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Invesco DB Base Metals Fund

41 hedge funds and large institutions have $40.7M invested in Invesco DB Base Metals Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

26% more call options, than puts

Call options by funds: $425K | Put options by funds: $338K

23% more capital invested

Capital invested by funds: $33.1M → $40.7M (+$7.65M)

14% more funds holding

Funds holding: 3641 (+5)

1.01% less ownership

Funds ownership: 39.41%38.4% (-1%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
9
Closed
5
Calls
$425K
Puts
$338K
Net Calls
+$87K
Net Calls Change
-$84K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$19.9M +$2.48M +192,800 +15%
MFM
2
MD Financial Management
Ontario, Canada
$8.08M -$1.6M -124,453 -17%
PWAC
3
Private Wealth Advisors (California)
California
$5.4M +$5.09M +396,752 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.36M +$804K +62,597 +166%
G
5
GenTrust
Florida
$1.32M +$282K +22,000 +29%
FTUS
6
Flow Traders U.S.
New York
$939K +$886K +69,020 New
TIM
7
Thornburg Investment Management
New Mexico
$544K
Wells Fargo
8
Wells Fargo
California
$426K +$74.9K +5,834 +23%
PP
9
Prudential plc
United Kingdom
$403K -$1.22M -95,370 -76%
1IA
10
1834 Investment Advisors
Wisconsin
$374K +$353K +27,500 New
EH
11
Equitable Holdings
New York
$332K -$305K -23,776 -49%
USGIU
12
U.S. Global Investors (USGI)
Texas
$286K +$270K +21,000 New
Morgan Stanley
13
Morgan Stanley
New York
$233K +$72.7K +5,663 +49%
UBS Group
14
UBS Group
Switzerland
$191K -$41.4K -3,227 -19%
LPL Financial
15
LPL Financial
California
$190K -$22.6K -1,757 -11%
SG Americas Securities
16
SG Americas Securities
New York
$169K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$166K -$45K -3,508 -22%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$138K
MTC
19
Matrix Trust Company
Colorado
$67K +$63.3K +4,927 New
AssetMark Inc
20
AssetMark Inc
California
$55K +$12.9K +1,001 +33%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33K
Simplex Trading
22
Simplex Trading
Illinois
$25K +$4.38K +341 +22%
PAG
23
Private Advisor Group
New Jersey
$23K +$21.8K +1,700 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$18K
Barclays
25
Barclays
United Kingdom
$15K

DBB Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q2 2020, worth a combined $40.7M — up 23% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DBB positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Private Wealth Advisors (California), opening a new position worth an estimated $5.09M. The largest seller was PineBridge Investments, exiting entirely with an estimated $2.65M sold.

  • 41 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q2 2020, up from 36 in Q1 2020.
  • Funds reported $40.7M of Invesco DB Base Metals Fund stock for Q2 2020, up 23% quarter-over-quarter.
  • 10 funds opened new Invesco DB Base Metals Fund positions in Q2 2020 and 5 closed out, a net change of +5 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q2 2020 was Private Wealth Advisors (California), an estimated $5.09M added.
  • The largest Invesco DB Base Metals Fund seller in Q2 2020 was PineBridge Investments, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2020.