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

362 hedge funds and large institutions have $3.82B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 135 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.79B → $3.82B (+$30.4M)

1.14% less ownership

Funds ownership: 86.42%85.28% (-1.1%)

6% less funds holding

Funds holding: 384362 (-22)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 135

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
362
Holders Change
-22
Holders Change %
-5.73%
% of All Funds
4.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
38
Increased
121
Reduced
135
Closed
52
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
151
Curran Financial Partners
South Carolina
$721K -$11.3K -855 -2%
AssetMark Inc
152
AssetMark Inc
California
$709K -$115K -8,691 -14%
FIG
153
FSA Investment Group
Florida
$690K +$683K +51,479 New
IWP
154
Innova Wealth Partners
Pennsylvania
$688K +$679K +51,217 New
HF
155
HRT Financial
New York
$678K +$670K +50,491 New
CF
156
Centaurus Financial
California
$672K +$354K +26,678 +114%
SA
157
Sanctuary Advisors
Indiana
$652K -$868K -65,424 -57%
RIA
158
Regal Investment Advisors
Michigan
$635K +$175K +13,195 +39%
LFASL
159
Lugano Financial Advisors SA (LFA)
Switzerland
$612K -$816K -61,531 -57%
SW
160
Simplicity Wealth
New Jersey
$591K -$339K -25,576 -37%
FA
161
Faithward Advisors
Pennsylvania
$585K -$7.41M -558,924 -93%
IA
162
Insight Advisors
Pennsylvania
$585K +$30.2K +2,274 +6%
ULWM
163
Upper Left Wealth Management
Florida
$572K -$4.8K -362 -0.8%
IWA
164
Integrity Wealth Advisors
California
$561K -$4.71K -355 -0.8%
AFWM
165
Abich Financial Wealth Management
Virginia
$560K +$554K +41,734 New
GVCM
166
Global View Capital Management
Wisconsin
$546K -$64.8K -4,885 -11%
NW
167
NewEdge Wealth
Pennsylvania
$543K +$175K +13,216 +49%
SW
168
SlateStone Wealth
Florida
$537K +$199K +15,000 +60%
SWM
169
SeaCrest Wealth Management
New York
$535K -$121K -9,137 -19%
EFG
170
Ethos Financial Group
Pennsylvania
$493K -$1.29K -97 -0.3%
RA
171
RFG Advisory
Alabama
$473K +$39.3K +2,966 +9%
Deutsche Bank
172
Deutsche Bank
Germany
$471K
Invesco
173
Invesco
Georgia
$471K +$5.69K +429 +1%
PWA
174
Principia Wealth Advisory
Texas
$463K +$64.5K +4,865 +16%
CIS
175
Continental Investors Services
Washington
$451K +$3.42K +258 +0.8%

PDBC Hedge Fund Activity: Q3 2025 in Review

362 of the 7,620 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 Q3 2025, worth a combined $3.82B — up 0.8% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of PDBC and 38 opened new positions — a net loss of 14 holders — while 135 trimmed existing stakes and 121 added.

The largest buyer was State Street, adding an estimated $50.6M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 362 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q3 2025, down from 384 in Q2 2025.
  • Funds reported $3.82B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q3 2025, up 0.8% quarter-over-quarter.
  • 38 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q3 2025 and 52 closed out, a net change of -14 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q3 2025 was State Street, an estimated $50.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q3 2025 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2025.