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

403 hedge funds and large institutions have $3.97B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 52

14% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 127

9% more capital invested

Capital invested by funds: $3.64B → $3.97B (+$326M)

2% more funds holding

Funds holding: 394403 (+9)

0.42% less ownership

Funds ownership: 77.65%77.23% (-0.42%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.48M

Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
5.82%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
66
Increased
145
Reduced
127
Closed
52
Calls
Puts
$1.48M
Net Calls
-$1.48M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Moulton Wealth Management
Washington
$1.53M +$1.54M +109,040 New
PAG
127
Private Advisor Group
New Jersey
$1.53M -$2.35M -166,636 -61%
PPWM
128
Perissos Private Wealth Management
Oklahoma
$1.52M -$1.05M -74,475 -41%
Citigroup
129
Citigroup
New York
$1.49M -$132K -9,357 -8%
SC
130
Scotia Capital
Ontario, Canada
$1.47M +$36.1K +2,554 +3%
JIR
131
James Investment Research
Ohio
$1.43M -$45.9K -3,248 -3%
FTUS
132
Flow Traders U.S.
New York
$1.41M +$1.41M +100,028 New
Truist Financial
133
Truist Financial
North Carolina
$1.32M -$65.7K -4,649 -5%
VWA
134
Visionary Wealth Advisors
Illinois
$1.31M +$749 +53 +0.1%
PWM
135
Palumbo Wealth Management
New York
$1.28M +$173K +12,257 +15%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$1.14M -$29.6K -2,093 -3%
US Bancorp
137
US Bancorp
Minnesota
$1.14M +$138K +9,782 +14%
IC
138
Innealta Capital
Texas
$1.12M +$14.2K +1,007 +1%
AWS
139
Atria Wealth Solutions
New York
$1.1M -$1.07M -75,413 -49%
CA
140
Continuum Advisory
Idaho
$1.1M -$9.56K -677 -0.9%
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
$1.07M -$36.2K -2,565 -3%
WANY
142
Wealthspire Advisors (New York)
New York
$1.04M +$29.7K +2,100 +3%
MMA
143
Miracle Mile Advisors
California
$1.04M -$2.21M -156,216 -68%
BCI
144
Brinker Capital Investments
Pennsylvania
$1.03M -$16.6K -1,173 -2%
OPS
145
Orion Portfolio Solutions
Nebraska
$1.03M -$16.6K -1,173 -2%
BAM
146
Belpointe Asset Management
Nevada
$1.01M +$1.01M +71,589 New
HF
147
HRT Financial
New York
$978K +$984K +69,653 New
MWM
148
Modera Wealth Management
New Jersey
$955K +$9.2K +651 +1%
SWP
149
Stratos Wealth Partners
Ohio
$926K +$750K +53,079 +415%
GWM
150
Geneos Wealth Management
Colorado
$920K -$50.9K -3,602 -5%