PDBC icon

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

Overview Fund Activity

401 hedge funds and large institutions have $3.96B 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 64 funds opening new positions, 145 increasing their positions, 128 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+7
Holders Change %
+1.78%
% of All Funds
5.83%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
64
Increased
145
Reduced
128
Closed
52
Calls
–
Puts
$1.48M
Net Calls
-$1.48M
Net Calls Change
-$2.92M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$82.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$90.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$349M
4
DAS
4
Diversify Advisory Services
Utah
$21.5M
5
Bank of America
5
Bank of America
North Carolina
$87.2M

Top Sellers

1
ACM
1
Alpha Capital Management
Texas
$578K
2
MW
2
Marks Wealth
Maryland
$0
3
LPL Financial
3
LPL Financial
California
$50.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$8.57M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$203K +$131K +9,312 +180%
PI
277
PFG Investments
New York
$203K +$12.5K +892 +7%
FI
278
FWG Investments
Kentucky
$203K +$17.1K +1,218 +9%
GM
279
GeoWealth Management
Illinois
$199K +$166K +11,789 +496%
MPW
280
MGO Private Wealth
California
$197K – – –
FZCM
281
Flynn Zito Capital Management
New York
$195K – – –
IWM
282
IHT Wealth Management
Illinois
$194K -$84.7K -6,026 -30%
TWM
283
Tradition Wealth Management
Minnesota
$193K +$13.4K +957 +7%
GLA
284
Good Life Advisors
Pennsylvania
$191K +$15K +1,065 +9%
WC
285
Waterloo Capital
Texas
$188K +$188K +13,412 New
FFA
286
Farther Finance Advisors
California
$188K +$167K +11,723 +773%
TW
287
TrinityPoint Wealth
Connecticut
$182K – – –
DADC
288
D.A. Davidson & Co
Montana
$178K +$178K +12,640 New
EWM
289
EPG Wealth Management
Georgia
$177K -$175K -12,604 Closed
TT
290
TI-Trust
Illinois
$177K -$218K -15,515 -55%
SAM
291
Smartleaf Asset Management
Massachusetts
$171K -$29.8K -2,113 -15%
TWM
292
Trueblood Wealth Management
Ohio
$165K – – –
AA
293
Aire Advisors
California
$164K -$70.2K -4,998 -30%
TSS
294
Two Sigma Securities
New York
$164K +$164K +11,669 New
VF
295
VitalStone Financial
Texas
$162K -$1.62M -115,068 -91%
CAS
296
Coppell Advisory Solutions
Texas
$158K +$158K +11,275 New
CCA
297
Cadent Capital Advisors
Oklahoma
$158K – – –
TNBTD
298
Trustmark National Bank Trust Department
Mississippi
$158K +$158K +11,215 New
KWM
299
Kingsview Wealth Management
Oregon
$157K – – –
NFP
300
Narus Financial Partners
Utah
$153K +$153K +10,914 New
10 11
12
13 14