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

474 hedge funds and large institutions have $5.01B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $418K

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

8% more funds holding

Funds holding: 439474 (+35)

0.14% less ownership

Funds ownership: 73.68%73.54% (-0.14%)

7% less capital invested

Capital invested by funds: $5.4B → $5.01B (-$390M)

21% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 181

34% less funds holding in top 10

Funds holding in top 10: 3221 (-11)

Holders
474
Holders Change
+35
Holders Change %
+7.97%
% of All Funds
7.62%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.34%
New
98
Increased
143
Reduced
181
Closed
52
Calls
$2.49M
Puts
$418K
Net Calls
+$2.07M
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
351
Apella Capital
Connecticut
$195K -$63K -3,781 -22%
WFAG
352
Worth Financial Advisory Group
North Carolina
$194K +$218K +13,095 New
Chevy Chase Trust
353
Chevy Chase Trust
Maryland
$192K
FIM
354
Freedom Investment Management
Connecticut
$189K +$213K +12,791 New
LSIA
355
LaSalle St. Investment Advisors
Illinois
$187K +$212K +12,719 New
TT
356
TI-Trust
Illinois
$186K +$42K +2,522 +25%
PNC Financial Services Group
357
PNC Financial Services Group
Pennsylvania
$184K +$7.98K +479 +4%
AWE
358
Avidian Wealth Enterprises
Texas
$184K +$208K +12,467 New
Loomis, Sayles & Company
359
Loomis, Sayles & Company
Massachusetts
$175K +$197K +11,840 New
TFS
360
Thoroughbred Financial Services
Tennessee
$175K +$198K +11,856 New
OWP
361
Obermeyer Wealth Partners
Colorado
$172K
MCC
362
Money Concepts Capital
Florida
$172K +$158K +9,500 +447%
KCFA
363
Key Client Fiduciary Advisors
New Jersey
$171K +$193K +11,569 New
BWM
364
Baystate Wealth Management
Massachusetts
$170K -$50.6K -3,036 -21%
LNC
365
Lincoln National Corp
Pennsylvania
$168K +$190K +11,393 New
RIA
366
Regal Investment Advisors
Michigan
$167K -$20K -1,198 -10%
Corient Private Wealth
367
Corient Private Wealth
Florida
$167K +$188K +11,276 New
SI
368
Stephens Inc
Arkansas
$165K -$26.4M -1,582,259 -99%
DI
369
Disciplined Investments
Oklahoma
$164K -$682K -40,915 -79%
CCA
370
Cadent Capital Advisors
Oklahoma
$163K +$11.4K +684 +7%
IP
371
Ignite Planners
California
$160K +$179K +10,765 New
AAS
372
Ameritas Advisory Services
Nebraska
$159K -$39.1K -2,345 -18%
ICG
373
InterOcean Capital Group
Tennessee
$159K +$179K +10,732 New
WI
374
WrapManager Inc
California
$156K +$176K +10,564 New
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$154K -$717K -42,985 -80%