Invesco Optimum Yield DiversPDBCETF
13F holders, Q1 2025 (March 31)396holders −18
59new positions
71sold out
1famous investor
$13.62avg. 13F price*
At the end of Q1 2025, 396 institutions reported holding Invesco Optimum Yield Divers (PDBC) in their 13F filings, down 18 from Q4 2024. 59 opened new positions and 71 sold out. The largest holders were Wells Fargo & Company ($1.6B), Empower Advisory Group, LLC ($404.7M) and LPL Financial LLC ($364.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco Optimum Yield Divers
- CUSIP
- 46090F100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $44.7M |
| Exits | 71 | $46.3M |
All 13F filers, Q4 2024 → Q1 2025: 51,065,294 shares bought and 11,240,087 shares sold, net +39,825,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Wells Fargo & Company | 0.40% | Reduce -0.5% | 121,038,807 | $1.6B |
| Empower Advisory Group, LLC | 1.32% | Add +5.6% | 29,695,319 | $404.7M |
| LPL Financial LLC | 0.14% | Add +405.4% | 26,769,795 | $364.9M |
| Morgan Stanley | 0.02% | Add +16.1% | 21,184,321 | $288.7M |
| State Street Corp. | 0.01% | Add +149.8% | 10,705,696 | $145.9M |
| Manufacturers Life Insurance Company, The | 0.11% | Add +276.4% | 8,398,542 | $114.5M |
| SigFig Wealth Management, LLC | 3.19% | Add +1.0% | 6,566,707 | $88.4M |
| Bank of America Corp. | 0.01% | Add +10.8% | 5,919,756 | $80.7M |
| FMR LLC | 0.00% | Add +71.2% | 4,379,973 | $59.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -11.1% | 3,580,038 | $48.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -20.7% | 3,398,939 | $46.3M |
| Briaud Financial Planning Inc | 13.59% | Reduce -10.6% | 2,509,479 | $34.2M |
| GM Advisory Group, LLC | 1.67% | Add +5.1% | 2,265,292 | $30.9M |
| SCS Capital Management LLC | 0.33% | Reduce -0.3% | 1,928,973 | $26.3M |
| Park Avenue Securities LLC | 0.31% | Reduce -3.7% | 1,855,163 | $25.3M |
| Johnson Financial Group, LLC | 2.27% | Reduce -6.3% | 1,576,797 | $21.5M |
| BNP Paribas Financial Markets | 0.02% | Add +6.8% | 1,500,600 | $20.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +241.7% | 1,489,201 | $20.3M |
| Cwm, LLC | 0.07% | Add +120.0% | 1,362,290 | $18.6M |
| Vident Advisory, LLC | 0.27% | Add +18.4% | 1,333,397 | $18.2M |
| Lockheed Martin Investment Management Co. | 0.73% | No change | 1,317,800 | $18.0M |
| UBS Group AG | 0.00% | Add +0.4% | 1,245,299 | $17.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.0% | 1,151,608 | $15.7M |
| Marion Wealth Management | 3.58% | Add +11.8% | 982,824 | $13.4M |
| New York Life Investment Management LLC | 0.14% | Reduce -9.9% | 978,780 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.5% | 933,422 | $12.7M |
| Exencial Wealth Advisors, LLC | 0.47% | Add +0.5% | 931,327 | $12.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -18.9% | 900,460 | $12.3M |
| Janney Capital Management LLC | 0.84% | Reduce -0.0% | 893,068 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.3% | 872,120 | $11.9M |
| M&T Bank Corp | 0.04% | Reduce -2.1% | 860,522 | $11.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 850,187 | $11.6M |
| HSBC Holdings PLC | 0.01% | Add +63.9% | 782,500 | $10.7M |
| Echo45 Advisors LLC | 7.02% | Reduce -2.6% | 769,593 | $10.5M |
| MAI Capital Management | 0.08% | Reduce -0.8% | 751,613 | $10.2M |
| MML Investors Services, LLC | 0.03% | Add +5.7% | 745,554 | $10.2M |
| &partners | 0.11% | Reduce -11.9% | 753,736 | $10.1M |
| Bedell Frazier Investment Counselling, LLC | 2.54% | Add +11.0% | 730,992 | $10.0M |
| Integrated Capital Management, Inc. | 7.81% | Add +4.8% | 720,543 | $9.8M |
| Destiny Wealth Partners, LLC | 1.52% | New | 703,707 | $9.6M |
| Faithward Advisors, LLC | 1.36% | Reduce -1.8% | 572,821 | $7.8M |
| JFG Wealth Management, LLC | 1.69% | Reduce -2.3% | 547,106 | $7.5M |
| Mariner, LLC | 0.01% | Add +1525.7% | 516,051 | $7.0M |
| Aspect Partners, LLC | 4.00% | Add +3.5% | 512,098 | $7.0M |
| Arkadios Wealth Advisors | 0.24% | New | 471,663 | $6.4M |
| ALM First Financial Advisors, LLC | 1.44% | Add +5.3% | 462,463 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +5.9% | 455,005 | $6.2M |
| Fairview Capital Investment Management, LLC | 0.33% | Add +1.2% | 454,038 | $6.2M |
| Quent Capital, LLC | 0.64% | Add +1.6% | 449,669 | $6.1M |
| Patton Fund Management, Inc. | 1.43% | Reduce -0.3% | 434,089 | $5.9M |
| Brookstone Capital Management | 0.08% | Add +8.0% | 429,956 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +5.4% | 381,847 | $5.2M |
| Ameritas Advisory Services, LLC | 0.21% | Add +17.8% | 381,347 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +952.9% | 378,126 | $5.2M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +952.9% | 378,126 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 377,288 | $5.1M |
| Cim, LLC | 0.76% | Add +93.9% | 374,945 | $5.1M |
| Magnus Financial Group LLC | 0.48% | Add +0.3% | 362,667 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 358,715 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Add +10.3% | 354,959 | $4.8M |
| Impact Partnership Wealth, LLC | 1.00% | Add +7.4% | 342,560 | $4.7M |
| Private Harbour Investment Management & Counsel, LLC | 5.11% | Reduce -11.0% | 337,698 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +21.4% | 336,558 | $4.6M |
| Hancock Whitney Corp. | 0.15% | Reduce -37.7% | 335,872 | $4.6M |
| Plan Group Financial, LLC | 1.56% | Add +76.8% | 320,978 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1821.0% | 315,074 | $4.3M |
| Northeast Financial Group, Inc. | 1.45% | Reduce -1.5% | 285,454 | $3.9M |
| Comerica Bank | 0.02% | Reduce -0.6% | 276,215 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.0% | 274,086 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -8.4% | 273,512 | $3.7M |
| Creative Planning | 0.00% | Add +47.5% | 271,027 | $3.7M |
| Keybank National Association | 0.01% | Reduce -28.2% | 267,736 | $3.6M |
| Oarsman Capital, Inc. | 0.65% | Add +6.6% | 267,038 | $3.6M |
| Tidal Investments LLC | 0.03% | New | 260,337 | $3.5M |
| M Wealth Management, LLC | 3.25% | Reduce -1.1% | 256,276 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.2% | 250,150 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +35.4% | 245,168 | $3.3M |
| New England Capital Financial Advisors LLC | 1.69% | Reduce -2.5% | 244,425 | $3.3M |
| Axxcess Wealth Management, LLC | 0.09% | Add +19.9% | 243,833 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 241,011 | $3.3M |
| Liquid Strategies, LLC | 0.62% | New | 239,694 | $3.3M |
| Renaissance Technologies | 0.00% | Add +91.7% | 232,100 | $3.2M |
| Private Wealth Asset Management, LLC | 0.42% | — | 213,818 | $2.9M |
| Olympus Wealth Management, LLC | 1.27% | Add +1.2% | 212,384 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +359.7% | 204,601 | $2.8M |
| Wealth Management Resources, Inc. | 0.99% | Add +1.9% | 199,585 | $2.7M |
| Randall & Associates Wealth Management | 2.18% | Add +1.1% | 193,897 | $2.6M |
| Perissos Private Wealth Management, LLC | 2.38% | Add +91.3% | 191,763 | $2.6M |
| Napa Wealth Management | 1.46% | New | 190,139 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -66.0% | 188,419 | $2.6M |
| Parr McKnight Wealth Management Group, LLC | 0.36% | Add +5.3% | 181,734 | $2.5M |
| CoreCap Advisors, LLC | 0.11% | Add +45.3% | 181,597 | $2.5M |
| Evolution Wealth Advisors, LLC | 0.41% | Reduce -16.9% | 178,411 | $2.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -6.6% | 167,996 | $2.3M |
| Avalon Capital Management | 0.66% | New | 167,602 | $2.3M |
| Wesbanco Bank Inc. | 0.08% | Add +0.4% | 160,671 | $2.2M |
| Alhambra Investment Management LLC | 1.11% | Add +246.8% | 158,143 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +27.2% | 155,041 | $2.1M |
| Lifeworks Advisors, LLC | 0.35% | Reduce -4.2% | 152,445 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1.4% | 147,475 | $2.0M |
"% of holder's portfolio" is PDBC's weight in each manager's 13F, not the share of Invesco Optimum Yield Divers the manager owns.