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

422 hedge funds and large institutions have $4.16B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 73.54%73.48% (-0.06%)

11% less funds holding

Funds holding: 474422 (-52)

13% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 174

17% less capital invested

Capital invested by funds: $5.01B → $4.16B (-$854M)

38% less funds holding in top 10

Funds holding in top 10: 2113 (-8)

47% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 96

Holders
422
Holders Change
-52
Holders Change %
-10.97%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.21%
New
51
Increased
151
Reduced
174
Closed
96
Calls
$565K
Puts
Net Calls
+$565K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.91B +$104M +7,274,017 +6%
Morgan Stanley
2
Morgan Stanley
New York
$299M +$18.4M +1,280,662 +6%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$277M +$275M +19,168,865 New
Charles Schwab
4
Charles Schwab
California
$154M -$87.4M -6,089,965 -36%
Bank of America
5
Bank of America
North Carolina
$100M -$19.1M -1,327,904 -16%
UBS Group
6
UBS Group
Switzerland
$72.7M -$4.83M -336,245 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$65.3M +$5.68M +395,564 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$64M -$6.91M -481,291 -10%
LPL Financial
9
LPL Financial
California
$62.4M -$11.6M -811,331 -16%
SWM
10
SigFig Wealth Management
California
$62.2M +$1.45M +100,688 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$49M -$8.65M -602,657 -15%
LMIM
12
Lockheed Martin Investment Management
Maryland
$41.3M +$6.04M +421,000 +17%
Jane Street
13
Jane Street
New York
$33.9M +$30M +2,086,251 +693%
Stifel Financial
14
Stifel Financial
Missouri
$30.8M +$4.33M +301,285 +16%
PAS
15
Park Avenue Securities
New York
$30.4M -$364K -25,334 -1%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$27.8M +$6.89M +479,911 +32%
AA
17
ALPS Advisors
Colorado
$24.6M +$5.47M +380,675 +28%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.5M +$906K +63,119 +4%
GAG
19
GM Advisory Group
New York
$21.8M +$2.55M +177,593 +13%
BRWA
20
B. Riley Wealth Advisors
Florida
$21.2M -$5.4M -376,328 -20%
Principal Financial Group
21
Principal Financial Group
Iowa
$19.8M +$9.76M +679,550 +96%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$19M +$19.2M +1,335,122 New
MML Investors Services
23
MML Investors Services
Massachusetts
$18M -$937K -65,251 -5%
3AM
24
3EDGE Asset Management
Florida
$17M +$2.13M +148,472 +14%
EWA
25
Exencial Wealth Advisors
Oklahoma
$16.9M +$342K +23,843 +2%

PDBC Hedge Fund Activity: Q1 2023 in Review

422 of the 6,275 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 2023, worth a combined $4.16B — down 17% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PDBC and 51 opened new positions — a net loss of 45 holders — while 174 trimmed existing stakes and 151 added.

The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Charles Schwab, cutting an estimated $87.4M.

  • 422 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 2023, down from 474 in Q4 2022.
  • Funds reported $4.16B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 51 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q1 2023 and 96 closed out, a net change of -45 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q1 2023 was Wells Fargo, an estimated $104M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q1 2023 was Charles Schwab, an estimated $87.4M sold.

Based on aggregated 13F filings for Q1 2023.