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Invesco DB Base Metals Fund

44 hedge funds and large institutions have $46M invested in Invesco DB Base Metals Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 4744 (-3)

8.44% less ownership

Funds ownership: 42.97%34.53% (-8.4%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

30% less call options, than puts

Call options by funds: $103K | Put options by funds: $147K

41% less capital invested

Capital invested by funds: $77.6M → $46M (-$31.6M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
14
Closed
7
Calls
$103K
Puts
$147K
Net Calls
-$44K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$19.3M -$7.09M -444,383 -26%
GLI
2
Guardian Life Insurance
New York
$5.66M
PI
3
PineBridge Investments
New York
$4.18M -$503K -31,500 -10%
MFM
4
MD Financial Management
Ontario, Canada
$3.85M -$9.71M -608,660 -71%
PP
5
Prudential plc
United Kingdom
$2.96M +$2.06M +129,360 +211%
UBS Group
6
UBS Group
Switzerland
$1.33M +$31.8K +1,994 +2%
SC
7
Scotia Capital
Ontario, Canada
$870K -$10.4K -654 -1%
G
8
GenTrust
Florida
$846K +$337K +21,100 +63%
Jane Street
9
Jane Street
New York
$815K +$839K +52,605 New
PMAM
10
Picton Mahoney Asset Management
Ontario, Canada
$675K +$300K +18,820 +76%
Axa
11
Axa
France
$644K +$80.4K +5,040 +14%
Morgan Stanley
12
Morgan Stanley
New York
$606K -$13.1K -819 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$474K
Wells Fargo
14
Wells Fargo
California
$432K -$1.69M -105,670 -79%
1IA
15
1834 Investment Advisors
Wisconsin
$426K
LPL Financial
16
LPL Financial
California
$413K -$247K -15,481 -37%
TIM
17
Thornburg Investment Management
New Mexico
$384K +$167K +10,487 +73%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$378K -$653K -40,904 -63%
AssetMark Inc
19
AssetMark Inc
California
$347K +$67.2K +4,210 +23%
Citadel Advisors
20
Citadel Advisors
Florida
$269K +$276K +17,327 New
USGIU
21
U.S. Global Investors (USGI)
Texas
$233K -$79.8K -5,000 -25%
Ameriprise
22
Ameriprise
Minnesota
$228K -$2.78M -174,465 -92%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$220K +$16K +1,000 +8%
RJA
24
Raymond James & Associates
Florida
$184K +$23.6K +1,477 +14%
Daiwa Securities Group
25
Daiwa Securities Group
Japan
$135K +$6.38K +400 +5%

DBB Hedge Fund Activity: Q2 2019 in Review

44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q2 2019, worth a combined $46M — down 41% from $77.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DBB and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Prudential plc, adding an estimated $2.06M. The largest seller was MD Financial Management, cutting an estimated $9.71M.

  • 44 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q2 2019, down from 47 in Q1 2019.
  • Funds reported $46M of Invesco DB Base Metals Fund stock for Q2 2019, down 41% quarter-over-quarter.
  • 4 funds opened new Invesco DB Base Metals Fund positions in Q2 2019 and 7 closed out, a net change of -3 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q2 2019 was Prudential plc, an estimated $2.06M added.
  • The largest Invesco DB Base Metals Fund seller in Q2 2019 was MD Financial Management, an estimated $9.71M sold.

Based on aggregated 13F filings for Q2 2019.