INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 152 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $159,278 | +102001.3% | 11,201 | +6.0% | 0.05% | -2.0% |
| Q4 2022 | $156 | -99.9% | 10,564 | -4.8% | 0.05% | -5.7% |
| Q1 2022 | $196,000 | +37.1% | 11,095 | +8.8% | 0.05% | +47.2% |
| Q4 2021 | $143,000 | -35.0% | 10,195 | -23.3% | 0.04% | -47.8% |
| Q4 2019 | $220,000 | -64.7% | 13,298 | -66.7% | 0.07% | -66.5% |
| Q3 2019 | $624,000 | -77.2% | 39,919 | -76.1% | 0.21% | -76.6% |
| Q2 2019 | $2,733,000 | +1.0% | 166,939 | +2.4% | 0.88% | -1.3% |
| Q1 2019 | $2,707,000 | +15.8% | 162,952 | +5.1% | 0.89% | +7.9% |
| Q4 2018 | $2,337,000 | -28.6% | 155,079 | -11.1% | 0.83% | -20.7% |
| Q3 2018 | $3,275,000 | +0.8% | 174,454 | -0.9% | 1.04% | -4.1% |
| Q2 2018 | $3,249,000 | – | 175,986 | – | 1.09% | – |
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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% |