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

412 hedge funds and large institutions have $4.49B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 140 increasing their positions, 149 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $56K | Put options by funds: $14K

57% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 47

25% more capital invested

Capital invested by funds: $3.58B → $4.49B (+$909M)

5% more funds holding

Funds holding: 394412 (+18)

2.36% more ownership

Funds ownership: 81.72%84.08% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

6% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 149

Holders
412
Holders Change
+18
Holders Change %
+4.57%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
140
Reduced
149
Closed
47
Calls
$56K
Puts
$14K
Net Calls
+$42K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accurate Wealth Management
Florida
$398K +$95.2K +7,060 +31%
NL
202
NVWM LLC
Pennsylvania
$397K +$32.5K +2,407 +9%
CIS
203
Continental Investors Services
Washington
$393K +$22.2K +1,645 +6%
CC
204
Commons Capital
Massachusetts
$386K +$401K +29,753 New
LCAM
205
London & Capital Asset Management
United Kingdom
$383K +$24.5K +1,820 +7%
SIM
206
Stratos Investment Management
Ohio
$380K
Betterment LLC
207
Betterment LLC
New York
$379K -$2.66K -197 -0.7%
4WM
208
49 Wealth Management
Texas
$365K -$15.8M -1,172,561 -98%
AFG
209
Atomi Financial Group
New York
$365K +$38.2K +2,829 +11%
EWM
210
Endowment Wealth Management
Wisconsin
$363K +$27.2K +2,020 +8%
PFS
211
Prospera Financial Services
Texas
$353K +$11.9K +882 +3%
DCM
212
DGS Capital Management
New Jersey
$345K +$9.97K +739 +3%
FTS
213
Fifth Third Securities
Ohio
$339K +$352K +26,125 New
JE
214
JMAC Enterprises
Pennsylvania
$320K
KCFA
215
Key Client Fiduciary Advisors
New Jersey
$319K +$16.1K +1,195 +5%
BAAM
216
Baker Avenue Asset Management
California
$305K
PI
217
PFG Investments
New York
$303K +$7.8K +578 +3%
WWM
218
Western Wealth Management
Colorado
$301K -$35.7K -2,645 -10%
ASN
219
Advisory Services Network
Georgia
$299K -$212K -15,753 -41%
Barclays
220
Barclays
United Kingdom
$299K
NA
221
NewEdge Advisors
Louisiana
$298K +$37.7K +2,795 +14%
DWT
222
Dorsey & Whitney Trust
South Dakota
$292K +$106K +7,863 +54%
GCA
223
Greenwood Capital Associates
South Carolina
$292K -$20.2K -1,497 -6%
SW
224
SlateStone Wealth
Florida
$287K +$298K +22,066 New
HI
225
Harbour Investments
Wisconsin
$286K +$25.8K +1,915 +10%

PDBC Hedge Fund Activity: Q4 2024 in Review

412 of the 7,592 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 Q4 2024, worth a combined $4.49B — up 25% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PDBC positions and 47 closed out — a net gain of 27 holders — while 140 added to existing stakes and 149 trimmed.

The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Charles Schwab, cutting an estimated $82.9M.

  • 412 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q4 2024, up from 394 in Q3 2024.
  • Funds reported $4.49B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 74 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q4 2024 and 47 closed out, a net change of +27 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q4 2024 was State Street, an estimated $49.9M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q4 2024 was Charles Schwab, an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2024.