INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 423 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $27,611 | -11.0% | 2,076 | 0.0% | 0.00% | -33.3% |
| Q3 2023 | $31,036 | -1.1% | 2,076 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $31,387 | +494.9% | 2,307 | +521.8% | 0.00% | – |
| Q1 2023 | $5,276 | +3003.5% | 371 | -96.8% | 0.00% | -100.0% |
| Q4 2022 | $170 | -99.9% | 11,521 | -20.9% | 0.02% | -33.3% |
| Q3 2022 | $236,000 | -7.8% | 14,557 | +2.5% | 0.02% | -4.0% |
| Q2 2022 | $256,000 | +47.1% | 14,201 | +43.7% | 0.02% | +66.7% |
| Q1 2022 | $174,000 | +866.7% | 9,885 | +682.0% | 0.02% | +650.0% |
| Q4 2021 | $18,000 | +125.0% | 1,264 | +240.7% | 0.00% | +100.0% |
| Q3 2021 | $8,000 | +14.3% | 371 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | – | 371 | – | 0.00% | – |
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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% |