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Invesco DB Base Metals Fund

39 hedge funds and large institutions have $99.6M invested in Invesco DB Base Metals Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,172% more call options, than puts

Call options by funds: $763K | Put options by funds: $60K

3.23% more ownership

Funds ownership: 50.05%53.29% (+3.2%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

2% less capital invested

Capital invested by funds: $102M → $99.6M (-$1.92M)

11% less funds holding

Funds holding: 4439 (-5)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
10
Closed
12
Calls
$763K
Puts
$60K
Net Calls
+$703K
Net Calls Change
+$770K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$32.7M +$117K +7,606 +0.3%
Invesco
2
Invesco
Georgia
$25.2M +$40.3K +2,611 +0.1%
QI
3
QS Investors
New York
$12.2M +$1.29M +83,946 +11%
Morgan Stanley
4
Morgan Stanley
New York
$6.86M +$5.3M +343,866 +259%
Jane Street
5
Jane Street
New York
$6.65M +$6.69M +433,612 +1,537%
SI
6
Stephens Inc
Arkansas
$2.83M -$26.3K -1,705 -0.9%
EA
7
Evanston Advisors
Illinois
$2.57M -$197K -12,762 -7%
Wells Fargo
8
Wells Fargo
California
$2.53M +$147K +9,517 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.49M +$564K +36,583 +27%
AIP
10
Ameritas Investment Partners
Nebraska
$1.67M -$83.3K -5,400 -4%
OMC
11
Old Mission Capital
Illinois
$1.02M +$1.1M +71,052 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$757K +$786K +50,970 +3,034%
Axa
13
Axa
France
$508K -$148K -9,570 -21%
PAG
14
Private Advisor Group
New Jersey
$249K
VF
15
Virtu Financial
New York
$246K +$264K +17,128 New
CWM
16
Concert Wealth Management
California
$241K -$5.52K -358 -2%
CS
17
Credit Suisse
Switzerland
$201K
AssetMark Inc
18
AssetMark Inc
California
$175K +$111K +7,187 +145%
UBS Group
19
UBS Group
Switzerland
$135K -$322K -20,849 -69%
BCM
20
Brookstone Capital Management
Illinois
$68K +$73.4K +4,757 New
Citadel Advisors
21
Citadel Advisors
Florida
$59K +$63.5K +4,115 New
Citigroup
22
Citigroup
New York
$55K -$16.8K -1,090 -22%
HI
23
Hudock Inc
Pennsylvania
$52K -$18.5K -1,200 -25%
AWS
24
Aris Wealth Services
Pennsylvania
$45K
NC
25
NewSquare Capital
Pennsylvania
$43K

DBB Hedge Fund Activity: Q2 2015 in Review

39 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q2 2015, worth a combined $99.6M — down 1.9% from $102M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DBB and 7 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $6.69M. The largest seller was Guardian Life Insurance, exiting entirely with an estimated $5.46M sold.

  • 39 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q2 2015, down from 44 in Q1 2015.
  • Funds reported $99.6M of Invesco DB Base Metals Fund stock for Q2 2015, down 1.9% quarter-over-quarter.
  • 7 funds opened new Invesco DB Base Metals Fund positions in Q2 2015 and 12 closed out, a net change of -5 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q2 2015 was Jane Street, an estimated $6.69M added.
  • The largest Invesco DB Base Metals Fund seller in Q2 2015 was Guardian Life Insurance, an estimated $5.46M sold.

Based on aggregated 13F filings for Q2 2015.