PDBC

Invesco Optimum Yield Divers

Latest period2024 - Q4Total superinvestors63

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 63 superinvestors own shares of Invesco Optimum Yield Divers (PDBC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Optimum Yield Divers (PDBC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Optimum Yield Divers (PDBC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Optimum Yield Divers (PDBC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 2.5%
0.26%
$25.033M
1.927M shares@ 12.99 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.43%
0.03%
$13.98M
1.041M shares@ 13.43 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
Decreased -6.18%
0.77%
$11.604M
893,339 shares@ 12.99 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
Decreased -3.59%
3.03%
$11.416M
878,866 shares@ 13.0 avg price
DAVID REICHERT@Echo45 Advisors Llc
Recent Activity
Decreased -25.95%
6.78%
$10.312M
790,202 shares@ 13.06 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Increased 4.57%
7.06%
$8.928M
687,324 shares@ 12.99 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
New Position
0.04%
$8.377M
644,900 shares@ 12.99 avg price
Justin Dausch@Alm First Financial Advisors, Llc
Recent Activity
Increased 19.11%
1.35%
$5.707M
439,346 shares@ 13.0 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 4.34%
0.08%
$5.17M
397,990 shares@ 13.0 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -59%
0.46%
$4.696M
361,521 shares@ 13.0 avg price