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

403 hedge funds and large institutions have $3.97B 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 66 funds opening new positions, 145 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 52

14% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 127

9% more capital invested

Capital invested by funds: $3.64B → $3.97B (+$326M)

2% more funds holding

Funds holding: 394403 (+9)

0.42% less ownership

Funds ownership: 77.65%77.23% (-0.42%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.48M

Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
5.82%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
66
Increased
145
Reduced
127
Closed
52
Calls
Puts
$1.48M
Net Calls
-$1.48M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
301
Narus Financial Partners
Utah
$153K +$154K +10,914 New
RWA
302
Redhawk Wealth Advisors
Minnesota
$151K +$1.68K +119 +1%
ETIA
303
Epic Trust Investment Advisors
Washington
$149K -$8.07K -571 -5%
SI
304
Stephens Inc
Arkansas
$147K -$61.8K -4,375 -29%
SFG
305
Sovereign Financial Group
Connecticut
$147K +$147K +10,428 New
EWA
306
EverSource Wealth Advisors
Alabama
$144K +$83.8K +5,929 +128%
BF
307
BOK Financial
Oklahoma
$143K +$143K +10,150 New
AFWM
308
Abich Financial Wealth Management
Virginia
$139K +$12.7K +896 +10%
VAG
309
VisionPoint Advisory Group
Texas
$121K -$96.5K -6,835 -44%
AIC
310
Archer Investment Corporation
Indiana
$105K -$50K -3,540 -32%
PA
311
Pineridge Advisors
Missouri
$96.7K -$6.94M -491,456 -99%
AIP
312
Ameritas Investment Partners
Nebraska
$96.1K
GBT
313
Grove Bank & Trust
Florida
$93.4K +$93.9K +6,650 New
CPA
314
Clear Point Advisors
New York
$77.5K
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$73.8K
CMP
316
Coston McIsaac & Partners
Maine
$69K
IA
317
IFS Advisors
Kansas
$66K
CFGS
318
Concourse Financial Group Securities
Alabama
$65.9K
CWC
319
Carolinas Wealth Consulting
North Carolina
$65.5K +$39.5K +2,799 +150%
LFG
320
Larson Financial Group
Missouri
$65.1K +$17K +1,203 +35%
RFS
321
Richardson Financial Services
Massachusetts
$64.5K -$6.36K -450 -9%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$61.6K +$27.5K +1,947 +80%
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$61.2K
TCG
324
Transcendent Capital Group
Oklahoma
$57.1K +$6.89K +488 +14%
ETS
325
ESL Trust Services
New York
$52.3K +$52.5K +3,720 New