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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
Nomura Asset Management
401
Nomura Asset Management
Japan
-$3.26M -250,900 Closed
PCM
402
Penserra Capital Management
California
-$2.25M -173,034 Closed
EF
403
Empowered Funds
Pennsylvania
-$1.9M -146,392 Closed
NL
404
NWAM LLC
Washington
-$1.68M -129,455 Closed
DCM
405
DME Capital Management
New York
-$1.52M -117,360 Closed
Citadel Advisors
406
Citadel Advisors
Florida
-$1.42M -105,830 Closed
Charles Schwab
407
Charles Schwab
California
-$1.22M -93,757 Closed
HF
408
HRT Financial
New York
-$916K -70,554 Closed
TSS
409
Two Sigma Securities
New York
-$910K -70,085 Closed
LWL
410
Leo Wealth LLC
Texas
-$900K -69,290 Closed
FCA
411
Fortis Capital Advisors
Kansas
-$906K -67,899 Closed
APC
412
Aspire Private Capital
North Carolina
-$598K -46,071 Closed
FPWM
413
FSB Premier Wealth Management
Iowa
-$548K -42,211 Closed
SFO
414
Stokes Family Office
Louisiana
-$544K -41,906 Closed
SHGA
415
Sand Hill Global Advisors
California
-$530K -40,815 Closed
Kovitz Investment Group Partners
416
Kovitz Investment Group Partners
Illinois
-$517K -39,825 Closed
IAA
417
Independent Advisor Alliance
North Carolina
-$479K -36,888 Closed
CWA
418
Capital Wealth Alliance
Arizona
-$464K -35,697 Closed
CC
419
Commons Capital
Massachusetts
-$386K -29,753 Closed
SIM
420
Stratos Investment Management
Ohio
-$380K -29,290 Closed
4WM
421
49 Wealth Management
Texas
-$365K -28,133 Closed
MWM
422
Maltin Wealth Management
New Jersey
-$276K -21,230 Closed
RWP
423
Revolve Wealth Partners
New Jersey
-$272K -20,909 Closed
SFS
424
Security Financial Services
Indiana
-$265K -20,367 Closed
DWS
425
Discipline Wealth Solutions
South Carolina
-$250K -19,262 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.