Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
23 hedge funds and large institutions have $267M invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
44% more funds holding
Funds holding: 16 → 23 (+7)
21% more capital invested
Capital invested by funds: $220M → $267M (+$46.9M)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$39.5M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$9.65M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$5.54M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$1.85M |
| 5 |
Jane Street
New York
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$5.68M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.24M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.21M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$172K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$53K |
PDBC Hedge Fund Activity: Q1 2016 in Review
23 of the 3,767 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 2016, worth a combined $267M — up 21% from $220M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PDBC positions and 1 closed out — a net gain of 7 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Personal Capital Advisors, adding an estimated $39.5M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $5.68M sold.
- 23 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 2016, up from 16 in Q4 2015.
- Funds reported $267M of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q1 2016, up 21% quarter-over-quarter.
- 8 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q1 2016 and 1 closed out, a net change of +7 holders.
- The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q1 2016 was Personal Capital Advisors, an estimated $39.5M added.
- The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q1 2016 was Pinnacle Advisory Group, an estimated $5.68M sold.
Based on aggregated 13F filings for Q1 2016.