Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
129 hedge funds and large institutions have $1.89B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
39% more capital invested
Capital invested by funds: $1.36B → $1.89B (+$528M)
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
2% more funds holding
Funds holding: 127 → 129 (+2)
7.5% less ownership
Funds ownership: 96.79% → 89.28% (-7.5%)
21% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$453M |
| 2 |
Morgan Stanley
New York
|
+$79.2M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$34.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.65M |
| 5 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$73.9M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$43.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$20.4M |
| 4 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$11.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$11.6M |
PDBC Hedge Fund Activity: Q2 2020 in Review
129 of the 4,888 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 Q2 2020, worth a combined $1.89B — up 39% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PDBC positions and 23 closed out — a net gain of 3 holders — while 38 added to existing stakes and 48 trimmed.
The largest buyer was Wells Fargo, adding an estimated $453M. The largest seller was Fidelity Investments, cutting an estimated $73.9M.
- 129 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q2 2020, up from 127 in Q1 2020.
- Funds reported $1.89B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q2 2020, up 39% quarter-over-quarter.
- 26 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q2 2020 and 23 closed out, a net change of +3 holders.
- The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q2 2020 was Wells Fargo, an estimated $453M added.
- The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q2 2020 was Fidelity Investments, an estimated $73.9M sold.
Based on aggregated 13F filings for Q2 2020.