PDBC — Invesco Actvely Mngd Etc Fd Institutional Holders · Q3 2026
Who owns Invesco Actvely Mngd Etc Fd (PDBC)? 20 institutions reported holding $161.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: SigFig Wealth Management, LLC ($128.8M), Echo45 Advisors LLC ($7.1M), CoreCap Advisors, LLC ($6.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SigFig Wealth Management, LLC | $128.8M | 6.7M | Trimmed |
| 2 | Echo45 Advisors LLC | $7.1M | 370,287 | Trimmed |
| 3 | CoreCap Advisors, LLC | $6.6M | 342,856 | Added |
| 4 | JUNCTURE WEALTH STRATEGIES, LLC | $6.1M | 314,643 | New |
| 5 | Gladwyn Financial Advisors, Inc. | $3.6M | 186,021 | Trimmed |
| 6 | Aletheian Wealth Advisors LLC | $2.5M | 129,578 | Added |
| 7 | FSA Investment Group, LLC | $2.2M | 111,597 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $1.8M | 93,792 | Added |
| 9 | CONGRESS ASSET MANAGEMENT CO | $1.8M | 92,713 | Trimmed |
| 10 | Worth Asset Management, LLC | $1.2M | 63,920 | Trimmed |
| 11 | Paladin Partners, LLC | $97,156 | 5,034 | Trimmed |
| 12 | Pacifica Partners Inc. | $41,076 | 2,100 | New |
| 13 | EASTERN BANK | $19,300 | 1,000 | Hold |
| 14 | Go Invest LLC | $12,136 | 629 | Trimmed |
| 15 | Wealth Enhancement Trust Services, Inc. | $9,669 | 501 | Hold |
| 16 | Versant Capital Management, Inc | $7,913 | 410 | Hold |
| 17 | GAMMA Investing LLC | $3,030 | 157 | New |
| 18 | GK Wealth Management LLC | $2,741 | 142 | New |
| 19 | Planning Strategies Inc. | $1,139 | 59 | New |
| 20 | VALLEY WEALTH MANAGERS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30