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

395 hedge funds and large institutions have $4.12B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

113,000% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $1K

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.45% more ownership

Funds ownership: 84.08%84.53% (+0.45%)

4% less funds holding

Funds holding: 413395 (-18)

8% less capital invested

Capital invested by funds: $4.49B → $4.12B (-$376M)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

Holders
395
Holders Change
-18
Holders Change %
-4.36%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
62
Increased
142
Reduced
125
Closed
72
Calls
$1.13M
Puts
$1K
Net Calls
+$1.13M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
376
Richard W. Paul & Associates
Michigan
$1.95K
CVM
377
Cheviot Value Management
California
$1.82K +$1.96K +146 New
T
378
Tidemark
California
$1.62K +$1.6K +119 New
RCA
379
Runnymede Capital Advisors
Ohio
$1.36K +$1.34K +100 New
IWP
380
IAG Wealth Partners
Wisconsin
$1.23K +$1.21K +90 New
KWM
381
Kiker Wealth Management
Georgia
$1.2K +$1.18K +88 New
AAP
382
Arax Advisory Partners
Colorado
$1.15K -$323 -24 -22%
C
383
Covestor
United Kingdom
$1K
WCM
384
Winthrop Capital Management
Indiana
$1K
RWS
385
Retirement Wealth Solutions
Wisconsin
$956 +$175 +13 +23%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$954 +$941 +70 New
TSMHT
387
Thurston Springer Miller Herd & Titak
Indiana
$898
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$845 +$834 +62 New
SHF
389
Safe Harbor Fiduciary
Florida
$627 -$4.5K -335 -88%
WPA
390
West Paces Advisors
Georgia
$436
RI
391
Ridgewood Investments
New Jersey
$409 -$7.67K -570 -95%
BGWM
392
Bridge Generations Wealth Management
Florida
$341
SS
393
Sunbelt Securities
Texas
$177 -$229K -17,040 -100%
FDCP
394
Foster Dykema Cabot & Partners
Massachusetts
$136
FFA
395
Frazier Financial Advisors
Ohio
$89
Russell Investments Group
396
Russell Investments Group
United Kingdom
$7 +$13 +1 New
Nisa Investment Advisors
397
Nisa Investment Advisors
Missouri
-$8.38M -644,900 Closed
3AM
398
3EDGE Asset Management
Florida
-$5.13M -395,280 Closed
AWA
399
Arete Wealth Advisors
Illinois
-$3.84M -295,330 Closed
SGI
400
Summit Global Investments
Utah
-$3.27M -251,841 Closed

PDBC Hedge Fund Activity: Q1 2025 in Review

395 of the 7,459 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 Q1 2025, worth a combined $4.12B — down 8.4% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PDBC and 62 opened new positions — a net loss of 10 holders — while 125 trimmed existing stakes and 142 added.

The largest buyer was LPL Financial, adding an estimated $289M. The largest seller was Jane Street, cutting an estimated $19.6M.

  • 395 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q1 2025, down from 413 in Q4 2024.
  • Funds reported $4.12B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q1 2025, down 8.4% quarter-over-quarter.
  • 62 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q1 2025 and 72 closed out, a net change of -10 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q1 2025 was LPL Financial, an estimated $289M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q1 2025 was Jane Street, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.