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

384 hedge funds and large institutions have $3.79B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.89% more ownership

Funds ownership: 84.53%86.42% (+1.9%)

3% less funds holding

Funds holding: 395384 (-11)

8% less capital invested

Capital invested by funds: $4.12B → $3.79B (-$328M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 147

14% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 59

Holders
384
Holders Change
-11
Holders Change %
-2.78%
% of All Funds
5.06%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
51
Increased
131
Reduced
147
Closed
59
Calls
$703K
Puts
Net Calls
+$703K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Change in
Stake
MWML
76
M Wealth Management LLC
California
$3.35M +$11.6K +902 +0.4%
EFS
77
Econ Financial Services
Pennsylvania
$3.33M +$1.69M +131,334 +106%
Comerica Bank
78
Comerica Bank
Texas
$3.29M -$308K -23,840 -9%
NECFA
79
New England Capital Financial Advisors
Connecticut
$3.22M +$33.9K +2,630 +1%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$3.2M +$1.34M +104,217 +74%
M&T Bank
81
M&T Bank
New York
$3.1M -$8.03M -622,711 -72%
KeyBank National Association
82
KeyBank National Association
Ohio
$3.04M -$442K -34,230 -13%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$3.02M -$552K -42,772 -16%
AAS
84
Ameritas Advisory Services
Nebraska
$2.89M -$2.06M -159,576 -42%
AWM
85
Axxcess Wealth Management
California
$2.88M -$299K -23,179 -10%
Barclays
86
Barclays
United Kingdom
$2.82M +$2.49M +192,900 +839%
IWC
87
Integrated Wealth Concepts
Massachusetts
$2.8M +$126K +9,750 +5%
GFA
88
Gladwyn Financial Advisors
Virginia
$2.73M +$2.7M +209,396 New
Creative Planning
89
Creative Planning
Kansas
$2.73M -$798K -61,825 -23%
AFP
90
Ausdal Financial Partners
Iowa
$2.73M -$467K -36,195 -15%
BRWA
91
B. Riley Wealth Advisors
Florida
$2.63M +$2.6M +201,771 New
WMR
92
Wealth Management Resources
Rhode Island
$2.48M -$117K -9,033 -5%
PWAM
93
Private Wealth Asset Management
Iowa
$2.45M -$337K -26,087 -12%
EWA
94
Evolution Wealth Advisors
Florida
$2.33M -$968 -75 -0%
PMWMG
95
Parr McKnight Wealth Management Group
Minnesota
$2.29M -$82.2K -6,374 -4%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$2.28M +$616K +47,711 +37%
WB
97
WesBanco Bank
West Virginia
$2.16M +$60.1K +4,661 +3%
CW
98
CreativeOne Wealth
Kansas
$2.15M -$42.7K -3,310 -2%
AC
99
Avestar Capital
New York
$2.11M +$395K +30,634 +23%
AIM
100
Alhambra Investment Management
Florida
$2.09M +$23.8K +1,846 +1%

PDBC Hedge Fund Activity: Q2 2025 in Review

384 of the 7,595 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 Q2 2025, worth a combined $3.79B — down 8% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of PDBC and 51 opened new positions — a net loss of 8 holders — while 147 trimmed existing stakes and 131 added.

The largest buyer was Fidelity Investments, adding an estimated $41.6M. The largest seller was Wells Fargo, cutting an estimated $167M.

  • 384 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q2 2025, down from 395 in Q1 2025.
  • Funds reported $3.79B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q2 2025, down 8% quarter-over-quarter.
  • 51 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q2 2025 and 59 closed out, a net change of -8 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q2 2025 was Fidelity Investments, an estimated $41.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q2 2025 was Wells Fargo, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2025.