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Invesco DB Base Metals Fund

52 hedge funds and large institutions have $168M invested in Invesco DB Base Metals Fund in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $115M → $168M (+$53.2M)

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

4.06% more ownership

Funds ownership: 53.97%58.03% (+4.1%)

7% less funds holding

Funds holding: 5652 (-4)

11% less call options, than puts

Call options by funds: $690K | Put options by funds: $779K

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
17
Reduced
12
Closed
13
Calls
$690K
Puts
$779K
Net Calls
-$89K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$54.1M +$6.73M +386,093 +15%
Wells Fargo
2
Wells Fargo
California
$23.7M +$16.5M +949,473 +266%
AIM
3
Astor Investment Management
Illinois
$12.2M +$11.8M +675,731 New
SG Americas Securities
4
SG Americas Securities
New York
$10.5M -$2.57M -147,522 -20%
QI
5
QS Investors
New York
$10.3M +$203K +11,645 +2%
PL
6
Polianta Ltd
Jersey
$8.79M
Citigroup
7
Citigroup
New York
$6.64M +$145K +8,308 +2%
CIM
8
Cambria Investment Management
California
$5.62M +$275K +15,789 +5%
Morgan Stanley
9
Morgan Stanley
New York
$4.99M +$1.75M +100,325 +57%
Bank of America
10
Bank of America
North Carolina
$4.88M -$10.5K -600 -0.2%
VF
11
Virtu Financial
New York
$3.98M +$3.83M +219,888 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.33M +$3.03M +174,070 +1,761%
QA
13
Quantitative Advantage
Minnesota
$3.21M -$172K -9,862 -5%
UBS Group
14
UBS Group
Switzerland
$2.95M -$572K -32,854 -17%
LPL Financial
15
LPL Financial
California
$2.62M -$151K -8,678 -6%
AWM
16
AE Wealth Management
Kansas
$1.54M +$1.48M +84,866 New
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$1.35M +$918K +52,700 +241%
G
18
GenTrust
Florida
$715K
AI
19
Atria Investments
North Carolina
$707K +$680K +39,021 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$573K +$373K +21,409 +209%
PP
21
Prudential plc
United Kingdom
$547K +$526K +30,200 New
1IA
22
1834 Investment Advisors
Wisconsin
$498K
IWA
23
IBEX Wealth Advisors
New Jersey
$472K +$32.3K +1,856 +8%
AG
24
Advisor Group
Arizona
$462K +$112K +6,416 +34%
Axa
25
Axa
France
$459K -$47.6K -2,730 -10%

DBB Hedge Fund Activity: Q3 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q3 2017, worth a combined $168M — up 46% from $115M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DBB and 10 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 17 added.

The largest buyer was Wells Fargo, adding an estimated $16.5M. The largest seller was SG Americas Securities, cutting an estimated $2.57M.

  • 52 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q3 2017, down from 56 in Q2 2017.
  • Funds reported $168M of Invesco DB Base Metals Fund stock for Q3 2017, up 46% quarter-over-quarter.
  • 10 funds opened new Invesco DB Base Metals Fund positions in Q3 2017 and 13 closed out, a net change of -3 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q3 2017 was Wells Fargo, an estimated $16.5M added.
  • The largest Invesco DB Base Metals Fund seller in Q3 2017 was SG Americas Securities, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2017.