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PDBC · Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF ETF

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$19.01 -0.08 (-0.42%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $8,333,410
Total Shares: 524,774

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
84.8%
Sep 2022 → Jun 2026 · range 37.4% – 100.0%
+26.1 pts
Top 5
100.0%
Sep 2022 → Jun 2026 · range 56.5% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 66.5% – 100.0%
0.0 pts
HHI
7,347
Sep 2022 → Jun 2026 · range 1,533 – 10,000
Highly concentrated+2,195

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +83.5%
Shares held: +100.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Principia Wealth Advisory, LLC +290,971 444,974

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 64,300 $1,021,084
Corient Private Wealth LLC 13,951 $221,541
BROWN, LISLE/CUMMINGS, INC. 1,549 $24,598

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 108,208 $1,874,161
Filter: New 3 Increased 1 Reduced 0 Sold out 1 Unchanged 0
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Principia Wealth Advisory, LLC PDBC $7,066,187 84.79% 444,974
CITADEL ADVISORS LLC PDBC $1,021,084 12.25% 64,300
Corient Private Wealth LLC PDBC $221,541 2.66% 13,951
BROWN, LISLE/CUMMINGS, INC. PDBC $24,598 0.30% 1,549