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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
Focus Partners Wealth
426
Focus Partners Wealth
Massachusetts
-$244K -18,752 Closed
HPM
427
Hoxton Planning & Management
West Virginia
-$236K -18,145 Closed
FI
428
FWG Investments
Kentucky
-$226K -17,402 Closed
SW
429
StrongBox Wealth
Missouri
-$222K -17,100 Closed
UWM
430
USAdvisors Wealth Management
Minnesota
-$222K -17,097 Closed
XT
431
XTX Topco
Cayman Islands
-$174K -13,428 Closed
NAG
432
Northstar Advisory Group
New Jersey
-$171K -13,152 Closed
Thrivent Financial for Lutherans
433
Thrivent Financial for Lutherans
Minnesota
-$152K -11,678 Closed
VCWA
434
Vanguard Capital Wealth Advisors
Colorado
-$147K -11,300 Closed
KWM
435
Kingsview Wealth Management
Oregon
-$145K -11,195 Closed
ACM
436
AlphaStar Capital Management
North Carolina
-$145K -11,124 Closed
CSP
437
Cary Street Partners
Virginia
-$139K -10,736 Closed
OIA
438
OneDigital Investment Advisors
Kansas
-$137K -10,567 Closed
EFG
439
Elios Financial Group
Ohio
-$132K -10,159 Closed
VAG
440
VisionPoint Advisory Group
Texas
-$109K -8,294 Closed
AIC
441
Archer Investment Corporation
Indiana
-$98.9K -7,617 Closed
CP
442
Castleview Partners
Texas
-$79K -6,019 Closed
CFGS
443
Concourse Financial Group Securities
Alabama
-$62.8K -4,637 Closed
RFS
444
Richardson Financial Services
Massachusetts
-$58.6K -4,535 Closed
Q1WB
445
Quest 10 Wealth Builders
Virginia
-$32.1K -2,475 Closed
RCM
446
Raleigh Capital Management
North Carolina
-$21.8K -1,675 Closed
TAM
447
Tucker Asset Management
Colorado
-$19.4K -1,496 Closed
TCG
448
Transcendent Capital Group
Oklahoma
-$16.7K -1,283 Closed
AWM
449
Avior Wealth Management
Nebraska
-$10.8K -830 Closed
LC
450
Luminist Capital
Michigan
-$9.91K -763 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.