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

412 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 74 funds opening new positions, 140 increasing their positions, 149 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $56K | Put options by funds: $14K

57% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 47

25% more capital invested

Capital invested by funds: $3.58B → $4.49B (+$909M)

5% more funds holding

Funds holding: 394412 (+18)

2.36% more ownership

Funds ownership: 81.72%84.08% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

6% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 149

Holders
412
Holders Change
+18
Holders Change %
+4.57%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
140
Reduced
149
Closed
47
Calls
$56K
Puts
$14K
Net Calls
+$42K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
Salem Investment Counselors
North Carolina
$11.7K
AF
352
Allworth Financial
California
$11.7K +$162 +12 +1%
ADL
353
Asset Dedication LLC
California
$11.1K -$985 -73 -8%
AWM
354
Avior Wealth Management
Nebraska
$10.8K +$9.48K +703 +554%
IRC
355
Investors Research Corp
Georgia
$10.3K
TCM
356
TD Capital Management
Tennessee
$9.96K +$310 +23 +3%
LC
357
Luminist Capital
Michigan
$9.91K +$10.3K +763 New
OP
358
ORG Partners
Indiana
$9.87K -$674 -50 -6%
GCM
359
Gables Capital Management
Florida
$9.29K
AWM
360
Ameliora Wealth Management
Switzerland
$9.07K
YP
361
YANKCOM Partnership
South Dakota
$8.9K +$9.24K +685 New
BTI
362
Blue Trust Inc
Georgia
$8.78K -$8.78K -651 -49%
DF
363
Dunhill Financial
United Kingdom
$8.23K +$364 +27 +4%
PA
364
Pineridge Advisors
Missouri
$8.2K -$16.5K -1,221 -66%
FMTCOCP
365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$8.24K +611 New
MG
366
Mather Group
Illinois
$7.81K +$8.11K +601 New
RI
367
Ridgewood Investments
New Jersey
$7.79K
Group One Trading
368
Group One Trading
Illinois
$7.79K +$8.09K +600 New
HCP
369
Hexagon Capital Partners
Arkansas
$7.59K
SFGP
370
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.57K +$7.86K +583 New
SIM
371
Synergy Investment Management
Florida
$7.38K +$7.66K +568 New
CWC
372
Carolinas Wealth Consulting
North Carolina
$6.91K -$5.81K -431 -45%
KFI
373
Key Financial Inc
Pennsylvania
$6.8K +$337 +25 +5%
RFA
374
Reyes Financial Architecture
California
$5.24K +$5.44K +403 New
AG
375
AmeriFlex Group
Nevada
$5.2K +$5.27K +391 New

PDBC Hedge Fund Activity: Q4 2024 in Review

412 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) for Q4 2024, worth a combined $4.49B — up 25% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PDBC positions and 47 closed out — a net gain of 27 holders — while 140 added to existing stakes and 149 trimmed.

The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Charles Schwab, cutting an estimated $82.9M.

  • 412 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q4 2024, up from 394 in Q3 2024.
  • Funds reported $4.49B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 74 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q4 2024 and 47 closed out, a net change of +27 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q4 2024 was State Street, an estimated $49.9M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q4 2024 was Charles Schwab, an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2024.