Invesco Optimum Yield DiversPDBCETF
13F holders, Q2 2026 (June 30)446holders −3
72new positions
71sold out
2famous investors
$14.97avg. 13F price*
At the end of Q2 2026, 446 institutions reported holding Invesco Optimum Yield Divers (PDBC) in their 13F filings, down 3 from Q1 2026. 72 opened new positions and 71 sold out. The largest holders were Wells Fargo & Company ($1.1B), Empower Advisory Group, LLC ($520.0M) and LPL Financial LLC ($494.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Invesco Optimum Yield Divers
- CUSIP
- 46090F100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $175.8M |
| Exits | 71 | $151.1M |
All 13F filers, Q1 2026 → Q2 2026: 40,557,898 shares bought and 62,227,396 shares sold, net −21,669,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 446 holders
| Wells Fargo & Company | 0.18% | Reduce -34.3% | 66,878,686 | $1.1B |
| Empower Advisory Group, LLC | 1.24% | Reduce -5.1% | 32,745,235 | $520.0M |
| LPL Financial LLC | 0.11% | Add +1.2% | 31,130,327 | $494.3M |
| Morgan Stanley | 0.02% | Reduce -5.2% | 19,788,993 | $314.2M |
| State Street Corp. | 0.00% | Add +10.6% | 9,885,348 | $157.0M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +335.0% | 23,747,602 | $121.1M |
| SigFig Wealth Management, LLC | 2.91% | Add +3.3% | 6,921,377 | $109.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 5,491,263 | $87.2M |
| Bank of America Corp. | 0.00% | Reduce -20.8% | 3,878,921 | $61.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.7% | 2,707,800 | $43.0M |
| Wealthspire Advisors, LLC | 0.23% | Add +1476.8% | 2,659,758 | $42.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.7% | 2,520,532 | $41.4M |
| Tidal Investments LLC | 0.10% | Add +22.4% | 2,587,034 | $41.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -31.2% | 2,459,767 | $39.1M |
| SCS Capital Management LLC | 0.32% | Reduce -0.8% | 2,132,062 | $33.9M |
| Jane Street Group, LLC | 0.02% | New | 1,764,472 | $28.0M |
| Bluespring Wealth Management, LLC | 0.52% | New | 1,693,566 | $26.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.1% | 1,673,863 | $26.6M |
| Briaud Financial Planning Inc | 6.98% | Reduce -40.4% | 1,672,011 | $26.6M |
| Flow Traders U.S. LLC | 1.04% | New | 1,593,441 | $25.3M |
| Potomac Fund Management Inc. | 0.60% | Reduce -10.6% | 1,504,900 | $23.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +54.4% | 1,443,820 | $22.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.3% | 1,286,770 | $20.4M |
| Osaic Holdings, Inc. | 0.02% | Add +67.6% | 1,227,800 | $19.5M |
| UBS Group AG | 0.00% | Reduce -29.6% | 1,208,118 | $19.2M |
| Susquehanna International Group, LLP | 0.02% | New | 1,169,282 | $18.6M |
| Marion Wealth Management | 3.48% | Reduce -3.2% | 1,073,833 | $17.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.8% | 1,011,852 | $16.1M |
| EP Wealth Advisors, LLC | 0.06% | Add +1737.1% | 999,735 | $15.9M |
| Kiker Wealth Management, LLC | 5.73% | Reduce -1.1% | 925,387 | $14.7M |
| Cetera Investment Advisers | 0.01% | Add +34.1% | 889,630 | $14.1M |
| HSBC Holdings PLC | 0.01% | Reduce -13.8% | 880,000 | $14.0M |
| Jacobi Capital Management LLC | 0.65% | New | 841,437 | $13.4M |
| Arax Advisory Partners | 0.09% | Add +80643.4% | 828,427 | $13.2M |
| Johnson Financial Group, LLC | 0.69% | Reduce -14.5% | 810,757 | $12.9M |
| Arkadios Wealth Advisors | 0.20% | Add +3.6% | 806,910 | $12.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.4% | 801,319 | $12.7M |
| First American Trust, FSB | 0.74% | New | 774,329 | $12.3M |
| MAI Capital Management | 0.05% | Add +1.5% | 748,587 | $11.9M |
| Aspect Partners, LLC | 3.89% | Reduce -5.1% | 656,455 | $10.4M |
| Brookstone Capital Management | 0.10% | Add +6.5% | 642,493 | $10.2M |
| Equitable Holdings, Inc. | 0.06% | Add +73.8% | 640,791 | $10.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +58.7% | 600,564 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Add +16.6% | 594,908 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.6% | 558,194 | $8.9M |
| MML Investors Services, LLC | 0.02% | Reduce -19.0% | 539,882 | $8.6M |
| Patton Fund Management, Inc. | 1.74% | Reduce -0.9% | 507,468 | $8.1M |
| AE Wealth Management LLC | 0.04% | Reduce -48.4% | 507,270 | $8.1M |
| Choreo, LLC | 0.09% | Reduce -1.7% | 505,659 | $8.0M |
| Avalon Capital Management | 1.90% | Reduce -49.1% | 505,048 | $8.0M |
| Plan Group Financial, LLC | 1.66% | Reduce -6.9% | 504,041 | $8.0M |
| Impact Partnership Wealth, LLC | 0.77% | Add +7.4% | 498,516 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +50.8% | 475,892 | $7.6M |
| Lockheed Martin Investment Management Co. | 0.28% | Reduce -18.2% | 450,000 | $7.1M |
| Principia Wealth Advisory, LLC | 3.53% | Add +188.9% | 444,974 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.28% | Reduce -11.8% | 443,492 | $7.0M |
| Advyzon Investment Management, LLC | 0.50% | Add +17.9% | 436,306 | $6.9M |
| Savant Capital, LLC | 0.02% | New | 394,238 | $6.7M |
| Cim, LLC | 0.83% | Reduce -2.5% | 405,432 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +9.0% | 398,110 | $6.3M |
| Kensington Asset Management, LLC | 0.34% | Add +132.0% | 392,091 | $6.2M |
| &partners | 0.02% | Add +3.6% | 382,467 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -1.1% | 377,529 | $6.0M |
| Echo45 Advisors LLC | 3.04% | Reduce -0.1% | 370,858 | $5.9M |
| Avestar Capital, LLC | 0.35% | Add +6.0% | 368,802 | $5.9M |
| Cibc World Market Inc. | 0.01% | Add +0.3% | 357,455 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.5% | 355,429 | $5.6M |
| Theory Financial LLC | 1.76% | Add +23.6% | 352,441 | $5.6M |
| Quent Capital, LLC | 0.34% | Reduce -2.7% | 349,260 | $5.5M |
| Symphony Financial, Ltd. Co. | 0.60% | Add +5.9% | 348,829 | $5.5M |
| Foundations Investment Advisors, LLC | 0.06% | Add +591.2% | 339,510 | $5.4M |
| Point Nemo Capital, LLC | 2.66% | New | 330,133 | $5.2M |
| LCW Services, LLC | 2.27% | Reduce -2.1% | 328,560 | $5.2M |
| Walser Wealth Management Company, A Ltd Liability Co | 2.03% | New | 307,757 | $4.9M |
| Oarsman Capital, Inc. | 0.51% | Add +3.6% | 305,045 | $4.8M |
| CoreCap Advisors, LLC | 0.14% | Add +17.4% | 290,614 | $4.6M |
| Bison Wealth, LLC | 0.40% | Reduce -2.4% | 266,158 | $4.3M |
| M Wealth Management, LLC | 3.36% | Reduce -0.1% | 269,421 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -53.2% | 269,152 | $4.3M |
| 49 Wealth Management, LLC | 0.80% | New | 263,704 | $4.2M |
| Alongside, LLC | 0.80% | — | 263,704 | $4.2M |
| IronBridge Private Wealth, LLC | 1.35% | Add +1.7% | 259,022 | $4.1M |
| Renaissance Technologies | 0.01% | New | 258,900 | $4.1M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +48.7% | 256,431 | $4.1M |
| Innova Wealth Partners | 1.67% | Add +90.8% | 254,014 | $4.0M |
| Lido Advisors, LLC | 0.01% | Reduce -9.3% | 243,386 | $3.9M |
| Advisory Solutions Group, LLC | 1.31% | — | 241,347 | $3.8M |
| New England Capital Financial Advisors LLC | 0.89% | Reduce -10.2% | 233,698 | $3.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.1% | 226,655 | $3.6M |
| Lifeworks Advisors, LLC | 0.37% | Add +10.6% | 225,436 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -38.2% | 219,985 | $3.5M |
| Beacon Capital Management, Inc. | 0.21% | Reduce -72.0% | 219,729 | $3.5M |
| Gladwyn Financial Advisors, Inc. | 2.17% | Add +10.4% | 218,434 | $3.5M |
| Mgo One Seven LLC | 0.06% | Add +1.0% | 213,763 | $3.4M |
| Fifth Third Bancorp | 0.01% | Reduce -12.5% | 213,728 | $3.4M |
| Canal Capital Management, LLC | 0.40% | Add +632.6% | 206,433 | $3.3M |
| Perissos Private Wealth Management, LLC | 2.06% | Reduce -44.5% | 192,247 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Add +29.8% | 189,372 | $3.0M |
| Thor Trading Advisors, LLC | 0.94% | New | 188,021 | $3.0M |
| FSA Investment Group, LLC | 0.96% | Add +40.7% | 186,479 | $3.0M |
"% of holder's portfolio" is PDBC's weight in each manager's 13F, not the share of Invesco Optimum Yield Divers the manager owns.