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

394 hedge funds and large institutions have $3.63B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 176 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-28
Holders Change %
-6.64%
% of All Funds
6.21%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
49
Increased
97
Reduced
176
Closed
75
Calls
$2.45M
Puts
$122K
Net Calls
+$2.32M
Net Calls Change
+$1.76M

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$17M
2
Morgan Stanley
Morgan Stanley
New York
+$13.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.99M
4
AWM
AE Wealth Management
Kansas
+$9.14M
5
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
+$8.32M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$154M
2
Jane Street
Jane Street
New York
-$28.8M
3
Stifel Financial
Stifel Financial
Missouri
-$22.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.6M
5
3AM
3EDGE Asset Management
Florida
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
201
Evanson Asset Management
California
$482K – – –
KAS
202
Kestra Advisory Services
Texas
$476K -$136K -10,019 -22%
AWM
203
Axxcess Wealth Management
California
$474K -$1.2M -88,327 -72%
CF
204
Centaurus Financial
California
$474K -$80.9K -5,951 -15%
GLR
205
Great Lakes Retirement
Ohio
$473K +$473K +34,740 New
RJT
206
Raymond James Trust
Florida
$461K – – –
SC
207
Scotia Capital
Ontario, Canada
$452K +$15.4K +1,129 +4%
Betterment LLC
208
Betterment LLC
New York
$447K +$35.7K +2,622 +9%
SFPG
209
Stonebridge Financial Planning Group
Florida
$435K -$2.33M -171,216 -84%
WSWA
210
Warren Street Wealth Advisors
California
$423K +$2.54K +187 +0.6%
IA
211
Insight Advisors
Pennsylvania
$422K +$24.9K +1,833 +6%
IA
212
Inspire Advisors
Idaho
$414K +$414K +30,465 New
CP
213
Castleview Partners
Texas
$413K -$2.01M -147,667 -83%
FCP
214
Fidelis Capital Partners
Florida
$407K +$407K +29,883 New
CA
215
Cetera Advisors
Colorado
$406K -$35.3K -2,591 -8%
CWA
216
Capital Wealth Alliance
Arizona
$403K – – –
IAN
217
Integrated Advisors Network
Texas
$371K -$2.06M -151,143 -85%
Vontobel Holding
218
Vontobel Holding
Switzerland
$366K -$163 -12 -0%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$345K -$6.65K -489 -2%
1WA
220
180 Wealth Advisors
Washington
$343K -$111K -8,181 -25%
JWM
221
JFG Wealth Management
Colorado
$343K +$78.5K +5,773 +30%
CWM
222
C2C Wealth Management
Arizona
$342K +$84.4K +6,000 +33%
WWM
223
Western Wealth Management
Colorado
$331K +$68.2K +5,012 +26%
BAAM
224
Baker Avenue Asset Management
California
$328K +$9.61K +706 +3%
SWP
225
Stratos Wealth Partners
Ohio
$315K -$16.2K -1,191 -5%
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9
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