PDBC

Invesco Optimum Yield Divers

+$1.4B

Net Activity

Institutions Holding

446

Popularity Rank

#1270

Avg Weight

0.38%

Total Value

$5.3B

Ownership Trend

446 institutions currently hold PDBC, with 247 net buyers and 160 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

160

Net Buying Institutions

247

Key Holders

Key Holders

Top 5 by Value

WF
Wells Fargo & Company/mn
$1.8B
EA
Empower Advisory Group, LLC
$597.6M
LF
LPL Financial LLC
$532.8M
MS
Morgan Stanley
$361.7M
SS
State Street CORP
$154.8M

Top 5 by Conviction

BF
Briaud Financial Planning Inc
12.75%
IC
Integrated Capital Management, INC.
8.55%
KW
Kiker Wealth Management, LLC
7.74%
AP
Advisortrust Partners, LLC
5.18%
AP
Aspect Partners, LLC
4.90%
View all 446 holding institutions

Quarterly Activity

Recent Activity

+$6.3B

Total Buy Value

$924.4M

Total Sell Value

New buy94
Trim124
Add153
Sold out36

247

Net Buyers

160

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 Wells Fargo & Company/mn ($1.8B), Empower Advisory Group, LLC ($597.6M), LPL Financial LLC ($532.8M). Based on the latest 13F filings, there are a total of 446 tracked investment funds and institutions maintaining positions in PDBC.
What is the overall institutional sentiment toward PDBC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.4B, driven by 247 managers accumulating shares while 160 reduced their exposure.
Which institutions have been selling or reducing their PDBC positions?
In the latest period, 124 funds trimmed their holdings, and 36 managers completely exited their positions. The aggregate reported sell value was $924.4M.
Are there any notable investors adding PDBC to their portfolios?
Yes, buying activity remains notable. 94 institutions opened new positions in {ticker}, and 153 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.3B.

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