Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
153 hedge funds and large institutions have $1.36B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
13% more capital invested
Capital invested by funds: $1.2B → $1.36B (+$161M)
11% more funds holding
Funds holding: 138 → 153 (+15)
5.11% more ownership
Funds ownership: 77.6% → 82.71% (+5.1%)
0% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$24.3M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$16.4M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$13.5M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$40.3M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$11.2M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$6.22M |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$5.23M |
| 5 |
Jane Street
New York
|
-$4.85M |
PDBC Hedge Fund Activity: Q4 2019 in Review
153 of the 5,075 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 2019, worth a combined $1.36B — up 13% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PDBC positions and 22 closed out — a net gain of 17 holders — while 48 added to existing stakes and 48 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.2M. The largest seller was Wells Fargo, cutting an estimated $40.3M.
- 153 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 2019, up from 138 in Q3 2019.
- Funds reported $1.36B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 39 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q4 2019 and 22 closed out, a net change of +17 holders.
- The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $26.2M added.
- The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q4 2019 was Wells Fargo, an estimated $40.3M sold.
Based on aggregated 13F filings for Q4 2019.