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

384 hedge funds and large institutions have $3.79B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.89% more ownership

Funds ownership: 84.53%86.42% (+1.9%)

3% less funds holding

Funds holding: 395384 (-11)

8% less capital invested

Capital invested by funds: $4.12B → $3.79B (-$328M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 147

14% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 59

Holders
384
Holders Change
-11
Holders Change %
-2.78%
% of All Funds
5.06%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
51
Increased
131
Reduced
147
Closed
59
Calls
$703K
Puts
Net Calls
+$703K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
126
Lugano Financial Advisors SA (LFA)
Switzerland
$1.4M -$28.2K -2,189 -2%
IA
127
IFG Advisory
Georgia
$1.38M +$66.9K +5,184 +5%
TPBG
128
Turning Point Benefit Group
Maryland
$1.34M -$318K -24,675 -19%
PWM
129
Palumbo Wealth Management
New York
$1.23M
IA
130
IFP Advisors
Florida
$1.23M +$289K +22,407 +31%
AI
131
Atria Investments
North Carolina
$1.23M +$456K +35,383 +60%
OWP
132
ORG Wealth Partners
Texas
$1.2M +$146K +11,307 +14%
JIR
133
James Investment Research
Ohio
$1.19M -$18.3K -1,415 -2%
FFA
134
Farther Finance Advisors
California
$1.17M -$49.8K -3,861 -4%
Citigroup
135
Citigroup
New York
$1.13M -$168K -13,013 -13%
CA
136
Continuum Advisory
Idaho
$1.12M +$2.99K +232 +0.3%
VAM
137
Verity Asset Management
North Carolina
$1.09M +$8.04K +623 +0.7%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$1.07M -$150K -11,658 -12%
AC
139
Anson Capital
Georgia
$1.06M +$1.05M +81,628 New
GRP
140
Global Retirement Partners
California
$1.05M +$1.04M +80,548 New
FHA
141
Flagship Harbor Advisors
Massachusetts
$985K -$8.89K -689 -0.9%
KCIC
142
Kuhn & Co Investment Counsel
Illinois
$963K +$142K +11,019 +18%
WANY
143
Wealthspire Advisors (New York)
New York
$933K -$6.89K -534 -0.7%
SW
144
Simplicity Wealth
New Jersey
$908K +$662K +51,287 +280%
GC
145
Guidance Capital
Kentucky
$905K -$52.5K -4,067 -6%
MWM
146
Modera Wealth Management
New Jersey
$850K +$52 +4 +0%
NFG
147
Nations Financial Group
Iowa
$840K +$245 +19 +0%
William Blair & Company
148
William Blair & Company
Illinois
$827K -$18.6K -1,440 -2%
SGCA
149
Steel Grove Capital Advisors
Tennessee
$817K -$382K -29,641 -32%
AssetMark Inc
150
AssetMark Inc
California
$802K +$559K +43,354 +239%

PDBC Hedge Fund Activity: Q2 2025 in Review

384 of the 7,595 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 Q2 2025, worth a combined $3.79B — down 8% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of PDBC and 51 opened new positions — a net loss of 8 holders — while 147 trimmed existing stakes and 131 added.

The largest buyer was Fidelity Investments, adding an estimated $41.6M. The largest seller was Wells Fargo, cutting an estimated $167M.

  • 384 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q2 2025, down from 395 in Q1 2025.
  • Funds reported $3.79B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q2 2025, down 8% quarter-over-quarter.
  • 51 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q2 2025 and 59 closed out, a net change of -8 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q2 2025 was Fidelity Investments, an estimated $41.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q2 2025 was Wells Fargo, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2025.