PDBC icon

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

383 hedge funds and large institutions have $3.85B invested in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 154 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $3.82B → $3.85B (+$28M)

0.19% less ownership

Funds ownership: 85.28%85.09% (-0.19%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.31B
Empower Advisory Group
2
Empower Advisory Group
Colorado
$436M
LPL Financial
3
LPL Financial
California
$401M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$265M
Morgan Stanley
5
Morgan Stanley
New York
$253M
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M
SWM
7
SigFig Wealth Management
California
$101M
State Street
8
State Street
Massachusetts
$82.7M
Bank of America
9
Bank of America
North Carolina
$62.5M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$54.2M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$41.7M
BFP
12
Briaud Financial Planning
Texas
$36.7M
GAG
13
GM Advisory Group
New York
$31.1M
HighTower Advisors
14
HighTower Advisors
Illinois
$30.8M
SCM
15
SCS Capital Management
Massachusetts
$28M
PAS
16
Park Avenue Securities
New York
$24.9M
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$20.7M
MWM
18
Marion Wealth Management
Pennsylvania
$16.1M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$15.8M
Goldman Sachs
20
Goldman Sachs
New York
$14.3M
EWA
21
Exencial Wealth Advisors
Oklahoma
$13.7M
NYLIM
22
New York Life Investment Management
New York
$12.9M
JFGLC
23
Johnson Financial Group LLC (Colorado)
Colorado
$12.8M
BCMIO
24
Beacon Capital Management Inc (Ohio)
Ohio
$12.7M
MCM
25
MAI Capital Management
Ohio
$11.6M