INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 7 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,893 | +56.3% | 34,575 | +42.2% | 0.04% | +57.1% |
| Q2 2023 | $330,801 | +20.5% | 24,315 | +26.0% | 0.03% | +7.7% |
| Q1 2023 | $274,484 | +1.6% | 19,303 | +5.6% | 0.03% | -7.1% |
| Q4 2022 | $270,173 | -53.9% | 18,279 | -49.7% | 0.03% | -17.6% |
| Q3 2022 | $586,000 | -14.2% | 36,324 | -4.1% | 0.03% | -12.8% |
| Q2 2022 | $683,000 | +14.0% | 37,890 | +11.5% | 0.04% | +34.5% |
| Q1 2022 | $599,000 | +76.2% | 33,976 | +40.5% | 0.03% | -14.7% |
| Q4 2021 | $340,000 | – | 24,183 | – | 0.03% | – |
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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% |