We are live on ! Find out more
PDBC icon

Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

403 hedge funds and large institutions have $3.97B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 52

14% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 127

9% more capital invested

Capital invested by funds: $3.64B → $3.97B (+$326M)

2% more funds holding

Funds holding: 394403 (+9)

0.42% less ownership

Funds ownership: 77.65%77.23% (-0.42%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.48M

Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
5.82%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
66
Increased
145
Reduced
127
Closed
52
Calls
Puts
$1.48M
Net Calls
-$1.48M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$363K +$7.83K +554 +2%
EWM
227
Endowment Wealth Management
Wisconsin
$352K -$1.91K -135 -0.5%
BJL
228
Brighton Jones LLC
Washington
$344K +$24.5K +1,735 +8%
WWM
229
Wolff Wiese Magana
California
$338K +$340K +24,063 New
NL
230
NVWM LLC
Pennsylvania
$338K +$340K +24,063 New
Barclays
231
Barclays
United Kingdom
$323K
IAN
232
Integrated Advisors Network
Texas
$323K +$324K +22,957 New
GCA
233
Greenwood Capital Associates
South Carolina
$321K +$6.24K +442 +2%
DWT
234
Dorsey & Whitney Trust
South Dakota
$321K -$21.9K -1,552 -6%
MWM
235
Meridian Wealth Management
Kentucky
$319K +$320K +22,674 New
KCFA
236
Key Client Fiduciary Advisors
New Jersey
$317K +$81.6K +5,774 +34%
CWM
237
C2C Wealth Management
Arizona
$316K
CFP
238
Curran Financial Partners
South Carolina
$313K +$19.6K +1,388 +7%
SWMG
239
Sard Wealth Management Group
Georgia
$312K
NA
240
NewEdge Advisors
Louisiana
$299K -$11.6K -818 -4%
UWM
241
USAdvisors Wealth Management
Minnesota
$298K -$464K -32,838 -61%
1WA
242
180 Wealth Advisors
Washington
$288K -$28.4K -2,010 -9%
AFG
243
Altiora Financial Group
Ohio
$286K
MWM
244
Maltin Wealth Management
New Jersey
$284K +$53.2K +3,766 +23%
CA
245
Clearstead Advisors
Ohio
$281K +$262K +18,572 +1,319%
HI
246
Harbour Investments
Wisconsin
$271K +$27K +1,913 +11%
WIA
247
World Investment Advisors
California
$270K +$271K +19,210 New
V
248
VeraBank
Texas
$267K -$25.3K -1,790 -9%
DAS
249
Dynamic Advisor Solutions
Arizona
$265K -$145K -10,245 -35%
SFS
250
Security Financial Services
Indiana
$265K +$74.4K +5,265 +39%