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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
AFP
76
Ausdal Financial Partners
Iowa
$3.34M +$862K +64,075 +35%
NECFA
77
New England Capital Financial Advisors
Connecticut
$3.33M -$85K -6,323 -3%
AWM
78
Axxcess Wealth Management
California
$3.32M +$544K +40,482 +20%
JP Morgan Chase
79
JP Morgan Chase
New York
$3.28M +$625K +46,508 +24%
LS
80
Liquid Strategies
Georgia
$3.27M +$3.22M +239,694 New
Renaissance Technologies
81
Renaissance Technologies
New York
$3.16M +$1.49M +111,038 +92%
PWAM
82
Private Wealth Asset Management
Iowa
$2.91M +$2.88M +213,818 New
OWM
83
Olympus Wealth Management
Utah
$2.89M +$32.8K +2,438 +1%
IWC
84
Integrated Wealth Concepts
Massachusetts
$2.79M +$2.15M +160,095 +360%
WMR
85
Wealth Management Resources
Rhode Island
$2.72M +$50.9K +3,787 +2%
BAWM
86
Bennett Associates Wealth Management
Pennsylvania
$2.64M +$27.8K +2,070 +1%
PPWM
87
Perissos Private Wealth Management
Oklahoma
$2.61M +$1.23M +91,540 +91%
NWM
88
Napa Wealth Management
California
$2.59M +$2.56M +190,139 New
HighTower Advisors
89
HighTower Advisors
Illinois
$2.57M -$4.92M -365,510 -66%
PMWMG
90
Parr McKnight Wealth Management Group
Minnesota
$2.48M +$124K +9,201 +5%
CA
91
CoreCap Advisors
Michigan
$2.48M +$761K +56,619 +45%
EWA
92
Evolution Wealth Advisors
Florida
$2.43M -$489K -36,360 -17%
CW
93
CreativeOne Wealth
Kansas
$2.29M -$159K -11,820 -7%
ACM
94
Avalon Capital Management
California
$2.28M +$2.25M +167,602 New
WB
95
WesBanco Bank
West Virginia
$2.19M +$8.74K +650 +0.4%
AIM
96
Alhambra Investment Management
Florida
$2.16M +$1.51M +112,542 +247%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$2.11M +$446K +33,196 +27%
LA
98
Lifeworks Advisors
Michigan
$2.08M -$89.6K -6,664 -4%
ATPW
99
Ashton Thomas Private Wealth
Arizona
$2.01M +$28.1K +2,086 +1%
MOS
100
MGO One Seven
Ohio
$2M +$16.2K +1,206 +0.8%

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.