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

474 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, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $418K

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

8% more funds holding

Funds holding: 439474 (+35)

0.14% less ownership

Funds ownership: 73.68%73.54% (-0.14%)

7% less capital invested

Capital invested by funds: $5.4B → $5.01B (-$390M)

21% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 181

34% less funds holding in top 10

Funds holding in top 10: 3221 (-11)

Holders
474
Holders Change
+35
Holders Change %
+7.97%
% of All Funds
7.62%
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
181
Closed
52
Calls
$2.49M
Puts
$418K
Net Calls
+$2.07M
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
201
StrongBox Wealth
Missouri
$919K -$113K -6,800 -10%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$901K +$659K +39,516 +184%
UWM
203
USAdvisors Wealth Management
Minnesota
$891K -$717 -43 -0.1%
SB
204
Strategic Blueprint
Georgia
$871K +$223K +13,395 +29%
SWM
205
SFG Wealth Management
Maryland
$860K -$536K -32,132 -36%
BFM
206
Boston Financial Management
Massachusetts
$860K -$3.85K -231 -0.4%
PAG
207
Private Advisor Group
New Jersey
$859K +$31.9K +1,916 +3%
TSS
208
Two Sigma Securities
New York
$829K +$402K +24,115 +75%
ET
209
Equitable Trust
Tennessee
$826K -$8.21M -492,582 -90%
MFS
210
McNamara Financial Services
Massachusetts
$812K +$64.5K +3,867 +8%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$811K -$391K -23,439 -30%
PMG
212
ProVise Management Group
Florida
$809K -$547K -32,797 -37%
NFG
213
Nations Financial Group
Iowa
$799K +$171K +10,261 +23%
DAS
214
Dynamic Advisor Solutions
Arizona
$795K -$271K -16,233 -23%
RG
215
Retirement Group
California
$794K +$269K +16,115 +43%
SIM
216
Stratos Investment Management
Ohio
$785K -$73.5K -4,412 -8%
RCM
217
Raleigh Capital Management
North Carolina
$768K -$361K -21,660 -29%
B
218
Bailard
California
$760K -$75.5M -4,528,897 -99%
ZIM
219
Zacks Investment Management
Illinois
$757K +$63.6K +3,817 +8%
GRP
220
Global Retirement Partners
California
$749K +$33.7K +2,024 +4%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$739K -$5.48K -329 -0.7%
BCI
222
Brinker Capital Investments
Pennsylvania
$730K +$508K +30,506 +162%
UB
223
UMB Bank
Missouri
$726K
JFGLC
224
Johnson Financial Group LLC (Colorado)
Colorado
$725K -$2.66M -159,848 -77%
RA
225
RFG Advisory
Alabama
$697K +$48.4K +2,906 +6%