INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 468 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q4 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,364,817 | -0.0% | 291,961 | -9.0% | 4.69% | +11.8% |
| Q2 2023 | $4,365,005 | -20.6% | 320,838 | -17.0% | 4.19% | -20.7% |
| Q1 2023 | $5,494,580 | -35.4% | 386,398 | -32.8% | 5.28% | -37.5% |
| Q4 2022 | $8,504,707 | -16.3% | 575,420 | -8.4% | 8.45% | -35.4% |
| Q3 2022 | $10,166,000 | +85.7% | 628,309 | +107.1% | 13.07% | +59.0% |
| Q2 2022 | $5,473,000 | – | 303,395 | – | 8.22% | – |
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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% |