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

474 hedge funds and large institutions have $5.01B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $418K

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

8% more funds holding

Funds holding: 439474 (+35)

0.14% less ownership

Funds ownership: 73.68%73.54% (-0.14%)

7% less capital invested

Capital invested by funds: $5.4B → $5.01B (-$390M)

21% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 181

34% less funds holding in top 10

Funds holding in top 10: 3221 (-11)

Holders
474
Holders Change
+35
Holders Change %
+7.97%
% of All Funds
7.62%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.34%
New
98
Increased
143
Reduced
181
Closed
52
Calls
$2.49M
Puts
$418K
Net Calls
+$2.07M
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
101
Stonebridge Financial Planning Group
Florida
$3.66M +$199K +11,932 +5%
Renaissance Technologies
102
Renaissance Technologies
New York
$3.64M -$2.2M -131,800 -35%
PSCM
103
Per Stirling Capital Management
Texas
$3.59M +$4.05M +242,690 New
CW
104
CreativeOne Wealth
Kansas
$3.48M -$412K -24,741 -10%
OCBCO
105
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.41M +$3.85M +230,992 New
VCM
106
Virtue Capital Management
Tennessee
$3.38M +$1.05M +63,075 +38%
APC
107
Aspire Private Capital
North Carolina
$3.34M -$1.9M -113,927 -34%
JWS
108
Juncture Wealth Strategies
Arizona
$3.33M -$1.09M -65,390 -22%
AAM
109
Augustine Asset Management
Florida
$3.3M +$5.13K +308 +0.1%
Cerity Partners
110
Cerity Partners
New York
$3.25M +$3.48M +208,927 +1,920%
EH
111
Equitable Holdings
New York
$3.24M -$1.78M -107,022 -33%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$3.15M -$6.33M -379,663 -64%
FWA
113
FOCUS Wealth Advisors
Texas
$3.14M -$4.65K -279 -0.1%
BFM
114
Boothbay Fund Management
New York
$3.09M +$3.49M +209,300 New
TF
115
Theory Financial
Colorado
$3M +$3.39M +203,291 New
AFFA
116
ALM First Financial Advisors
Texas
$2.96M +$3.33M +200,000 New
JP Morgan Chase
117
JP Morgan Chase
New York
$2.9M -$638K -38,292 -16%
GA
118
GoalVest Advisory
New York
$2.87M +$131K +7,875 +4%
PFM
119
Patton Fund Management
Texas
$2.82M -$102K -6,139 -3%
AIM
120
Alhambra Investment Management
Florida
$2.71M +$1.86M +111,423 +156%
IAN
121
Integrated Advisors Network
Texas
$2.69M -$114K -6,821 -4%
OPS
122
Orion Portfolio Solutions
Nebraska
$2.66M +$70.6K +4,237 +2%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$2.65M -$2.14M -128,366 -42%
TC
124
TownSquare Capital
Utah
$2.62M +$244K +14,641 +9%
MMA
125
Miracle Mile Advisors
California
$2.57M +$8.73K +524 +0.3%