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 | $325,308 | +10.8% | 21,760 | +0.8% | 0.29% | +8.6% |
| Q2 2023 | $293,722 | -4.1% | 21,589 | -0.6% | 0.27% | -12.7% |
| Q1 2023 | $306,136 | +11.9% | 21,715 | +17.3% | 0.31% | +2.3% |
| Q4 2022 | $273,611 | +0.2% | 18,512 | +9.7% | 0.30% | -9.1% |
| Q3 2022 | $273,000 | -9.9% | 16,880 | +0.4% | 0.33% | -9.3% |
| Q2 2022 | $303,000 | +2.0% | 16,820 | -0.1% | 0.36% | +17.0% |
| Q1 2022 | $297,000 | – | 16,844 | – | 0.31% | – |
Download | ||||||
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% |