INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 415 filers reported holding INVESCO ACTIVLY MANGD ETC FD in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $1 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $1 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $1 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1 | -50.0% | 75 | -44.9% | 0.00% | -50.0% |
| Q1 2023 | $2 | -50.0% | 136 | -59.3% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 334 | +68.7% | 0.00% | -33.3% |
| Q3 2022 | $3,000 | -25.0% | 198 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -73.3% | 210 | -75.6% | 0.00% | -70.0% |
| Q1 2022 | $15,000 | +87.5% | 860 | +45.3% | 0.01% | -9.1% |
| Q4 2021 | $8,000 | – | 592 | – | 0.01% | – |
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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% |