PDBC

Invesco Optimum Yield Divers

-$5.1B

Net Activity

Institutions Holding

30

Popularity Rank

#1074

Avg Weight

0.54%

Total Value

$164.1M

Ownership Trend

30 institutions currently hold PDBC, with 13 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

13

Key Holders

Key Holders

Top 5 by Value

SW
SigFig Wealth Management, LLC
$109.6M
MW
Marion Wealth Management
$17.1M
PF
Patton Fund Management, INC.
$8.1M
EA
Echo45 Advisors LLC
$5.9M
CA
CoreCap Advisors, LLC
$4.6M

Top 5 by Conviction

MW
Marion Wealth Management
3.47%
EA
Echo45 Advisors LLC
3.04%
SW
SigFig Wealth Management, LLC
2.91%
PF
Patton Fund Management, INC.
1.74%
IW
Innova Wealth Partners
1.65%
View all 30 holding institutions

Quarterly Activity

Recent Activity

+$120.2M

Total Buy Value

$72.1M

Total Sell Value

New buy7
Trim9
Add6
Sold out5

13

Net Buyers

14

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO OPTIMUM YIELD DIVERS (PDBC)?
Major stakeholders currently include SigFig Wealth Management, LLC ($109.6M), Marion Wealth Management ($17.1M), Patton Fund Management, INC. ($8.1M). Based on the latest 13F filings, there are a total of 30 tracked investment funds and institutions maintaining positions in PDBC.
What is the overall institutional sentiment toward PDBC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $5.1B, driven by 13 managers accumulating shares while 14 reduced their exposure.
Which institutions have been selling or reducing their PDBC positions?
In the latest period, 9 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $72.1M.
Are there any notable investors adding PDBC to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $120.2M.

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