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

395 hedge funds and large institutions have $4.12B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

113,000% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $1K

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.45% more ownership

Funds ownership: 84.08%84.53% (+0.45%)

4% less funds holding

Funds holding: 413395 (-18)

8% less capital invested

Capital invested by funds: $4.49B → $4.12B (-$376M)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

Holders
395
Holders Change
-18
Holders Change %
-4.36%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
62
Increased
142
Reduced
125
Closed
72
Calls
$1.13M
Puts
$1K
Net Calls
+$1.13M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
201
Key Client Fiduciary Advisors
New Jersey
$359K +$23.6K +1,757 +7%
SW
202
SlateStone Wealth
Florida
$341K +$39.5K +2,934 +13%
BAAM
203
Baker Avenue Asset Management
California
$326K +$5.67K +422 +2%
ASN
204
Advisory Services Network
Georgia
$322K +$8.1K +602 +3%
Deutsche Bank
205
Deutsche Bank
Germany
$321K -$238K -17,680 -43%
WWM
206
Western Wealth Management
Colorado
$320K +$3.42K +254 +1%
JE
207
JMAC Enterprises
Pennsylvania
$315K -$20.6K -1,535 -6%
Barclays
208
Barclays
United Kingdom
$313K
DCM
209
DGS Capital Management
New Jersey
$308K -$52.9K -3,935 -15%
DWT
210
Dorsey & Whitney Trust
South Dakota
$306K
WWM
211
Wolff Wiese Magana
California
$305K +$299K +22,252 +22,706%
NFP
212
Narus Financial Partners
Utah
$303K +$17.3K +1,289 +6%
PP
213
Prudential plc
United Kingdom
$297K +$17.5K +1,300 +6%
CIM
214
Cambria Investment Management
California
$292K -$7.46M -554,697 -96%
WSWA
215
Warren Street Wealth Advisors
California
$286K -$1.25K -93 -0.4%
FTS
216
Fifth Third Securities
Ohio
$273K -$81.7K -6,078 -23%
HI
217
Harbour Investments
Wisconsin
$264K -$35.2K -2,619 -12%
BEI
218
Benjamin Edwards Inc
Missouri
$262K -$265K -19,724 -51%
ACM
219
Alpha Capital Management
Texas
$259K -$300K -22,336 -54%
ACM
220
Avos Capital Management
Washington
$252K +$249K +18,507 New
SW
221
Simplicity Wealth
New Jersey
$250K +$246K +18,323 New
AssetMark Inc
222
AssetMark Inc
California
$247K -$2.5M -185,867 -91%
KP
223
Keel Point
Alabama
$245K
AFG
224
Atomi Financial Group
New York
$242K -$139K -10,342 -37%
CAM
225
Cresset Asset Management
Illinois
$242K -$12.7K -943 -5%

PDBC Hedge Fund Activity: Q1 2025 in Review

395 of the 7,459 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 Q1 2025, worth a combined $4.12B — down 8.4% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PDBC and 62 opened new positions — a net loss of 10 holders — while 125 trimmed existing stakes and 142 added.

The largest buyer was LPL Financial, adding an estimated $289M. The largest seller was Jane Street, cutting an estimated $19.6M.

  • 395 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q1 2025, down from 413 in Q4 2024.
  • Funds reported $4.12B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q1 2025, down 8.4% quarter-over-quarter.
  • 62 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q1 2025 and 72 closed out, a net change of -10 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q1 2025 was LPL Financial, an estimated $289M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q1 2025 was Jane Street, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.