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

362 hedge funds and large institutions have $3.82B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 135 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.79B → $3.82B (+$30.4M)

1.14% less ownership

Funds ownership: 86.42%85.28% (-1.1%)

6% less funds holding

Funds holding: 384362 (-22)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 135

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
362
Holders Change
-22
Holders Change %
-5.73%
% of All Funds
4.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
38
Increased
121
Reduced
135
Closed
52
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.34B -$107M -8,043,970 -7%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$441M +$18M +1,353,437 +4%
LPL Financial
3
LPL Financial
California
$408M +$24.4M +1,836,759 +6%
Morgan Stanley
4
Morgan Stanley
New York
$246M -$3.1M -233,584 -1%
State Street
5
State Street
Massachusetts
$127M +$50.6M +3,817,675 +68%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -$7.64M -576,287 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$103M +$1.23M +92,372 +1%
SWM
8
SigFig Wealth Management
California
$100M +$11.2M +842,523 +13%
Bank of America
9
Bank of America
North Carolina
$73.5M -$896K -67,516 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$54M -$666K -50,194 -1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$41.2M -$2.38M -179,683 -6%
BFP
12
Briaud Financial Planning
Texas
$36.4M +$2.24M +169,001 +7%
HighTower Advisors
13
HighTower Advisors
Illinois
$30.8M +$1.15M +86,849 +4%
GAG
14
GM Advisory Group
New York
$30.3M -$346K -26,049 -1%
SCM
15
SCS Capital Management
Massachusetts
$26M -$344K -25,901 -1%
PAS
16
Park Avenue Securities
New York
$25.3M +$695K +52,428 +3%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$1.21M +91,348 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.4M +$2.95M +222,568 +21%
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$15.9M -$705K -53,136 -4%
Barclays
20
Barclays
United Kingdom
$14.4M +$11.4M +856,400 +397%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$14.4M -$425K -32,059 -3%
MWM
22
Marion Wealth Management
Pennsylvania
$14.4M +$322K +24,272 +2%
NYLIM
23
New York Life Investment Management
New York
$14.2M +$5.68M +428,345 +68%
EWA
24
Exencial Wealth Advisors
Oklahoma
$13.4M +$623K +46,935 +5%
Goldman Sachs
25
Goldman Sachs
New York
$13.3M -$1.85M -139,277 -12%

PDBC Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 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 2025, worth a combined $3.82B — up 0.8% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of PDBC and 38 opened new positions — a net loss of 14 holders — while 135 trimmed existing stakes and 121 added.

The largest buyer was State Street, adding an estimated $50.6M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 362 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 2025, down from 384 in Q2 2025.
  • Funds reported $3.82B of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock for Q3 2025, up 0.8% quarter-over-quarter.
  • 38 funds opened new Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF positions in Q3 2025 and 52 closed out, a net change of -14 holders.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF buyer in Q3 2025 was State Street, an estimated $50.6M added.
  • The largest Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF seller in Q3 2025 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2025.