PDBC β€” INVESCO ACTIVLY MANGD ETC FD

Ownership history in SevenOneSeven Capital Management  Β·  11 quarters on record

AI Ownership Summary

SevenOneSeven Capital Management reported INVESCO ACTIVLY MANGD ETC FD (PDBC) in 11 quarterly 13F filings from 2023 Q4 through 2023 Q4. Peak portfolio weight reached 9.62% in 2023 Q4. The latest visible filing shows PDBC at 9.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SevenOneSeven Capital Management's position in INVESCO ACTIVLY MANGD ETC FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2023 Q4

PDBC was reported at 9.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.62% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2023 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SevenOneSeven Capital Management held PDBC β€” position size vs. price
% of Fund (quarterly)    PDBC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2023 Q4 REDUCED 15,782 -133,345 -89.4% 9.62% $209K 2024-02-14 (Est.) $12.17
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SevenOneSeven Capital Management and PDBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has SevenOneSeven Capital Management reported owning PDBC?

SevenOneSeven Capital Management reported PDBC across 1 quarterly 13F filings, from 2023 Q4 through 2023 Q4.

What was the largest reported PDBC position in SevenOneSeven Capital Management's portfolio?

The largest reported portfolio weight for PDBC was 9.62% in 2023 Q4.

What is the latest reported PDBC position on this page?

The most recent filing on this page is 2023 Q4, when SevenOneSeven Capital Management reported 15,782 shares, equal to 9.62% of portfolio, with an estimated market value of $209K.

What does the chart on this PDBC ownership page compare?

The chart compares SevenOneSeven Capital Management's quarterly PDBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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