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

362 hedge funds and large institutions have $3.82B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 135 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.79B → $3.82B (+$30.4M)

1.14% less ownership

Funds ownership: 86.42%85.28% (-1.1%)

6% less funds holding

Funds holding: 384362 (-22)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 135

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
362
Holders Change
-22
Holders Change %
-5.73%
% of All Funds
4.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
38
Increased
121
Reduced
135
Closed
52
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
76
Gladwyn Financial Advisors
Virginia
$2.99M +$172K +12,952 +6%
FCIM
77
Fairview Capital Investment Management
California
$2.9M -$662K -49,898 -19%
IWC
78
Integrated Wealth Concepts
Massachusetts
$2.87M -$5.01K -378 -0.2%
LA
79
Lifeworks Advisors
Michigan
$2.83M +$730K +55,027 +35%
HW
80
Hancock Whitney
Mississippi
$2.83M -$1.92M -144,721 -41%
JP Morgan Chase
81
JP Morgan Chase
New York
$2.81M +$2.65M +199,419 +2,081%
KeyBank National Association
82
KeyBank National Association
Ohio
$2.57M -$563K -42,409 -18%
WMR
83
Wealth Management Resources
Rhode Island
$2.54M -$20.2K -1,525 -0.8%
AWM
84
Axxcess Wealth Management
California
$2.49M -$472K -35,562 -16%
Creative Planning
85
Creative Planning
Kansas
$2.42M -$382K -28,775 -14%
BAWM
86
Bennett Associates Wealth Management
Pennsylvania
$2.41M +$268K +20,205 +13%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$2.39M -$1.73M -130,777 -42%
PAG
88
Private Advisor Group
New Jersey
$2.38M +$526K +39,684 +29%
PMWMG
89
Parr McKnight Wealth Management Group
Minnesota
$2.26M -$93.8K -7,070 -4%
EWA
90
Evolution Wealth Advisors
Florida
$2.23M -$167K -12,620 -7%
M&T Bank
91
M&T Bank
New York
$2.2M -$978K -73,706 -31%
CW
92
CreativeOne Wealth
Kansas
$2.15M -$61.3K -4,621 -3%
AIM
93
Alhambra Investment Management
Florida
$2.15M -$3.18K -240 -0.2%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$2.13M +$24.7K +1,865 +1%
MOS
95
MGO One Seven
Ohio
$2.05M +$36.3K +2,735 +2%
Mariner
96
Mariner
Kansas
$2.05M +$235K +17,715 +13%
NC
97
NewSquare Capital
Pennsylvania
$2.02M +$208K +15,666 +12%
BRWA
98
B. Riley Wealth Advisors
Florida
$1.99M -$706K -53,261 -26%
FWA
99
FSC Wealth Advisors
New York
$1.94M +$1.31M +98,745 +215%
FFA
100
Farther Finance Advisors
California
$1.91M +$700K +52,777 +59%

PDBC Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 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 2025, worth a combined $3.82B — up 0.8% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of PDBC and 38 opened new positions — a net loss of 14 holders — while 135 trimmed existing stakes and 121 added.

The largest buyer was State Street, adding an estimated $50.6M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 362 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 2025, down from 384 in Q2 2025.
  • Funds reported $3.82B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q3 2025, up 0.8% quarter-over-quarter.
  • 38 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q3 2025 and 52 closed out, a net change of -14 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q3 2025 was State Street, an estimated $50.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q3 2025 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2025.