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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Manufacturers Life Insurance Company, The, Mirae Asset Global Investments Co., Ltd., 3Edge Asset Management, Lp, and State Street Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+105,633+4102.3%108,208$1.87MQ1 2026Sep 04, 2026
Mirae Asset Global Investments Co., Ltd.Buy+3,155,516+753.2%3,574,466$61.91MQ1 2026Aug 12, 2026
Brighton Jones LlcBuy+21,895—21,895$379.21KQ1 2026Aug 07, 2026
Capital Advisor Network LlcBuy+53,202—53,202$921.46KQ1 2026Aug 06, 2026
Verus Capital Partners, LlcSell-12,741-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+2,672,739+2.7%101,757,943$1.76BQ1 2026Jul 08, 2026
Truewealth Financial PartnersBuy+12,119—12,119$209.90KQ1 2026May 20, 2026
Mcilrath & Eck, LlcBuy+145,227—145,227$2.52MQ1 2026May 19, 2026
Western Wealth Management, LlcSell-1,656-11.1%13,308$230.49KQ1 2026May 19, 2026
Bank Of America CorpBuy+183,866+3.9%4,899,404$84.86MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+150,499+23.9%779,151$13.49MQ1 2026May 18, 2026
Ifs Group,LlcBuy+28,021—28,021$485.32KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+12,250+94230.8%12,263$212.40KQ1 2026May 18, 2026
Cim, LlcSell-3,825-0.9%416,032$7.21MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-1,692-5.7%28,117$99.23KQ1 2026May 18, 2026
Centaurus Financial, Inc.Sell-457-0.7%60,742$1.05MQ1 2026May 18, 2026
Charles Schwab Investment Management IncBuy+5,502,629—5,502,629$95.31MQ1 2026May 15, 2026
Manufacturers Life Insurance Company, TheSell-3,329,477-37.9%5,458,835$94.55MQ1 2026May 15, 2026
3Edge Asset Management, LpBuy+2,757,165—2,757,165$47.88MQ1 2026May 15, 2026
State Street CorpBuy+2,697,385+43.2%8,937,847$154.80MQ1 2026May 15, 2026
Morgan StanleyBuy+1,806,052+9.5%20,883,049$361.69MQ1 2026May 15, 2026
Tidal Investments LlcBuy+1,737,000+461.3%2,113,512$36.61MQ1 2026May 15, 2026
Avalon Capital ManagementBuy+992,122—992,122$17.18MQ1 2026May 15, 2026
Quadrature Capital LtdBuy+947,179—947,179$16.41MQ1 2026May 15, 2026
Gts Securities LlcSell-426,014-78.7%115,291$2.00MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+346,617+151.6%575,181$9.96MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+173,247—173,247$3.00MQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+138,022+735.3%156,792$2.72MQ1 2026May 15, 2026
Mai Capital ManagementSell-134,483-15.4%737,565$12.77MQ1 2026May 15, 2026
Goldman Sachs Group IncSell-109,786-10.2%965,762$16.73MQ1 2026May 15, 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.