We are live on ! Find out more
PDBC icon

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
SPC
101
Sigma Planning Corp
Michigan
$1.87M +$264K +19,893 +17%
SC
102
Scotia Capital
Ontario, Canada
$1.87M +$103K +7,757 +6%
QC
103
Quadrature Capital
United Kingdom
$1.83M -$13.6M -1,024,238 -88%
PWAM
104
Private Wealth Asset Management
Iowa
$1.81M -$705K -53,177 -28%
Cerity Partners
105
Cerity Partners
New York
$1.7M +$78.2K +5,893 +5%
AWA
106
Aletheian Wealth Advisors
Washington
$1.68M +$42.2K +3,179 +3%
PWM
107
Perigon Wealth Management
California
$1.67M +$7.6K +573 +0.5%
AC
108
Anson Capital
Georgia
$1.57M +$472K +35,571 +44%
CAM
109
Congress Asset Management
Massachusetts
$1.57M -$73.7K -5,555 -5%
IA
110
IFG Advisory
Georgia
$1.54M +$117K +8,844 +8%
ATPW
111
Ashton Thomas Private Wealth
Arizona
$1.54M -$448K -33,761 -23%
MFS
112
McNamara Financial Services
Massachusetts
$1.52M +$50.9K +3,834 +4%
AIM
113
Advyzon Investment Management
Illinois
$1.52M +$822K +61,939 +122%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$1.43M +$1.41M +106,560 New
NRC
115
New Republic Capital
North Carolina
$1.41M -$78.3K -5,901 -5%
TFA
116
Transamerica Financial Advisors
Florida
$1.4M -$138K -10,377 -9%
HH
117
Hilltop Holdings
Texas
$1.37M -$5.42M -408,765 -80%
ZIM
118
Zacks Investment Management
Illinois
$1.28M -$380K -28,668 -23%
MWM
119
Maridea Wealth Management
New York
$1.23M +$817K +61,563 +198%
OWP
120
ORG Wealth Partners
Texas
$1.22M -$4.06K -306 -0.3%
PWM
121
Palumbo Wealth Management
New York
$1.2M -$59.9K -4,518 -5%
JIR
122
James Investment Research
Ohio
$1.2M -$19.3K -1,457 -2%
CA
123
Continuum Advisory
Idaho
$1.19M +$29.2K +2,198 +3%
VAM
124
Verity Asset Management
North Carolina
$1.15M +$26.6K +2,008 +2%
TPBG
125
Turning Point Benefit Group
Maryland
$1.07M -$296K -22,293 -22%

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.