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Invesco DB Base Metals Fund

63 hedge funds and large institutions have $173M invested in Invesco DB Base Metals Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $691K

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

11% more funds holding

Funds holding: 5763 (+6)

0% more capital invested

Capital invested by funds: $173M → $173M (+$183K)

6.86% less ownership

Funds ownership: 56.25%49.39% (-6.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
27
Reduced
14
Closed
8
Calls
$2.18M
Puts
$691K
Net Calls
+$1.49M
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
26
Axa
France
$552K +$3.62K +190 +0.6%
EAMA
27
EFG Asset Management (Americas)
Florida
$549K +$254K +13,333 +79%
SG Americas Securities
28
SG Americas Securities
New York
$530K +$13.1K +688 +2%
1IA
29
1834 Investment Advisors
Wisconsin
$501K
RJA
30
Raymond James & Associates
Florida
$484K +$196K +10,276 +63%
IWA
31
IBEX Wealth Advisors
New Jersey
$471K -$286 -15 -0.1%
Ameriprise
32
Ameriprise
Minnesota
$470K +$188K +9,855 +62%
AG
33
Advisor Group
Arizona
$462K +$59.8K +3,143 +14%
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$461K +$482K +25,310 New
JP Morgan Chase
35
JP Morgan Chase
New York
$445K +$368K +19,337 +377%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$308K +$61.9K +3,250 +24%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$280K +$293K +15,402 New
OMC
38
Old Mission Capital
Illinois
$248K +$259K +13,618 New
US Bancorp
39
US Bancorp
Minnesota
$241K +$12.2K +641 +5%
SC
40
Scotia Capital
Ontario, Canada
$221K +$231K +12,116 New
PAG
41
Private Advisor Group
New Jersey
$218K +$228K +11,955 New
ASN
42
Advisory Services Network
Georgia
$208K +$14.6K +769 +7%
Citadel Advisors
43
Citadel Advisors
Florida
$198K +$207K +10,864 New
Barclays
44
Barclays
United Kingdom
$186K +$9.54K +501 +5%
AssetMark Inc
45
AssetMark Inc
California
$141K +$47.6K +2,498 +48%
TAT
46
TD Ameritrade Trust
Colorado
$135K
Daiwa Securities Group
47
Daiwa Securities Group
Japan
$106K +$20.9K +1,100 +23%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$73K -$6.34K -333 -8%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$56K -$135K -7,080 -70%
SWP
50
Stratos Wealth Partners
Ohio
$53K -$8.76K -460 -14%

DBB Hedge Fund Activity: Q1 2018 in Review

63 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q1 2018, worth a combined $173M — up 0.11% from $173M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DBB positions and 8 closed out — a net gain of 6 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.66M. The largest seller was Morgan Stanley, cutting an estimated $2.08M.

  • 63 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q1 2018, up from 57 in Q4 2017.
  • Funds reported $173M of Invesco DB Base Metals Fund stock for Q1 2018, up 0.11% quarter-over-quarter.
  • 14 funds opened new Invesco DB Base Metals Fund positions in Q1 2018 and 8 closed out, a net change of +6 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q1 2018 was Flow Traders U.S., an estimated $4.66M added.
  • The largest Invesco DB Base Metals Fund seller in Q1 2018 was Morgan Stanley, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2018.