INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 442 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q3 2022. The put-call ratio across all filers is 1.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,865,133 | -4.8% | 193,852 | +4.2% | 1.85% | -12.3% |
| Q3 2022 | $3,009,000 | +8.4% | 185,977 | +13.4% | 2.11% | +19.9% |
| Q2 2022 | $2,777,000 | +25.8% | 164,024 | +31.1% | 1.76% | +41.3% |
| Q1 2022 | $2,207,000 | -6.9% | 125,130 | +6.1% | 1.24% | -15.4% |
| Q2 2021 | $2,370,000 | +26.3% | 117,945 | +8.3% | 1.47% | +5.1% |
| Q1 2021 | $1,877,000 | – | 108,930 | – | 1.40% | – |
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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% |