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

409 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 73 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+16
Holders Change %
+4.07%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
73
Increased
139
Reduced
148
Closed
47
Calls
$56K
Puts
$14K
Net Calls
+$42K
Net Calls Change
+$15K

Top Buyers

1
State Street
State Street
Massachusetts
$55.7M
2
LPL Financial
LPL Financial
California
$68.8M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$365M
4
Jane Street
Jane Street
New York
$19.1M
5
BFP
Briaud Financial Planning
Texas
$36.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.22M
2
Wells Fargo
Wells Fargo
California
$1.58B
3
Morgan Stanley
Morgan Stanley
New York
$237M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.08B
5
LMIM
Lockheed Martin Investment Management
Maryland
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
251
Integrated Advisors Network
Texas
$215K +$208 +16 +0.1%
SPIA
252
Steward Partners Investment Advisory
New York
$213K -$73.6K -5,667 -26%
Ameriprise
253
Ameriprise
Minnesota
$212K +$63.9K +4,921 +43%
SWMG
254
Sard Wealth Management Group
Georgia
$209K -$55.2K -4,247 -21%
GCA
255
Gradient Capital Advisors
California
$206K +$206K +15,846 New
JWA
256
JFS Wealth Advisors
Pennsylvania
$205K – – –
SFA
257
Sequoia Financial Advisors
Ohio
$203K +$203K +15,640 New
OAS
258
Optivise Advisory Services
Tennessee
$203K +$203K +15,612 New
Vontobel Holding
259
Vontobel Holding
Switzerland
$194K -$14.2K -1,095 -7%
CA
260
Clearstead Advisors
Ohio
$194K -$10.5K -806 -5%
CFB
261
Cullen/Frost Bankers
Texas
$193K +$2.72K +209 +1%
Corient Private Wealth
262
Corient Private Wealth
Florida
$193K -$169K -12,984 -47%
GCWM
263
Graham Capital Wealth Management
District of Columbia
$191K +$30.5K +2,349 +19%
MA
264
Mutual Advisors
Nebraska
$191K -$1.76K -129 -0.9%
CWM
265
C2C Wealth Management
Arizona
$190K +$1.46K +112 +0.8%
FZCM
266
Flynn Zito Capital Management
New York
$188K +$7.95K +612 +4%
WS
267
Wedbush Securities
California
$187K -$33.4K -2,564 -15%
VCM
268
Virtue Capital Management
Tennessee
$183K -$948 -73 -0.5%
AC
269
Addison Capital
Pennsylvania
$183K -$25.3K -1,944 -12%
DADC
270
D.A. Davidson & Co
Montana
$183K -$896 -69 -0.5%
PA
271
Parallel Advisors
California
$182K – – –
XT
272
XTX Topco
Cayman Islands
$174K +$174K +13,428 New
GLA
273
Good Life Advisors
Pennsylvania
$173K -$188K -14,506 -52%
V
274
VeraBank
Texas
$172K -$75K -5,772 -30%
NAG
275
Northstar Advisory Group
New Jersey
$171K +$171K +13,152 New
9 10
11
12 13