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

311 hedge funds and large institutions have $4.45B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2021 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,797% more call options, than puts

Call options by funds: $174M | Put options by funds: $1.09M

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

31% more capital invested

Capital invested by funds: $3.39B → $4.45B (+$1.06B)

17% more funds holding

Funds holding: 265311 (+46)

10.47% less ownership

Funds ownership: 80.74%70.26% (-10%)

Holders
311
Holders Change
+46
Holders Change %
+17.36%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
84
Increased
115
Reduced
86
Closed
35
Calls
$174M
Puts
$1.09M
Net Calls
+$173M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.07B -$55.8M -2,936,131 -5%
Morgan Stanley
2
Morgan Stanley
New York
$468M +$65.1M +3,421,051 +17%
State Street
3
State Street
Massachusetts
$292M -$3.76M -197,771 -1%
Charles Schwab
4
Charles Schwab
California
$282M +$18.4M +966,733 +7%
PCA
5
Personal Capital Advisors
California
$261M -$15M -787,155 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$211M +$34.4M +1,806,978 +21%
3AM
7
3EDGE Asset Management
Florida
$115M +$15M +786,516 +16%
Bank of America
8
Bank of America
North Carolina
$111M +$40.3M +2,117,760 +62%
WA
9
WestEnd Advisors
North Carolina
$96.2M -$97.1K -5,105 Closed
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$91.1M -$5.78M -303,739 -6%
B
11
Bailard
California
$79.2M +$74.6M +3,923,155 +23,394%
UBS Group
12
UBS Group
Switzerland
$73.4M +$48.7M +2,560,325 +234%
LPL Financial
13
LPL Financial
California
$68.7M +$44.2M +2,325,970 +213%
GAG
14
GM Advisory Group
New York
$58.9M -$10M -526,412 -15%
M&T Bank
15
M&T Bank
New York
$43.8M -$39.9M -2,099,272 -49%
LBD
16
Landsberg Bennett & Dubbaneh
Florida
$41.2M +$52.9K +2,782 +0.1%
MAM
17
Madison Asset Management
Wisconsin
$38.8M -$15.2M -799,588 -29%
Stifel Financial
18
Stifel Financial
Missouri
$36.9M -$2.89M -152,226 -8%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M +$8.47M +445,388 +33%
PAS
20
Park Avenue Securities
New York
$35.9M +$122K +6,410 +0.4%
AIP
21
Almanack Investment Partners
Pennsylvania
$32.5M +$20.4M +1,072,601 +197%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$27.5M +$4.36M +229,174 +20%
AssetMark Inc
23
AssetMark Inc
California
$22.4M -$2.34M -123,066 -10%
FA
24
Faithward Advisors
Pennsylvania
$22.4M +$16.5M +869,805 +356%
BCI
25
Brinker Capital Investments
Pennsylvania
$22.2M +$9.45K +497 +0%

PDBC Hedge Fund Activity: Q2 2021 in Review

311 of the 5,745 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 2021, worth a combined $4.45B — up 31% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PDBC positions and 35 closed out — a net gain of 49 holders — while 115 added to existing stakes and 86 trimmed.

The largest buyer was Bailard, adding an estimated $74.6M. The largest seller was Wells Fargo, cutting an estimated $55.8M.

  • 311 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 2021, up from 265 in Q1 2021.
  • Funds reported $4.45B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q2 2021, up 31% quarter-over-quarter.
  • 84 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q2 2021 and 35 closed out, a net change of +49 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q2 2021 was Bailard, an estimated $74.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q2 2021 was Wells Fargo, an estimated $55.8M sold.

Based on aggregated 13F filings for Q2 2021.