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