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

395 hedge funds and large institutions have $4.12B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

113,000% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $1K

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.45% more ownership

Funds ownership: 84.08%84.53% (+0.45%)

4% less funds holding

Funds holding: 413395 (-18)

8% less capital invested

Capital invested by funds: $4.49B → $4.12B (-$376M)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

Holders
395
Holders Change
-18
Holders Change %
-4.36%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
62
Increased
142
Reduced
125
Closed
72
Calls
$1.13M
Puts
$1K
Net Calls
+$1.13M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$239K -$322K -23,954 -58%
WMWM
227
Whitaker-Myers Wealth Managers
Ohio
$237K +$234K +17,373 New
CIBC World Market
228
CIBC World Market
Ontario, Canada
$233K +$230K +17,111 New
FT
229
Fiduciary Trust
Massachusetts
$231K +$121 +9 +0.1%
Corient Private Wealth
230
Corient Private Wealth
Florida
$230K +$26.6K +1,979 +13%
IAN
231
Integrated Advisors Network
Texas
$225K +$40 +3 +0%
NFTC
232
North Forty Two & Co
Oregon
$225K -$2.69K -200 -1%
GCA
233
Gradient Capital Advisors
California
$225K +$8.63K +642 +4%
BBA
234
BLB&B Advisors
Pennsylvania
$220K -$1.74M -129,395 -89%
SWMG
235
Sard Wealth Management Group
Georgia
$219K
PFA
236
Portland Financial Advisors
New York
$217K -$14.1K -1,045 -6%
SAM
237
Smartleaf Asset Management
Massachusetts
$214K +$50.5K +3,758 +31%
Ameriprise
238
Ameriprise
Minnesota
$213K -$9.13K -679 -4%
MWM
239
Meridian Wealth Management
Kentucky
$211K -$49.7K -3,699 -19%
JWA
240
JFS Wealth Advisors
Pennsylvania
$209K -$6.05K -450 -3%
PAW
241
Plan A Wealth
Nebraska
$207K -$3.24K -241 -2%
DADC
242
D.A. Davidson & Co
Montana
$206K +$13.4K +998 +7%
Vontobel Holding
243
Vontobel Holding
Switzerland
$205K +$1.26K +94 +0.6%
CFB
244
Cullen/Frost Bankers
Texas
$204K +$1.17K +87 +0.6%
GAA
245
Global Assets Advisory
Florida
$203K +$213K +15,810 New
GCWM
246
Graham Capital Wealth Management
District of Columbia
$202K +$1.28K +95 +0.6%
GB
247
Goepper Burkhardt
South Carolina
$202K +$199K +14,798 New
SWP
248
Stratos Wealth Partners
Ohio
$202K +$199K +14,784 New
IWM
249
IHT Wealth Management
Illinois
$200K +$37.8K +2,809 +24%
CWM
250
C2C Wealth Management
Arizona
$199K

PDBC Hedge Fund Activity: Q1 2025 in Review

395 of the 7,459 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 Q1 2025, worth a combined $4.12B — down 8.4% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PDBC and 62 opened new positions — a net loss of 10 holders — while 125 trimmed existing stakes and 142 added.

The largest buyer was LPL Financial, adding an estimated $289M. The largest seller was Jane Street, cutting an estimated $19.6M.

  • 395 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q1 2025, down from 413 in Q4 2024.
  • Funds reported $4.12B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q1 2025, down 8.4% quarter-over-quarter.
  • 62 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q1 2025 and 72 closed out, a net change of -10 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q1 2025 was LPL Financial, an estimated $289M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q1 2025 was Jane Street, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.