PDBC icon

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

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+15
Holders Change %
+4.81%
% of All Funds
5.74%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
55
Increased
115
Reduced
109
Closed
36
Calls
$7.48M
Puts
$952K
Net Calls
+$6.52M
Net Calls Change
-$166M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.24B
2
UBS Group
2
UBS Group
Switzerland
$110M
3
AWM
3
Affinity Wealth Management
Delaware
$21M
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$34.3M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$173M
2
WA
2
WestEnd Advisors
North Carolina
$104M
3
State Street
3
State Street
Massachusetts
$213M
4
GAG
4
GM Advisory Group
New York
$0
5
3AM
5
3EDGE Asset Management
Florida
$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
326
Ironwood Financial
Arizona
$1K – – –
LPWM
327
Lake Point Wealth Management
Texas
$1K – – –
SWM
328
Spire Wealth Management
Virginia
$1K +$1K +63 New
GKWIM
329
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +77 New
GAG
330
GM Advisory Group
New York
– -$58.9M -2,931,350 Closed
BCI
331
Brinker Capital Investments
Pennsylvania
– -$22.2M -1,104,791 Closed
AIM
332
Astor Investment Management
Illinois
– -$19.1M -952,066 Closed
OCM
333
Oribel Capital Management
New York
– -$14.7M -734,100 Closed
NWA
334
New World Advisors
Massachusetts
– -$13.4M -667,845 Closed
CWA
335
Centennial Wealth Advisory
Michigan
– -$3.56M -177,082 Closed
AI
336
Atria Investments
North Carolina
– -$3.56M -177,014 Closed
SI
337
Stephens Inc
Arkansas
– -$3.49M -173,933 Closed
BFM
338
Boothbay Fund Management
New York
– -$3.41M -169,700 Closed
OMC
339
Old Mission Capital
Illinois
– -$2.26M -112,235 Closed
CWG
340
Cornerstone Wealth Group
North Carolina
– -$2.04M -106,975 Closed
GCA
341
Greenwood Capital Associates
South Carolina
– -$2.13M -106,232 Closed
TF
342
Trek Financial
Arizona
– -$2.12M -105,521 Closed
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
– -$1.98M -98,674 Closed
OWA
344
Outlook Wealth Advisors
Texas
– -$1.56M -77,502 Closed
ARG
345
Advisory Resource Group
Oklahoma
– -$1.19M -59,212 Closed
SWA
346
Stratos Wealth Advisors
Ohio
– -$1.18M -58,892 Closed
FEM
347
Fulcrum Equity Management
Texas
– -$645K -32,081 Closed
Belvedere Trading
348
Belvedere Trading
Illinois
– -$433K -22,398 Closed
JPG
349
Jordan Park Group
California
– -$373K -18,581 Closed
PIA
350
Pinion Investment Advisors
Kansas
– -$319K -15,890 Closed
11 12 13
14
15