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PDBC Institutional Ownership & 13F Holders | SmartMoneyDB

PDBCINVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD · CUSIP 46090F100

Smart Money Ownership

Of the 5 tracked institutions holding PDBC, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +9.1pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

PDBC (INVESCO ACTVELY MNGD ETC FD) Institutional Ownership Summary

Among the 5 tracked institutional investors we monitor, PDBC (INVESCO ACTVELY MNGD ETC FD) is held with a combined value of $163.37M across 10,303,645 shares. The largest holder is STATE STREET CORP with a position worth $156.98M. 3 funds opened new positions in the most recent quarter. 1 fund increased its holdings.

Total Institutional Value

$163.37M

Total Shares Held

10,303,645

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

STATE STREET CORP+11% shares~$15.0M RENAISSANCE TECHNOLOGIES LLCNew position~$4.1M Point72 Asset Management, L.P.New position~$978.6K BlackRock, Inc.New position~$12.4K

Biggest Sellers

None this quarter.

13F Institutional Holders

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STATE STREET CORP

0.00% of book+10.6%

$156.98M

RENAISSANCE TECHNOLOGIES LLC

0.01% of bookNew

$4.11M

GREENLIGHT CAPITAL INC

0.06% of book-

$1.29M

Point72 Asset Management, L.P.

#	Fund	Value↓	Shares	Portfolio %	Change
1	STATE STREET CORP	$156.98M	9,885,348	0.00%	+10.6%
2	RENAISSANCE TECHNOLOGIES LLC	$4.11M	258,900	0.01%	New
3	GREENLIGHT CAPITAL INC	$1.29M	96,990	0.06%	-
4	Point72 Asset Management, L.P.	$978.57K	61,623	0.00%	New
5	BlackRock, Inc.	$12.45K	784	0.00%	New

Congress Trading

1 member · 3 disclosed trades in PDBC

Member	Type	Amount	Date
Markwayne Mullin	Sell	$250,001 - $500,000	Dec 26, 2024
Markwayne Mullin	Buy	$15,001 - $50,000	Nov 12, 2024
Markwayne Mullin	Buy	$250,001 - $500,000	Oct 29, 2024

Frequently Asked Questions

Which institutional investors own the most PDBC stock?

As of the latest SEC 13F filings, STATE STREET CORP is the largest institutional holder of PDBC with a position worth $156.98M, representing 0.00% of their portfolio. In total, 5 institutional investors hold PDBC with a combined value of $163.37M.

Are hedge funds buying or selling PDBC?

In the most recent quarter, 3 funds opened a new position in PDBC. Additionally, 1 increased their holdings.

What percentage of PDBC is owned by institutional investors?

Institutional investors hold $163.37M worth of PDBC stock across 5 positions. The largest institutional holder is STATE STREET CORP with $156.98M in holdings.

What is a 13F filing and why does it matter for PDBC?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For PDBC, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track PDBC institutional moves

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