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

409 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 73 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+16
Holders Change %
+4.07%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
73
Increased
139
Reduced
148
Closed
47
Calls
$56K
Puts
$14K
Net Calls
+$42K
Net Calls Change
+$15K

Top Buyers

1
State Street
State Street
Massachusetts
$55.7M
2
LPL Financial
LPL Financial
California
$68.8M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$365M
4
Jane Street
Jane Street
New York
$19.1M
5
BFP
Briaud Financial Planning
Texas
$36.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.22M
2
Wells Fargo
Wells Fargo
California
$1.58B
3
Morgan Stanley
Morgan Stanley
New York
$237M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.08B
5
LMIM
Lockheed Martin Investment Management
Maryland
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
426
Diversify Wealth Management
Utah
– -$269K -19,634 Closed
SW
427
Simplicity Wealth
New Jersey
– -$255K -18,990 Closed
TI
428
Tidal Investments
Wisconsin
– -$248K -18,497 Closed
JSW
429
Journey Strategic Wealth
New Jersey
– -$205K -15,236 Closed
RWP
430
RWA Wealth Partners
Massachusetts
– -$197K -14,677 Closed
1WA
431
180 Wealth Advisors
Washington
– -$192K -14,324 Closed
FDDB
432
Fidelity D&D Bancorp
Pennsylvania
– -$172K -12,777 Closed
TWM
433
Tradition Wealth Management
Minnesota
– -$170K -12,686 Closed
EWM
434
EPG Wealth Management
Georgia
– -$169K -12,604 Closed
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
– -$159K -11,838 Closed
CF
436
Centaurus Financial
California
– -$149K -11,097 Closed
QWM
437
Quadcap Wealth Management
Texas
– -$141K -10,473 Closed
RWA
438
Redhawk Wealth Advisors
Minnesota
– -$139K -10,376 Closed
GVAG
439
Great Valley Advisor Group
Delaware
– -$139K -10,355 Closed
SL
440
Sentinus LLC
Illinois
– -$138K -10,240 Closed
SC
441
Savant Capital
Illinois
– -$136K -10,114 Closed
CPA
442
Clear Point Advisors
New York
– -$74K -5,513 Closed
Allspring Global Investments
443
Allspring Global Investments
North Carolina
– -$70.5K -5,250 Closed
ATS
444
Ashton Thomas Securities
New York
– -$35.1K -2,612 Closed
Bank of Montreal
445
Bank of Montreal
Ontario, Canada
– -$23.9K -1,772 Closed
BCMLT
446
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$19.1K -1,424 Closed
FCM
447
Fourpath Capital Management
Oklahoma
– -$12K -897 Closed
TCM
448
Tradewinds Capital Management
Washington
– -$11.4K -851 Closed
GSEP
449
Golden State Equity Partners
California
– -$9.4K -700 Closed
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
– -$8.39K -625 Closed
15 16 17
18
19