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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
GC
151
Guidance Capital
Kentucky
$914K +$71.7K +5,330 +8%
IWP
152
Innova Wealth Partners
Pennsylvania
$894K -$1.26M -93,639 -59%
MWM
153
Modera Wealth Management
New Jersey
$888K
William Blair & Company
154
William Blair & Company
Illinois
$884K
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$881K +$870K +64,664 New
Truist Financial
156
Truist Financial
North Carolina
$880K -$339K -25,240 -28%
NFG
157
Nations Financial Group
Iowa
$878K +$93.8K +6,978 +12%
ULWM
158
Upper Left Wealth Management
Florida
$864K -$26.6K -1,976 -3%
KCIC
159
Kuhn & Co Investment Counsel
Illinois
$856K +$122K +9,083 +17%
NA
160
NewEdge Advisors
Louisiana
$813K +$493K +36,647 +159%
AI
161
Atria Investments
North Carolina
$799K -$975K -72,523 -55%
HH
162
Hilltop Holdings
Texas
$786K -$2.12M -157,395 -73%
SCM
163
Saxony Capital Management
Missouri
$783K -$38.5K -2,864 -5%
DWM
164
Defined Wealth Management
Oregon
$744K +$41.1K +3,055 +6%
EPW
165
Endeavor Private Wealth
Kansas
$711K +$702K +52,167 +1,304,175%
KWA
166
Kingswood Wealth Advisors
California
$709K +$252K +18,743 +56%
FL
167
FreeGulliver LLC
Louisiana
$688K +$26.1K +1,941 +4%
SWM
168
SeaCrest Wealth Management
New York
$658K +$649K +48,292 New
TC
169
TownSquare Capital
Utah
$652K +$31.1K +2,309 +5%
CCM
170
Canal Capital Management
Virginia
$631K -$628K -46,676 -50%
IWA
171
Integrity Wealth Advisors
California
$627K +$14K +1,039 +2%
GVCM
172
Global View Capital Management
Wisconsin
$624K -$69.3K -5,150 -10%
CFP
173
Curran Financial Partners
South Carolina
$607K +$146K +10,852 +32%
IA
174
Insight Advisors
Pennsylvania
$591K +$15.3K +1,140 +3%
VCM
175
Virtue Capital Management
Tennessee
$589K +$390K +29,028 +206%

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.