Who owns Invesco Actively Managd Etf optimum yield?
- Ticker: PDBC
- CUSIP Number: 46090f100
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Analyze quarterly positions in Invesco Actively Managd Etf optimum yield with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Actively Managd Etf optimum yield stock
Who bought or sold Invesco Actively Managd Etf optimum yield this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 121M | $1.6B | -6% | Dec 2023 |
|
| Empower Advisory Group | 22M | $293M | 5% | Dec 2023 |
|
| Bank of America Corporation | 5.9M | $79M | -11% | Dec 2023 |
|
| SigFig Wealth Management | 4.9M | $66M | 4% | Dec 2023 |
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| Jane Street | 3.7M | $49M | 1873% | Dec 2023 |
|
| Lockheed Martin Investment Management Company | 2.9M | $39M | 0% | Dec 2023 |
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| Stifel Financial | 2.7M | $36M | 6437% | Dec 2023 |
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| UBS Group | 2.4M | $32M | -24% | Dec 2023 |
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| Advisor Group Holdings | 2.0M | $26M | 19% | Dec 2023 |
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| Park Avenue Securities | 1.9M | $27M | 3% | Mar 2024 |
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| Benjamin F. Edwards & Company | 1.9M | $25M | 7722% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.8M | $25M | -25% | Mar 2024 |
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| AE Wealth Management | 1.7M | $24M | 61% | Dec 2023 |
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| GM Advisory | 1.6M | $21M | -1% | Dec 2023 |
|
| SMI Advisory Services | 1.5M | $21M | 100% | Mar 2024 |
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| Principal Financial Group | 1.4M | $19M | 39% | Dec 2023 |
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| Johnson Financial | 1.2M | $16M | 1989% | Dec 2023 |
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| M^T Bank Corporation | 1.2M | $16M | -5% | Dec 2023 |
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| B & T Capital Management DBA Alpha Capital Management | 1.1M | $15M | 7% | Mar 2024 |
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| Janney Capital Management | 1.0M | $14M | -6% | Dec 2023 |
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| Foundations Investment Advisors | 969k | $13M | 16% | Dec 2023 |
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| Goldman Sachs Group | 928k | $12M | 10% | Dec 2023 |
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| Madison Asset Management | 892k | $12M | -2% | Dec 2023 |
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| Bank of New York Mellon | 848k | $12M | 39% | Mar 2024 |
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| Marion Wealth Management | 806k | $11M | 59% | Mar 2024 |
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| Estate Counselors | 781k | $10M | 7361% | Dec 2023 |
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| Royal Bank of Canada | 711k | $9.5M | 4% | Dec 2023 |
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| Engrave Wealth Partners | 682k | $9.1M | -17% | Dec 2023 |
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| NinePointTwo Capital | 664k | $8.8M | -6% | Dec 2023 |
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| National Asset Management | 653k | $8.7M | -25% | Dec 2023 |
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| Integrated Capital Management | 638k | $8.8M | 3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 638k | $8.8M | -11% | Mar 2024 |
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| Traverso Chambers Private Wealth Management | 597k | $7.9M | 7% | Dec 2023 |
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| Ambassador Advisors | 575k | $7.6M | 3% | Dec 2023 |
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| Echo45 Advisors | 574k | $8.0M | 5% | Mar 2024 |
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| Evolution Wealth Advisors | 558k | $7.7M | -10% | Mar 2024 |
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| Alliancebernstein | 520k | $6.9M | -24% | Dec 2023 |
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| CWM | 516k | $7.2M | 21% | Mar 2024 |
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| Commonwealth Equity Services | 501k | $6.7M | 9% | Dec 2023 |
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| Pineridge Advisors | 495k | $6.6M | 100% | Dec 2023 |
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| Hsbc Holdings | 478k | $6.4M | 36% | Dec 2023 |
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| McMahon Financial Advisors | 447k | $6.2M | 6% | Mar 2024 |
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| Quent Capital | 438k | $5.8M | 45% | Dec 2023 |
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| Hancock Bank Trust Department | 432k | $5.7M | 60% | Dec 2023 |
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| Private Harbour Investment Management & Counsel | 420k | $5.8M | -1% | Mar 2024 |
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| MBL Wealth | 399k | $5.5M | 158% | Mar 2024 |
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| JFG Wealth Management | 358k | $4.8M | 1352% | Dec 2023 |
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| Wealth Management Resources | 349k | $4.8M | -5% | Mar 2024 |
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| Rockefeller Capital Management | 348k | $4.6M | 142% | Dec 2023 |
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| Jpmorgan Chase & Co | 344k | $4.6M | -29% | Dec 2023 |
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| Aspect Partners | 337k | $4.5M | 100% | Dec 2023 |
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| LFA - Lugano Financial Advisors SA | 334k | $4.4M | -20% | Dec 2023 |
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| Patton Fund Management | 320k | $4.3M | 1% | Dec 2023 |
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| Kestra Private Wealth Services | 320k | $4.3M | 36% | Dec 2023 |
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| Cim | 320k | $4.3M | 100% | Dec 2023 |
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| Arete Wealth Advisors | 311k | $4.1M | 29% | Dec 2023 |
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| OVERSEA-CHINESE BANKING Corp | 307k | $4.1M | 0% | Dec 2023 |
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| CPR Investments | 302k | $4.2M | 4% | Mar 2024 |
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| Brookstone Capital Management | 295k | $4.1M | 7% | Mar 2024 |
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| Alhambra Investment Partners | 262k | $3.6M | 9% | Mar 2024 |
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| H D Vest Advisory Services | 253k | $3.4M | 321% | Dec 2023 |
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| Summit Global Investments | 251k | $3.3M | -61% | Dec 2023 |
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| VitalStone Financial | 244k | $3.2M | 6% | Dec 2023 |
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| Oarsman Capital | 242k | $3.2M | 15% | Dec 2023 |
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| Branch Banking & Trust Company | 239k | $3.2M | 14% | Dec 2023 |
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| Flow Traders US | 237k | $3.1M | 100% | Dec 2023 |
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| Executive Wealth Management | 234k | $3.1M | -11% | Dec 2023 |
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| Miracle Mile Advisors | 230k | $3.2M | -12% | Mar 2024 |
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| Wayne Hummer Investments | 230k | $3.1M | 1% | Dec 2023 |
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| Jmac Enterprises | 229k | $3.0M | -42% | Dec 2023 |
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| Raymond James & Associates | 224k | $3.1M | -8% | Mar 2024 |
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| Transamerica Financial Advisors | 223k | $3.0M | 58% | Dec 2023 |
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| Creative Planning | 222k | $2.9M | -6% | Dec 2023 |
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| Baird Financial | 215k | $2.9M | -42% | Dec 2023 |
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| Private Advisor | 213k | $2.8M | 222% | Dec 2023 |
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| Bennett Associates Wealth Management | 212k | $2.9M | 27% | Mar 2024 |
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| Andina Capital Management | 211k | $2.9M | 88% | Mar 2024 |
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| InterOcean Capital Group | 205k | $2.7M | 915% | Dec 2023 |
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| Roble, Belko & Company | 204k | $2.8M | 876% | Mar 2024 |
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| We Are One Seven | 201k | $2.7M | 7% | Dec 2023 |
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| ALM First Financial Advisors | 200k | $2.7M | 0% | Dec 2023 |
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| Hilltop Holdings | 196k | $2.6M | -64% | Dec 2023 |
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| Plan Group Financial | 196k | $2.7M | 10% | Mar 2024 |
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| Fidelity D & D Bancorp | 195k | $2.7M | 7% | Mar 2024 |
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| Atria Wealth Solutions | 195k | $2.6M | 54% | Dec 2023 |
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| HPM Partners | 184k | $2.5M | -11% | Dec 2023 |
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| Aletheian Wealth Advisors | 182k | $2.5M | 11% | Mar 2024 |
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| Assetmark | 178k | $2.4M | -13% | Dec 2023 |
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| Change Path | 176k | $2.3M | -3% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 167k | $2.3M | -7% | Mar 2024 |
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| Leo Wealth | 160k | $2.1M | 100% | Dec 2023 |
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| Congress Asset Management | 159k | $2.2M | -3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 159k | $2.2M | -40% | Mar 2024 |
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| Ausdal Financial Partners | 159k | $2.2M | 72% | Mar 2024 |
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| Windham Capital Management | 157k | $2.1M | -4% | Dec 2023 |
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| Charles Schwab Investment Management | 155k | $2.1M | 100% | Dec 2023 |
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| Visionary Wealth Advisors | 155k | $2.1M | 61% | Dec 2023 |
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| Ashton Thomas Private Wealth | 144k | $2.0M | -1% | Mar 2024 |
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| Green Square Capital | 137k | $1.8M | -73% | Dec 2023 |
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| Avestar Capital | 136k | $1.8M | -4% | Dec 2023 |
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| CoreCap Advisors | 130k | $1.7M | -53% | Dec 2023 |
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| Kure Advisory | 127k | $1.7M | -2% | Dec 2023 |
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| Mid-American Wealth Advisory Group | 123k | $1.7M | 100% | Mar 2024 |
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| Benjamin Edwards | 122k | $1.6M | 100% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 119k | $1.6M | 25% | Dec 2023 |
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| Wesbanco Trust And Investments | 115k | $1.6M | 100% | Mar 2024 |
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| James Investment Research | 114k | $1.5M | -12% | Dec 2023 |
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| Atria Investments | 113k | $1.5M | -46% | Dec 2023 |
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| Efficient Wealth Management | 113k | $1.5M | -85% | Dec 2023 |
|
| CFG Asset Management | 111k | $1.5M | 4% | Dec 2023 |
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| Citadel Advisors | 111k | $1.5M | -95% | Dec 2023 |
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| GenTrust | 110k | $1.5M | 0% | Mar 2024 |
|
| Focus Financial Network | 108k | $1.4M | 100% | Dec 2023 |
|
| Citigroup | 106k | $1.4M | -4% | Dec 2023 |
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| Zacks Investment Management | 100k | $1.3M | 5% | Dec 2023 |
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| Greenlight Capital | 97k | $1.3M | 0% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 97k | $1.3M | 100% | Dec 2023 |
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| New Republic Capital | 91k | $1.2M | 68% | Dec 2023 |
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| Orion Portfolio Solutions | 90k | $1.2M | -27% | Dec 2023 |
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| Nwam | 88k | $1.2M | 13% | Dec 2023 |
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| Innealta Capital | 88k | $1.2M | 44% | Dec 2023 |
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| Vident Advisory | 87k | $1.2M | -39% | Dec 2023 |
|
| Verity Asset Management | 83k | $1.1M | 2% | Dec 2023 |
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| Geneos Wealth Management | 82k | $1.1M | 8% | Dec 2023 |
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| Continuum Advisory | 80k | $1.1M | -30% | Dec 2023 |
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| All Season Financial Advisors | 80k | $1.1M | 100% | Mar 2024 |
|
| Sontag Advisory | 79k | $1.1M | -11% | Dec 2023 |
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| Palumbo Wealth Management | 79k | $1.1M | -23% | Mar 2024 |
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| Walkner Condon Financial Advisors | 79k | $1.1M | 0% | Mar 2024 |
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| IFP Advisors | 72k | $955k | -20% | Dec 2023 |
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| NVWM | 66k | $882k | 100% | Dec 2023 |
|
| William Blair $ Company | 65k | $868k | 15% | Dec 2023 |
|
| Carnick & Kubik | 65k | $898k | -73% | Mar 2024 |
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| Signature Securities Group Corporation | 65k | $897k | -3% | Mar 2024 |
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| Captrust Financial Advisors | 65k | $858k | -48% | Dec 2023 |
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| Saxony Capital Management | 63k | $838k | 100% | Dec 2023 |
|
| Perigon Wealth Management | 60k | $794k | -28% | Dec 2023 |
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| RFG Advisory | 58k | $803k | 1% | Mar 2024 |
|
| Two Sigma Securities | 55k | $725k | -1% | Dec 2023 |
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| Us Bancorp | 54k | $714k | 3% | Dec 2023 |
|
| Nations Financial Group | 51k | $703k | -3% | Mar 2024 |
|
| B.O.S.S. Retirement Advisors | 51k | $671k | 100% | Dec 2023 |
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| Defined Wealth Management | 50k | $694k | -1% | Mar 2024 |
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| Fundamentun | 49k | $678k | -7% | Mar 2024 |
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| USAdvisors Wealth Management | 46k | $609k | -18% | Dec 2023 |
|
| Bruce G. Allen Investments | 45k | $627k | 10% | Mar 2024 |
|
| Equitable Trust | 45k | $623k | -2% | Mar 2024 |
|
| Upper Left Wealth Management | 45k | $621k | -8% | Mar 2024 |
|
| Wsfs Capital Management | 44k | $585k | -6% | Dec 2023 |
|
| HighTower Advisors | 43k | $569k | -94% | Dec 2023 |
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| Mariner Wealth Advisors | 39k | $520k | -86% | Dec 2023 |
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| Mirae Asset Global Investments | 38k | $511k | -96% | Dec 2023 |
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| Prospera Financial Services | 38k | $505k | -86% | Dec 2023 |
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| Virtue Capital Management | 36k | $482k | -38% | Dec 2023 |
|
| Innova Wealth Partners | 36k | $476k | -89% | Dec 2023 |
|
| Deutsche Bank Aktiengesellschaft | 33k | $438k | -31% | Dec 2023 |
|
| Axxcess Wealth Management | 33k | $436k | -33% | Dec 2023 |
|
| Dynamic Advisors Solutions | 29k | $404k | -79% | Mar 2024 |
|
| TCG Advisory Services | 29k | $382k | -44% | Dec 2023 |
|
| Canal Capital Management | 28k | $387k | -67% | Mar 2024 |
|
| Sigma Planning | 21k | $276k | -76% | Dec 2023 |
|
| BLB^B Advisors | 18k | $246k | -93% | Mar 2024 |
|
| SevenOneSeven Capital Management | 16k | $209k | -89% | Dec 2023 |
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| Ethos Financial Group | 14k | $189k | -95% | Dec 2023 |
|
| Kingsview Wealth Management | 14k | $188k | -85% | Dec 2023 |
|
| PFG Investments | 14k | $188k | -87% | Mar 2024 |
|
| Farmers & Merchants Investment | 13k | $174k | -84% | Mar 2024 |
|
| Bailard | 10k | $137k | -100% | Dec 2023 |
|
Who sold out of Invesco Actively Managd Etf optimum yield?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flagship Harbor Advisors | Dec 2023 | 1.1M | $14M |
| CX Institutional | Dec 2023 | 1.0M | $13M |
| Aveo Capital Partners | Sep 2023 | 721k | $11M |
| Barclays | Sep 2023 | 518k | $7.7M |
| Lakeview Capital Partners | Sep 2023 | 514k | $7.7M |
| Strid | Dec 2023 | 487k | $6.5M |
| Pacific Financial Group | Sep 2023 | 373k | $5.6M |
| Gladstone Institutional Advisory | Sep 2023 | 204k | $3.0M |
| Sawtooth Asset Management | Sep 2023 | 159k | $2.4M |
| Bleakley Financial Group | Sep 2023 | 159k | $2.4M |
| Millennium Management | Sep 2023 | 150k | $2.2M |
| Latitude Advisors | Dec 2023 | 113k | $1.5M |
| Moulton Wealth Management | Sep 2023 | 101k | $1.5M |
| Johnson Investment Counsel | Sep 2023 | 95k | $1.4M |
| Koshinski Asset Management | Sep 2023 | 82k | $1.2M |
| Almanack Investment Partners | Sep 2023 | 80k | $1.2M |
| Wilbanks Smith & Thomas Asset Management | Sep 2023 | 79k | $1.2M |
| Stokes Family Office | Sep 2023 | 75k | $1.1M |
| Olympus Wealth Management | Dec 2023 | 66k | $883k |