INVESCO OPTIMUM YIELD DIVERS (PDBC) Institutional Ownership Changes & 13F Activity

INVESCO OPTIMUM YIELD DIVERS (PDBC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Manufacturers Life Insurance Company, The, Envestnet Asset Management Inc, Jane Street Group, Llc, and Flow Traders U.S. Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-2,645,179-67.3%1,286,770$20.43MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+12,970—12,970$205.96KQ2 2026Sep 23, 2026
State Street CorpBuy+947,501+10.6%9,885,348$156.98MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheBuy+18,288,767+335.0%23,747,602$121.12MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+18,845+9.1%226,655$3.60MQ2 2026Sep 09, 2026
Brown, Lisle/Cummings, Inc.Buy+1,383+833.1%1,549$24.60KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-13,469-49.1%13,951$221.54KQ2 2026Aug 27, 2026
West Michigan Advisors, LlcBuy+11,478+17.9%75,583$1.20MQ2 2026Aug 21, 2026
Stock Yards Bank & Trust CoBuy+49,568—49,568$787.14KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-6,763-19.4%28,052$445.47KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+263,704—263,704$4.19MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+272,161+73.8%640,791$10.18MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+111,524—111,524$1.77MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-16,039-16.3%82,531$1.31MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+5,306+7.7%74,003$1.18MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-432-0.7%60,310$958.00KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-34,879,257-34.3%66,878,686$1.06BQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+1,764,472—1,764,472$28.02MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+1,593,441—1,593,441$25.30MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+1,169,282—1,169,282$18.57MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,020,483-20.8%3,878,921$61.60MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+495,410+67.6%1,227,800$19.50MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcSell-365,517-73.3%133,187$2.12MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-306,029-53.2%269,152$4.27MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+290,388+591.2%339,510$5.39MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-172,630-23.6%558,194$8.86MQ2 2026Aug 14, 2026
Perissos Private Wealth Management, LlcSell-154,196-44.5%192,247$3.05MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+149,856—149,856$2.38MQ2 2026Aug 14, 2026
Hsbc Holdings PlcSell-141,000-13.8%880,000$13.97MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+66,358+17.9%436,306$6.93MQ2 2026Aug 14, 2026
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Frequently asked questions about PDBC activity

  • Which institutional owners are buying PDBC?

    Institutional owners buying PDBC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PDBC activity?

    "Buy" means an investor increased their reported position in PDBC compared to the prior reporting period. This reflects growing exposure to INVESCO OPTIMUM YIELD DIVERS (PDBC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PDBC increasing?

    Institutional interest in PDBC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.