIC HOLDINGS, INC.Decreased-594K-$9.4B
Capitolis Liquid Global Markets LLCClosed Position-530K-$7.1B
Cetera Investment AdvisersDecreased-5K-$6.1B
&PARTNERSDecreased-73K-$6.0B
Orion Porfolio Solutions, LLCClosed Position-383K-$5.1B
Creative PlanningDecreased-13K-$2.4B
CreativeOne Wealth, LLCDecreased-141K-$2.1B
Mariner, LLCDecreased-5K-$2.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN56,592,252$749.0B136.41%Share
2WELLS FARGO & COMPANY/MN23,786,673$315.0B57.37%Share
3FMR LLC19,990,615$264.0B13.46%Share
4WELLS FARGO & COMPANY/MN14,980,942$198.0B36.06%Share
5MANUFACTURERS LIFE INSURANCE COMPANY, THE8,788,312$116.0B95.32%Share
6SigFig Wealth Management, LLC7,636,200$101.2B3.02%Share
7WELLS FARGO & COMPANY/MN3,693,082$48.0B8.74%Share
8BANK OF AMERICA CORP /DE/2,166,729$28.0B2.04%Share
9SCS Capital Management LLC2,111,753$28.0B296.45%Share
10BANK OF AMERICA CORP /DE/1,926,223$25.0B1.82%Share
11Marion Wealth Management1,122,132$16.1B3.58%Share
12Johnson Financial Group, LLC966,809$12.8B0.79%Share
13Beacon Capital Management, Inc.958,797$12.7B0.68%Share
14GOLDMAN SACHS GROUP INC972,099$12.0B1.48%Share
15INTEGRATED CAPITAL MANAGEMENT, INC.771,004$10.2B6.79%Share
16HSBC HOLDINGS PLC661,000$8.8B4.98%Share
17UBS Group AG637,090$8.4B1.37%Share
18Arkadios Wealth Advisors626,178$8.0B155.10%Share
19LOCKHEED MARTIN INVESTMENT MANAGEMENT CO550,000$7.3B0.24%Share
20Northeast Financial Group, Inc.533,014$7.1B1.60%Share
21BANK OF AMERICA CORP /DE/544,100$7.0B0.51%Share
22OSAIC HOLDINGS, INC.545,826$7.0B10.23%Share
23PATTON FUND MANAGEMENT, INC.525,316$7.0B0.93%Share
24Impact Partnership Wealth, LLC478,361$6.3B0.81%Share
25Aspect Partners, LLC465,005$6.2B2.70%Share
26ALM First Financial Advisors, LLC462,463$6.1B1.21%Share
27Echo45 Advisors LLC390,185$5.2B2.95%Share
28Equitable Holdings, Inc.391,133$5.0B34.18%Share
29Baird Financial Group, Inc.439,288$5.0B7.79%Share
30Quent Capital, LLC364,648$4.8B0.35%Share
31Plan Group Financial, LLC349,628$4.6B1.20%Share
32JONES FINANCIAL COMPANIES LLLP309,704$4.0B2.44%Share
33JPMORGAN CHASE & CO312,734$4.0B0.25%Share
34CITIGROUP INC337,300$4.0B1.77%Share
35Symphony Financial, Ltd. Co.316,261$4.0B0.54%Share
36Advyzon Investment Management, LLC282,048$3.7B0.43%Share
37New England Capital Financial Advisors LLC265,886$3.5B1.38%Share
38M Wealth Management, LLC257,762$3.4B2.97%Share
39Gladwyn Financial Advisors, Inc.232,063$3.1B2.16%Share
40RAYMOND JAMES FINANCIAL INC279,800$3.0B0.93%Share
41Private Advisor Group, LLC247,909$3.0B14.11%Share
42Lifeworks Advisors, LLC204,698$2.7B0.35%Share
43CoreCap Advisors, LLC197,363$2.6B0.09%Share
44THEORY FINANCIAL LLC166,475$2.4B0.81%Share
45Randall & Associates Wealth Management179,500$2.4B1.65%Share
46Principia Wealth Advisory, LLC176,839$2.3B1.47%Share
47PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC164,352$2.2B0.29%Share
48FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC162,668$2.2B0.11%Share
49Sigma Planning Corp154,836$2.1B0.06%Share
50Innova Wealth Partners152,995$2.0B1.02%Share

PDBC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025378$2.2T+159
Q3 2025219$2.3T-124
Q2 2025343$2.6T-45
Q1 2025388$3.3T+63
Q4 2024325$17.0T+66
Q3 2024259$175.6T-8
Q2 2024267$148.2T+22
Q1 2024245$132.3T—

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As of Q4 2025, 50 institutional investors hold PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF). The largest holder is WELLS FARGO & COMPANY/MN with $749.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PDBC?

As of Q4 2025, 50 institutional investors report holding PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) in their 13F filings.

Who is the largest institutional holder of PDBC?

The largest institutional holder of PDBC is WELLS FARGO & COMPANY/MN with $749.0B in shares.

Is institutional ownership of PDBC increasing or decreasing?

This quarter, 13 institutions opened new positions in PDBC and 4 closed their positions.