PDBC · Insider trading · 13F holders · Congress trades
Invesco Optimum Yield Diversified Commodity Strate (PDBC)
Who is buying and selling PDBC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 75
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 3
PDBC at a glance
- No open-market insider purchases or sales of PDBC were filed in the last 90 days.
- 75 13F filers hold PDBC among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are FSC Wealth Advisors, LLC (12.0%), Briaud Financial Planning Inc (10.5%) and Kiker Wealth Management, LLC (5.7%). In their latest 13Fs, 2 managers opened a new position and 14 added to one.
- Members of Congress have disclosed 3 PDBC trades since 2024, 2 purchases and 1 sale in the past year; the latest was Markwayne Mullin (R-OK), buying $15K–50K on Nov 12, 2024.
- PDBC last closed at $20.16 on Oct 30, 2026.
PDBC insider trading
No open-market insider purchases or sales of PDBC were filed in the last 90 days.
Who owns PDBC? Hedge funds and superinvestors
75 13F filers hold PDBC among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are FSC Wealth Advisors, LLC (12.0%), Briaud Financial Planning Inc (10.5%) and Kiker Wealth Management, LLC (5.7%). In their latest 13Fs, 2 managers opened a new position and 14 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Empower Advisory Group, LLCWealth manager | 1.2% | $520.0M | 32,745,235 | -5.1% shares | Q2 2026 |
| SigFig Wealth Management, LLCWealth manager | 3.2% | $128.8M | 6,673,353 | -3.6% shares | Q3 2026 |
| Briaud Financial Planning IncWealth manager | 10.5% | $47.6M | 2,468,334 | +47.6% shares | Q3 2026 |
| GM Advisory Group, LLCWealth manager | 1.6% | $41.3M | 2,385,149 | +1.7% shares | Q1 2026 |
| SCS Capital Management LLCWealth manager | 0.3% | $33.9M | 2,132,062 | -0.8% shares | Q2 2026 |
| Flow Traders U.s. LLCInvestment manager | 1.0% | $25.3M | 1,593,441 | — | Q2 2026 |
| Potomac Fund Management Inc /advAsset manager | 0.6% | $23.9M | 1,504,900 | -10.6% shares | Q2 2026 |
| Marion Wealth ManagementWealth manager | 4.2% | $21.1M | 1,090,740 | +1.6% shares | Q3 2026 |
| Exencial Wealth Advisors, LLCWealth manager | 0.6% | $17.9M | 1,034,133 | — | Q1 2026 |
| Kiker Wealth Management, LLCWealth manager | 5.7% | $14.7M | 925,387 | -1.1% shares | Q2 2026 |
| Jacobi Capital Management LLCWealth manager | 0.7% | $13.4M | 841,437 | — | Q2 2026 |
| Johnson Financial Group, LLCWealth manager | 0.7% | $12.9M | 810,757 | -14.5% shares | Q2 2026 |
| First American Trust, FsbInvestment manager | 0.7% | $12.3M | 774,329 | — | Q2 2026 |
| Symphony Financial, Ltd. Co.Wealth manager | 1.1% | $11.9M | 613,240 | +75.8% shares | Q3 2026 |
| Aspect Partners, LLCWealth manager | 4.2% | $11.1M | 572,690 | -12.8% shares | Q3 2026 |
| Bedell Frazier Investment Counselling, LLCInvestment manager | 2.0% | $10.2M | 586,036 | +2.1% shares | Q1 2026 |
| Patton Fund Management, Inc.Hedge fund | 2.5% | $9.6M | 497,327 | -2.0% shares | Q3 2026 |
| Northeast Financial Group, Inc.Institutional asset manager | 2.4% | $8.9M | 512,673 | -3.8% shares | Q1 2026 |
| Avestar Capital, LLCWealth manager | 0.7% | $8.2M | 424,091 | +15.0% shares | Q3 2026 |
| Avalon Capital ManagementWealth manager | 1.9% | $8.0M | 505,048 | -49.1% shares | Q2 2026 |
| Impact Partnership Wealth, LLCWealth manager | 0.8% | $7.9M | 498,516 | +7.4% shares | Q2 2026 |
| Plan Group Financial, LLCWealth manager | 1.6% | $7.9M | 394,422 | -21.7% shares | Q3 2026 |
| Stonehearth Capital Management, LLCWealth manager | 2.5% | $7.4M | 381,909 | — | Q3 2026 |
| Echo45 Advisors LLCWealth manager | 3.3% | $7.1M | 370,287 | -0.2% shares | Q3 2026 |
| Legacy Wealth Partners, LLCWealth manager | 1.5% | $7.1M | 368,183 | +156.2% shares | Q3 2026 |
| Principia Wealth Advisory, LLCWealth manager | 3.5% | $7.1M | 444,974 | +188.9% shares | Q2 2026 |
| Advyzon Investment Management, LLCInstitutional asset manager | 0.5% | $6.9M | 436,306 | +17.9% shares | Q2 2026 |
| LCW Services, LLCWealth manager | 2.8% | $6.6M | 342,382 | +4.2% shares | Q3 2026 |
| Cim, LLCWealth manager | 0.8% | $6.4M | 405,432 | -2.5% shares | Q2 2026 |
| Kensington Asset Management, LLCMutual fund manager | 0.3% | $6.2M | 392,091 | +132.0% shares | Q2 2026 |
The 30 largest of 75 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 37, Q1 2026: 5). Screen PDBC in the grand portfolio →
PDBC stock trades by members of Congress
Members of Congress have disclosed 3 PDBC trades since 2024, 2 purchases and 1 sale in the past year; the latest was Markwayne Mullin (R-OK), buying $15K–50K on Nov 12, 2024.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 12, 2025 | Markwayne MullinR-OK · Senate | Buy | $15K–50K | Nov 12, 2024 | +51.6% |
| Aug 12, 2025 | Markwayne MullinR-OK · Senate | Buy | $250K–500K | Oct 29, 2024 | +50.3% |
| Jan 3, 2025 | Markwayne MullinR-OK · Senate | Sale | $250K–500K | Dec 26, 2024 | +58.0% |
PDBC questions and answers
Are insiders buying PDBC stock?
No open-market insider purchases or sales of PDBC were filed in the last 90 days.
Which hedge funds own PDBC?
75 13F filers hold PDBC among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are FSC Wealth Advisors, LLC (12.0%), Briaud Financial Planning Inc (10.5%) and Kiker Wealth Management, LLC (5.7%). In their latest 13Fs, 2 managers opened a new position and 14 added to one.
Has Congress traded PDBC?
Members of Congress have disclosed 3 PDBC trades since 2024, 2 purchases and 1 sale in the past year; the latest was Markwayne Mullin (R-OK), buying $15K–50K on Nov 12, 2024.
Who is the largest holder of PDBC?
Among 13F filers, Empower Advisory Group, LLC reports the largest PDBC position, $520.0M (32,745,235 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is FSC Wealth Advisors, LLC's: 12.0% of its portfolio.
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