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

412 hedge funds and large institutions have $4.49B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 140 increasing their positions, 149 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $56K | Put options by funds: $14K

57% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 47

25% more capital invested

Capital invested by funds: $3.58B → $4.49B (+$909M)

5% more funds holding

Funds holding: 394412 (+18)

2.36% more ownership

Funds ownership: 81.72%84.08% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

6% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 149

Holders
412
Holders Change
+18
Holders Change %
+4.57%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
140
Reduced
149
Closed
47
Calls
$56K
Puts
$14K
Net Calls
+$42K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
226
International Private Wealth Advisors
California
$285K +$296K +21,936 New
MWM
227
Maltin Wealth Management
New Jersey
$276K -$6.04K -448 -2%
FFA
228
Farther Finance Advisors
California
$275K -$1.56K -116 -0.5%
WSWA
229
Warren Street Wealth Advisors
California
$274K -$76.3K -5,660 -21%
NFP
230
Narus Financial Partners
Utah
$272K -$14.6K -1,081 -5%
RWP
231
Revolve Wealth Partners
New Jersey
$272K +$282K +20,909 New
PP
232
Prudential plc
United Kingdom
$266K -$39.4K -2,920 -12%
BMCM
233
Bryn Mawr Capital Management
Pennsylvania
$266K -$152K -11,297 -36%
SFS
234
Security Financial Services
Indiana
$265K +$3.02K +224 +1%
PWM
235
Perigon Wealth Management
California
$264K -$157K -11,650 -38%
WI
236
Wintrust Investments
Illinois
$255K +$25.3K +1,875 +11%
DWS
237
Discipline Wealth Solutions
South Carolina
$250K +$11.3K +841 +5%
MWM
238
Meridian Wealth Management
Kentucky
$249K -$13K -964 -5%
Focus Partners Wealth
239
Focus Partners Wealth
Massachusetts
$244K -$4.04M -299,539 -94%
CAM
240
Cresset Asset Management
Illinois
$243K +$3.57K +265 +1%
CAS
241
Coppell Advisory Solutions
Texas
$239K +$6.42K +476 +3%
HPM
242
Hoxton Planning & Management
West Virginia
$236K -$90.7K -6,724 -27%
KP
243
Keel Point
Alabama
$234K +$243K +17,990 New
FI
244
FWG Investments
Kentucky
$226K +$3.33K +247 +1%
SW
245
StrongBox Wealth
Missouri
$222K
UWM
246
USAdvisors Wealth Management
Minnesota
$222K -$2.44K -181 -1%
SS
247
Sunbelt Securities
Texas
$220K -$3.37K -250 -1%
FT
248
Fiduciary Trust
Massachusetts
$220K +$229K +16,942 New
PFA
249
Portland Financial Advisors
New York
$220K +$228K +16,935 New
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$219K -$220K -16,286 -49%

PDBC Hedge Fund Activity: Q4 2024 in Review

412 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) for Q4 2024, worth a combined $4.49B — up 25% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PDBC positions and 47 closed out — a net gain of 27 holders — while 140 added to existing stakes and 149 trimmed.

The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Charles Schwab, cutting an estimated $82.9M.

  • 412 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q4 2024, up from 394 in Q3 2024.
  • Funds reported $4.49B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 74 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q4 2024 and 47 closed out, a net change of +27 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q4 2024 was State Street, an estimated $49.9M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q4 2024 was Charles Schwab, an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2024.