We are live on ! Find out more
PDBC icon

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

394 hedge funds and large institutions have $3.58B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 155 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.49% more ownership

Funds ownership: 77.23%81.72% (+4.5%)

9% more call options, than puts

Call options by funds: $316K | Put options by funds: $289K

7% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 59

2% less funds holding

Funds holding: 403394 (-9)

10% less capital invested

Capital invested by funds: $3.97B → $3.58B (-$380M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

19% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 155

Holders
394
Holders Change
-9
Holders Change %
-2.23%
% of All Funds
5.66%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
55
Increased
126
Reduced
155
Closed
59
Calls
$316K
Puts
$289K
Net Calls
+$27K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.69B +$6.62M +491,641 +0.4%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$354M +$24.7M +1,834,864 +7%
Morgan Stanley
3
Morgan Stanley
New York
$281M -$53M -3,937,646 -16%
Bank of America
4
Bank of America
North Carolina
$85.4M +$2.05M +152,035 +2%
Charles Schwab
5
Charles Schwab
California
$83.8M +$4.91M +364,421 +6%
SWM
6
SigFig Wealth Management
California
$80.7M +$4.75M +352,818 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$58.1M -$5.15M -382,180 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$50.9M +$13.7M +1,019,984 +37%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$48.4M +$5.2M +386,000 +12%
LPL Financial
10
LPL Financial
California
$37.6M -$11M -815,747 -23%
LMIM
11
Lockheed Martin Investment Management
Maryland
$36.4M -$4.67M -347,000 -11%
GAG
12
GM Advisory Group
New York
$29.7M -$62.3K -4,623 -0.2%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$27.9M +$10.8M +798,300 +63%
SCM
14
SCS Capital Management
Massachusetts
$25.5M +$25.6M +1,901,174 New
PAS
15
Park Avenue Securities
New York
$25.3M -$56.6K -4,201 -0.2%
BFP
16
Briaud Financial Planning
Texas
$22.2M +$6.69M +496,745 +43%
UBS Group
17
UBS Group
Switzerland
$21.8M -$1.56M -116,101 -7%
MML Investors Services
18
MML Investors Services
Massachusetts
$18M -$1.07M -79,691 -6%
NYLIM
19
New York Life Investment Management
New York
$16.5M +$1.42M +105,441 +9%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.5M -$7.55M -560,724 -31%
4WM
21
49 Wealth Management
Texas
$16.1M +$3.37M +249,822 +26%
Goldman Sachs
22
Goldman Sachs
New York
$15.8M -$71M -5,270,579 -82%
Osaic Holdings
23
Osaic Holdings
Arizona
$14.4M -$15.7M -1,167,185 -52%
EA
24
Echo45 Advisors
California
$14.3M +$714K +52,999 +5%
EWA
25
Exencial Wealth Advisors
Oklahoma
$14.1M +$244K +18,091 +2%

PDBC Hedge Fund Activity: Q3 2024 in Review

394 of the 6,964 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 Q3 2024, worth a combined $3.58B — down 9.6% from $3.97B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of PDBC and 55 opened new positions — a net loss of 4 holders — while 155 trimmed existing stakes and 126 added.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $25.6M. The largest seller was Goldman Sachs, cutting an estimated $71M.

  • 394 institutional investors held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) as of Q3 2024, down from 403 in Q2 2024.
  • Funds reported $3.58B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q3 2024, down 9.6% quarter-over-quarter.
  • 55 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q3 2024 and 59 closed out, a net change of -4 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q3 2024 was SCS Capital Management, an estimated $25.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q3 2024 was Goldman Sachs, an estimated $71M sold.

Based on aggregated 13F filings for Q3 2024.