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

384 hedge funds and large institutions have $3.79B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.89% more ownership

Funds ownership: 84.53%86.42% (+1.9%)

3% less funds holding

Funds holding: 395384 (-11)

8% less capital invested

Capital invested by funds: $4.12B → $3.79B (-$328M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 147

14% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 59

Holders
384
Holders Change
-11
Holders Change %
-2.78%
% of All Funds
5.06%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
51
Increased
131
Reduced
147
Closed
59
Calls
$703K
Puts
Net Calls
+$703K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Sunbelt Securities
Texas
$222K +$220K +17,040 +131,077%
GIA
227
Gladstone Institutional Advisory
Florida
$220K +$217K +16,844 New
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$220K -$233K -18,038 -52%
NFTC
229
North Forty Two & Co
Oregon
$215K
BJL
230
Brighton Jones LLC
Washington
$214K +$24.2K +1,874 +13%
Vontobel Holding
231
Vontobel Holding
Switzerland
$210K +$13.6K +1,052 +7%
ACM
232
Alpha Capital Management
Texas
$210K -$37.6K -2,911 -15%
SWMG
233
Sard Wealth Management Group
Georgia
$209K
PFA
234
Peak Financial Advisors
Colorado
$209K +$207K +16,059 New
SWP
235
Stratos Wealth Partners
Ohio
$204K +$10.8K +834 +6%
MWM
236
Meridian Wealth Management
Kentucky
$198K -$4.36K -338 -2%
WWM
237
Western Wealth Management
Colorado
$194K -$111K -8,585 -37%
GCWM
238
Graham Capital Wealth Management
District of Columbia
$194K +$310 +24 +0.2%
WLIM
239
White Lighthouse Investment Management
Massachusetts
$194K +$26.9K +2,085 +16%
PFA
240
Portland Financial Advisors
New York
$192K -$15.5K -1,200 -8%
CWM
241
C2C Wealth Management
Arizona
$191K
CAS
242
Coppell Advisory Solutions
Texas
$190K +$2.15K +167 +1%
Corient Private Wealth
243
Corient Private Wealth
Florida
$189K -$30.1K -2,330 -14%
FZCM
244
Flynn Zito Capital Management
New York
$189K
Truist Financial
245
Truist Financial
North Carolina
$186K -$649K -50,300 -78%
DADC
246
D.A. Davidson & Co
Montana
$184K -$12.9K -998 -7%
Ameriprise
247
Ameriprise
Minnesota
$183K -$20.7K -1,604 -10%
XT
248
XTX Topco
Cayman Islands
$181K +$179K +13,860 New
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$179K -$8.27K -641 -4%
AO
250
Advisor OS
Illinois
$176K +$174K +13,495 New

PDBC Hedge Fund Activity: Q2 2025 in Review

384 of the 7,595 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 Q2 2025, worth a combined $3.79B — down 8% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of PDBC and 51 opened new positions — a net loss of 8 holders — while 147 trimmed existing stakes and 131 added.

The largest buyer was Fidelity Investments, adding an estimated $41.6M. The largest seller was Wells Fargo, cutting an estimated $167M.

  • 384 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q2 2025, down from 395 in Q1 2025.
  • Funds reported $3.79B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q2 2025, down 8% quarter-over-quarter.
  • 51 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q2 2025 and 59 closed out, a net change of -8 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q2 2025 was Fidelity Investments, an estimated $41.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q2 2025 was Wells Fargo, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2025.