INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 365 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2021. The put-call ratio across all filers is 13.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,090,225 | +6.6% | 72,925 | -3.0% | 0.10% | +3.1% |
| Q2 2023 | $1,022,497 | +21.0% | 75,156 | +26.5% | 0.10% | +11.5% |
| Q1 2023 | $845,151 | -3.0% | 59,434 | +0.8% | 0.09% | -13.9% |
| Q4 2022 | $871,292 | +18.2% | 58,951 | +29.4% | 0.10% | +14.8% |
| Q3 2022 | $737,000 | -7.5% | 45,556 | +3.1% | 0.09% | -10.2% |
| Q2 2022 | $797,000 | +20.0% | 44,189 | +17.3% | 0.10% | +27.3% |
| Q1 2022 | $664,000 | +71.1% | 37,665 | +36.3% | 0.08% | +57.1% |
| Q4 2021 | $388,000 | +7660.0% | 27,624 | +12177.3% | 0.05% | +4800.0% |
| Q2 2021 | $5,000 | +66.7% | 225 | +26.4% | 0.00% | -50.0% |
| Q3 2019 | $3,000 | – | 178 | – | 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% |