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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
WAM
101
Worth Asset Management
Texas
$1.92M +$1.9M +141,121 New
ZIM
102
Zacks Investment Management
Illinois
$1.9M +$130K +9,681 +7%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$1.9M +$538K +40,024 +40%
DC
104
Davenport & Co
Virginia
$1.86M +$1.84M +136,801 New
M
105
MATAURO
New York
$1.85M -$90.8K -6,750 -5%
AWA
106
Aletheian Wealth Advisors
Washington
$1.81M +$53.8K +4,002 +3%
SC
107
Scotia Capital
Ontario, Canada
$1.81M -$27 -2 -0%
AC
108
Avestar Capital
New York
$1.78M -$495K -36,808 -22%
NC
109
NewSquare Capital
Pennsylvania
$1.77M -$35.1K -2,609 -2%
CWM
110
Congress Wealth Management
Massachusetts
$1.74M +$5.7K +424 +0.3%
CAM
111
Congress Asset Management
Massachusetts
$1.74M -$11.3K -840 -0.7%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$1.74M +$1.07M +79,564 +167%
JCM
113
J2 Capital Management
Michigan
$1.73M +$465K +34,588 +37%
PWM
114
Perigon Wealth Management
California
$1.69M +$1.41M +104,850 +542%
EFS
115
Econ Financial Services
Pennsylvania
$1.69M +$1.67M +123,823 New
Cerity Partners
116
Cerity Partners
New York
$1.64M -$709K -52,750 -30%
TFA
117
Transamerica Financial Advisors
Florida
$1.61M +$205K +15,262 +15%
TPBG
118
Turning Point Benefit Group
Maryland
$1.59M +$1.71M +127,101 New
FIM
119
Freedom Investment Management
Connecticut
$1.56M +$327K +24,300 +27%
SPC
120
Sigma Planning Corp
Michigan
$1.52M +$63.7K +4,740 +4%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$1.51M -$12K -891 -0.8%
PAG
122
Private Advisor Group
New Jersey
$1.5M -$394K -29,279 -21%
LFASL
123
Lugano Financial Advisors SA (LFA)
Switzerland
$1.49M -$2.78M -206,449 -65%
NRC
124
New Republic Capital
North Carolina
$1.43M -$288K -21,428 -17%
MFS
125
McNamara Financial Services
Massachusetts
$1.38M +$635K +47,193 +87%

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.