INVESCO ACTIVLY MANGD ETC FD's ticker is PDBC and the CUSIP is 46090F100. A total of 405 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $184,360 | -7.6% | 12,332 | -15.9% | 0.00% | 0.0% |
| Q2 2023 | $199,439 | +0.4% | 14,659 | +4.9% | 0.00% | 0.0% |
| Q1 2023 | $198,742 | +18.0% | 13,976 | +22.7% | 0.00% | 0.0% |
| Q4 2022 | $168,392 | -45.7% | 11,393 | -26.1% | 0.00% | -42.9% |
| Q2 2021 | $310,000 | +20.2% | 15,425 | +3.2% | 0.01% | +16.7% |
| Q1 2021 | $258,000 | +48.3% | 14,951 | +17.6% | 0.01% | +20.0% |
| Q3 2020 | $174,000 | – | 12,709 | – | 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% |