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Invesco DB Base Metals Fund

56 hedge funds and large institutions have $115M invested in Invesco DB Base Metals Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $23K | Put options by funds: $16K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.83% less ownership

Funds ownership: 61.81%53.97% (-7.8%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

15% less funds holding

Funds holding: 6656 (-10)

35% less capital invested

Capital invested by funds: $176M → $115M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
20
Closed
17
Calls
$23K
Puts
$16K
Net Calls
+$7K
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$42.6M -$9.1M -575,586 -18%
SG Americas Securities
2
SG Americas Securities
New York
$11.9M +$3.06M +193,671 +36%
QI
3
QS Investors
New York
$9.16M +$1.79M +113,180 +25%
PL
4
Polianta Ltd
Jersey
$7.95M +$7.67M +485,400 New
Citigroup
5
Citigroup
New York
$5.87M -$2.89M -182,868 -34%
Wells Fargo
6
Wells Fargo
California
$5.85M -$32.9M -2,078,856 -85%
CIM
7
Cambria Investment Management
California
$4.83M -$104K -6,569 -2%
Bank of America
8
Bank of America
North Carolina
$4.42M +$4.24M +268,225 +16,061%
UBS Group
9
UBS Group
Switzerland
$3.21M -$1.34M -85,105 -30%
QA
10
Quantitative Advantage
Minnesota
$3.07M -$177K -11,224 -6%
Morgan Stanley
11
Morgan Stanley
New York
$2.87M -$3.24M -205,195 -54%
LPL Financial
12
LPL Financial
California
$2.51M +$596K +37,709 +33%
FTUS
13
Flow Traders U.S.
New York
$2.13M +$709K +44,850 +53%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.56M +$358K +22,634 +31%
Citadel Advisors
15
Citadel Advisors
Florida
$659K +$305K +19,329 +93%
G
16
GenTrust
Florida
$647K +$316K +20,000 +103%
VKH
17
Virtu KCG Holdings
New York
$493K +$250K +15,852 +111%
SI
18
Stephens Inc
Arkansas
$461K -$146K -9,240 -25%
Axa
19
Axa
France
$460K -$270K -17,060 -38%
1IA
20
1834 Investment Advisors
Wisconsin
$450K
IWA
21
IBEX Wealth Advisors
New Jersey
$380K +$371K +23,492 New
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$358K -$2.08M -131,593 -86%
FIB
23
First Interstate Bank
Montana
$328K
AG
24
Advisor Group
Arizona
$313K +$37.2K +2,357 +14%
PAG
25
Private Advisor Group
New Jersey
$289K -$42.2K -2,670 -13%

DBB Hedge Fund Activity: Q2 2017 in Review

56 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q2 2017, worth a combined $115M — down 35% from $176M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DBB and 7 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 18 added.

The largest buyer was Polianta Ltd, opening a new position worth an estimated $7.67M. The largest seller was Wells Fargo, cutting an estimated $32.9M.

  • 56 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q2 2017, down from 66 in Q1 2017.
  • Funds reported $115M of Invesco DB Base Metals Fund stock for Q2 2017, down 35% quarter-over-quarter.
  • 7 funds opened new Invesco DB Base Metals Fund positions in Q2 2017 and 17 closed out, a net change of -10 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q2 2017 was Polianta Ltd, an estimated $7.67M added.
  • The largest Invesco DB Base Metals Fund seller in Q2 2017 was Wells Fargo, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2017.