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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
US Bancorp
151
US Bancorp
Minnesota
$781K -$177K -13,727 -19%
DWM
152
Defined Wealth Management
Oregon
$746K +$34K +2,636 +5%
WCFA
153
Walkner Condon Financial Advisors
Wisconsin
$737K -$244K -18,905 -25%
NL
154
NWAM LLC
Washington
$724K +$699K +54,153 New
RBC
155
Roble Belko & Company
Pennsylvania
$719K -$218K -16,874 -23%
CFP
156
Curran Financial Partners
South Carolina
$711K +$129K +9,980 +22%
JCM
157
J2 Capital Management
Michigan
$689K -$958K -74,287 -58%
AWS
158
Atria Wealth Solutions
New York
$674K -$339K -26,245 -34%
FL
159
FreeGulliver LLC
Louisiana
$668K +$10.1K +786 +2%
AIM
160
Advyzon Investment Management
Illinois
$664K +$657K +50,926 New
LAM
161
L2 Asset Management
Massachusetts
$654K +$647K +50,166 New
AAS
162
Avantax Advisory Services
Texas
$636K -$367K -28,469 -37%
SWM
163
SeaCrest Wealth Management
New York
$634K +$3.77K +292 +0.6%
TCOO
164
Trust Company of Oklahoma
Oklahoma
$612K +$605K +46,915 New
KWA
165
Kingswood Wealth Advisors
California
$599K -$78.9K -6,114 -12%
GCA
166
Greenwood Capital Associates
South Carolina
$598K +$61.1K +4,737 +12%
FWA
167
FSC Wealth Advisors
New York
$598K -$492K -38,138 -45%
GVCM
168
Global View Capital Management
Wisconsin
$593K -$3.24K -251 -0.5%
EPW
169
Endeavor Private Wealth
Kansas
$579K -$99.9K -7,741 -15%
BFG
170
Bleakley Financial Group
New Jersey
$561K +$555K +43,002 New
ULWM
171
Upper Left Wealth Management
Florida
$560K -$264K -20,476 -32%
IWA
172
Integrity Wealth Advisors
California
$552K -$47.4K -3,675 -8%
GWM
173
Geneos Wealth Management
Colorado
$550K -$552K -42,780 -50%
PI
174
PFG Investments
New York
$544K +$93.8K +7,273 +21%
IA
175
Insight Advisors
Pennsylvania
$538K -$27.2K -2,108 -5%

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.