PDBC icon

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

Overview Fund Activity

475 hedge funds and large institutions have $5.01B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 143 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+35
Holders Change %
+7.95%
% of All Funds
7.66%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.34%
New
98
Increased
143
Reduced
182
Closed
52
Calls
$2.49M
Puts
$418K
Net Calls
+$2.07M
Net Calls Change
+$4.79M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$575M
2
Charles Schwab
Charles Schwab
California
$250M
3
Wells Fargo
Wells Fargo
California
$1.88B
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$59.8M

Top Sellers

1
State Street
State Street
Massachusetts
$57.8M
2
B
Bailard
California
$760K
3
Morgan Stanley
Morgan Stanley
New York
$292M
4
Jane Street
Jane Street
New York
$4.45M
5
IWC
Integrated Wealth Concepts
Massachusetts
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
151
MGO One Seven
Ohio
$1.92M +$982K +66,424 +104%
AI
152
Atria Investments
North Carolina
$1.91M +$28.3K +1,913 +1%
SCM
153
SevenOneSeven Capital Management
Pennsylvania
$1.91M +$596K +40,307 +45%
WB
154
WesBanco Bank
West Virginia
$1.9M +$1.9M +128,435 New
CWM
155
Congress Wealth Management
Massachusetts
$1.8M -$116K -7,854 -6%
CAM
156
Congress Asset Management
Massachusetts
$1.78M -$126K -8,492 -7%
VIA
157
Vident Investment Advisory
Georgia
$1.69M -$1.7M -115,266 -50%
WANY
158
Wealthspire Advisors (New York)
New York
$1.61M +$496K +33,557 +44%
PWM
159
Palumbo Wealth Management
New York
$1.59M +$61.3K +4,150 +4%
AFP
160
Ausdal Financial Partners
Iowa
$1.56M +$592K +40,085 +61%
NW
161
Naviter Wealth
Arkansas
$1.55M -$4.85M -321,809 -76%
AWA
162
Aletheian Wealth Advisors
Washington
$1.55M +$50.9K +3,447 +3%
JCM
163
J2 Capital Management
Michigan
$1.46M -$21.8K -1,476 -1%
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$1.46M -$253K -17,116 -15%
KAS
165
Kestra Advisory Services
Texas
$1.45M +$60.5K +4,094 +4%
KPWS
166
Kestra Private Wealth Services
Texas
$1.44M -$3.01M -203,561 -68%
NC
167
NewSquare Capital
Pennsylvania
$1.41M +$9.12K +617 +0.7%
JIC
168
Johnson Investment Counsel
Ohio
$1.41M – – –
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$1.4M +$39K +2,641 +3%
SPC
170
Sigma Planning Corp
Michigan
$1.39M +$227K +15,374 +20%
G
171
GenTrust
Florida
$1.39M +$107K +7,217 +8%
GT
172
Glenview Trust
Kentucky
$1.38M +$1.38M +93,602 New
FFN
173
Focus Financial Network
Minnesota
$1.36M +$95K +6,428 +7%
MPW
174
MGO Private Wealth
California
$1.35M +$383K +25,934 +40%
N
175
Natixis
France
$1.3M +$1.3M +88,160 New
5 6
7
8 9