INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 429 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $190,610 | +9.9% | 13,567 | +8.5% | 0.02% | +6.7% |
| Q1 2024 | $173,403 | -18.3% | 12,502 | -21.6% | 0.02% | -28.6% |
| Q4 2023 | $212,207 | +3.8% | 15,955 | +16.7% | 0.02% | -8.7% |
| Q3 2023 | $204,485 | +27.0% | 13,677 | +15.6% | 0.02% | +27.8% |
| Q2 2023 | $161,009 | -84.3% | 11,835 | -82.9% | 0.02% | -87.3% |
| Q4 2022 | $1,024,582 | +13.7% | 69,322 | +38.8% | 0.14% | +12.7% |
| Q2 2022 | $901,000 | – | 49,929 | – | 0.13% | – |
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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% |