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

148 hedge funds and large institutions have $2.27B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

20% more capital invested

Capital invested by funds: $1.89B → $2.27B (+$380M)

15% more funds holding

Funds holding: 129148 (+19)

1.87% less ownership

Funds ownership: 89.28%87.41% (-1.9%)

Holders
148
Holders Change
+19
Holders Change %
+14.73%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
47
Increased
49
Reduced
37
Closed
25
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$1.54M +$265K +19,388 +21%
GM
52
GeoWealth Management
Illinois
$1.51M +$335K +24,489 +28%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.5M -$1.59M -116,026 -51%
TC
54
TownSquare Capital
Utah
$1.5M +$1.5M +109,284 New
VanEck Associates
55
VanEck Associates
New York
$1.43M -$19K -1,387 -1%
DI
56
Disciplined Investments
Oklahoma
$1.27M
EF
57
Empirical Finance
Pennsylvania
$1.16M +$1.16M +85,118 New
1WA
58
180 Wealth Advisors
Washington
$958K +$80K +5,845 +9%
Jane Street
59
Jane Street
New York
$958K +$959K +70,059 New
HW
60
Hancock Whitney
Mississippi
$928K +$92.3K +6,746 +11%
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$905K +$906K +66,208 New
EWMCB
62
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$903K +$903K +66,024 New
AAS
63
Avantax Advisory Services
Texas
$766K +$448K +32,709 +137%
Deutsche Bank
64
Deutsche Bank
Germany
$736K +$192K +14,021 +35%
KM
65
Kalos Management
Georgia
$718K -$56.3K -4,115 -7%
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
$695K -$21.3K -1,555 -3%
CFA
67
Cahill Financial Advisors
Minnesota
$685K +$57.5K +4,202 +9%
APCM
68
Alaska Permanent Capital Management
Alaska
$622K -$68.1K -4,978 -10%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$582K -$94.7K -6,925 -14%
MA
70
Mutual Advisors
Nebraska
$580K +$56K +4,093 +11%
JWS
71
Juncture Wealth Strategies
Arizona
$567K +$58.6K +4,284 +12%
RJA
72
Raymond James & Associates
Florida
$549K +$550K +40,177 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$548K +$548K +40,086 New
RCA
74
Rowland Carmichael Advisors
Arizona
$546K +$547K +39,957 New
RJFSA
75
Raymond James Financial Services Advisors
Florida
$474K +$137K +10,019 +41%

PDBC Hedge Fund Activity: Q3 2020 in Review

148 of the 4,956 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 Q3 2020, worth a combined $2.27B — up 20% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PDBC positions and 25 closed out — a net gain of 22 holders — while 49 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $206M. The largest seller was Commonwealth of Pennsylvania Public School Employees Retirement System, exiting entirely with an estimated $40.5M sold.

  • 148 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q3 2020, up from 129 in Q2 2020.
  • Funds reported $2.27B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q3 2020, up 20% quarter-over-quarter.
  • 47 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q3 2020 and 25 closed out, a net change of +22 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q3 2020 was UBS Group, an estimated $206M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q3 2020 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2020.