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

265 hedge funds and large institutions have $3.39B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2021 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

62% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 52

51% more funds holding

Funds holding: 175265 (+90)

51% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $2M

47% more capital invested

Capital invested by funds: $2.3B → $3.39B (+$1.09B)

3.26% less ownership

Funds ownership: 84%80.74% (-3.3%)

Holders
265
Holders Change
+90
Holders Change %
+51.43%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.26%
New
110
Increased
84
Reduced
52
Closed
17
Calls
$3.03M
Puts
$2M
Net Calls
+$1.03M
Net Calls Change
+$599K
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
26
People's United Financial
Connecticut
$14.8M -$61.1K -3,629 -0.4%
AWA
27
Alaska Wealth Advisors
Alaska
$12M -$39.5K -2,348 -0.3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$11.9M +$7.01M +416,640 +151%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$11.5M +$11.2M +668,331 +42,407%
BPB
30
Badgley, Phelps & Bell
Washington
$11.5M +$11.2M +666,124 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$11.4M +$11.2M +664,332 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$11.2M +$7.67M +455,973 +236%
TCPWM
33
Traverso Chambers Private Wealth Management
California
$11.2M -$555K -32,998 -5%
LFASL
34
Lugano Financial Advisors SA (LFA)
Switzerland
$11M +$468K +27,801 +5%
Osaic Holdings
35
Osaic Holdings
Arizona
$10.2M +$6.34M +376,610 +173%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.1M -$164K -9,755 -2%
AIP
37
Almanack Investment Partners
Pennsylvania
$9.4M +$9.18M +545,284 New
FIM
38
Freedom Investment Management
Connecticut
$9.18M +$6.39M +379,924 +249%
HW
39
Hamilton Wealth
California
$9.15M +$8.94M +531,131 New
GM
40
GeoWealth Management
Illinois
$8.78M +$6.41M +380,672 +296%
IA
41
IFP Advisors
Florida
$8.65M +$8.23M +488,884 +3,757%
PWM
42
Palumbo Wealth Management
New York
$8.48M +$431K +25,605 +5%
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
$8.15M +$3.59M +213,222 +82%
CW
44
CreativeOne Wealth
Kansas
$8.14M +$258K +15,335 +3%
PI
45
PFS Investments
Georgia
$7.96M -$1.21M -71,920 -13%
SC
46
Savant Capital
Illinois
$7.91M -$1.06M -63,131 -12%
CAG
47
Csenge Advisory Group
Florida
$7.71M +$355K +21,098 +5%
Creative Planning
48
Creative Planning
Kansas
$6.91M -$1.36M -80,524 -17%
CIM
49
Confluence Investment Management
Missouri
$6.74M +$6.58M +391,051 New
PFA
50
Peak Financial Advisors
Colorado
$6.41M +$2.77M +164,418 +79%

PDBC Hedge Fund Activity: Q1 2021 in Review

265 of the 5,695 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 2021, worth a combined $3.39B — up 47% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PDBC positions and 17 closed out — a net gain of 93 holders — while 84 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was Wells Fargo, cutting an estimated $23.5M.

  • 265 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 2021, up from 175 in Q4 2020.
  • Funds reported $3.39B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q1 2021, up 47% quarter-over-quarter.
  • 110 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q1 2021 and 17 closed out, a net change of +93 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q1 2021 was Morgan Stanley, an estimated $104M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q1 2021 was Wells Fargo, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2021.