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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
IA
126
IFG Advisory
Georgia
$1.37M +$1.35M +100,696 New
Citigroup
127
Citigroup
New York
$1.36M +$16K +1,193 +1%
IC
128
Innealta Capital
Texas
$1.31M -$90.8K -6,754 -7%
PWM
129
Palumbo Wealth Management
New York
$1.28M
FFA
130
Farther Finance Advisors
California
$1.28M +$975K +72,469 +342%
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$1.27M +$139K +10,340 +12%
G
132
GenTrust
Florida
$1.26M -$6.63K -493 -0.5%
RA
133
RFG Advisory
Alabama
$1.26M +$405K +30,091 +48%
JIR
134
James Investment Research
Ohio
$1.26M -$34.3K -2,547 -3%
SGCA
135
Steel Grove Capital Advisors
Tennessee
$1.26M -$482K -35,812 -28%
CA
136
Continuum Advisory
Idaho
$1.17M -$7.75K -576 -0.7%
GWM
137
Geneos Wealth Management
Colorado
$1.16M +$380K +28,261 +50%
FWA
138
FSC Wealth Advisors
New York
$1.14M +$680K +50,582 +151%
VAM
139
Verity Asset Management
North Carolina
$1.13M +$296 +22 +0%
OWP
140
ORG Wealth Partners
Texas
$1.09M +$1.07M +79,908 New
NW
141
NewEdge Wealth
Pennsylvania
$1.07M
AAS
142
Avantax Advisory Services
Texas
$1.05M +$136K +10,094 +15%
AWS
143
Atria Wealth Solutions
New York
$1.05M +$24.6K +1,830 +2%
FHA
144
Flagship Harbor Advisors
Massachusetts
$1.04M +$134 +10 +0%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$1.03M -$768K -57,077 -43%
US Bancorp
146
US Bancorp
Minnesota
$1M -$167K -12,443 -14%
WANY
147
Wealthspire Advisors (New York)
New York
$983K +$156K +11,592 +19%
RBC
148
Roble Belko & Company
Pennsylvania
$981K +$28.2K +2,098 +3%
IA
149
IFP Advisors
Florida
$977K +$827K +61,525 +607%
MWM
150
Maridea Wealth Management
New York
$947K +$934K +69,445 New

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.