INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 386 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,019,758 | +12.5% | 148,457 | +17.5% | 0.23% | -14.2% |
| Q1 2023 | $1,795,992 | -6.2% | 126,300 | +18.9% | 0.27% | -48.1% |
| Q2 2022 | $1,915,000 | -16.0% | 106,180 | -17.8% | 0.52% | +42.1% |
| Q1 2022 | $2,279,000 | +140.9% | 129,169 | +187.6% | 0.36% | +107.4% |
| Q3 2021 | $946,000 | +27.3% | 44,918 | +21.4% | 0.18% | +17.4% |
| Q2 2021 | $743,000 | +27.4% | 37,000 | +9.4% | 0.15% | -9.7% |
| Q1 2021 | $583,000 | +99.7% | 33,813 | +76.9% | 0.16% | +75.5% |
| Q4 2020 | $292,000 | – | 19,109 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPR Investments Inc. | 628,309 | $10,166,000 | 13.07% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 620,943 | $10,046,000 | 9.92% |
| Private Harbour Investment Management & Counsel, LLC | 467,504 | $7,564,000 | 8.77% |
| SEARCY FINANCIAL SERVICES INC /ADV | 736,327 | $11,914,000 | 7.55% |
| LFA - Lugano Financial Advisors SA | 573,201 | $9,274,000 | 7.28% |
| Echo45 Advisors LLC | 414,527 | $6,707,000 | 6.80% |
| Upper Left Wealth Management, LLC | 269,802 | $4,444,000 | 5.78% |
| D. SCOTT NEAL, INC. | 777,311 | $12,577,000 | 5.29% |
| NinePointTwo Capital LLC | 703,079 | $11,375,000 | 4.59% |
| Clear Perspectives Financial Planning, LLC | 523,223 | $8,466,000 | 4.15% |