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Invesco DB Base Metals Fund

64 hedge funds and large institutions have $132M invested in Invesco DB Base Metals Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,484% more call options, than puts

Call options by funds: $9.76M | Put options by funds: $616K

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

34% more capital invested

Capital invested by funds: $98.3M → $132M (+$33.6M)

19% more funds holding

Funds holding: 5464 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 34.27%33.85% (-0.41%)

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
23
Reduced
8
Closed
11
Calls
$9.76M
Puts
$616K
Net Calls
+$9.14M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$21.8M -$7.76M -385,200 -26%
Ameriprise
2
Ameriprise
Minnesota
$14.2M +$5.67M +281,523 +65%
Morgan Stanley
3
Morgan Stanley
New York
$10M +$1.9M +94,496 +24%
Wells Fargo
4
Wells Fargo
California
$8.25M +$1.19M +59,066 +17%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.25M +$5.21M +258,749 +173%
Bank of America
6
Bank of America
North Carolina
$7.13M +$6.98M +346,391 +5,511%
PWAC
7
Private Wealth Advisors (California)
California
$6.38M -$116K -5,761 -2%
EWP
8
Engrave Wealth Partners
Texas
$6.21M -$158K -7,849 -2%
CIM
9
Cambria Investment Management
California
$5.46M -$230K -11,431 -4%
PMAM
10
Picton Mahoney Asset Management
Ontario, Canada
$5.44M +$255K +12,660 +5%
OFW
11
Omnia Family Wealth
Florida
$4.69M +$346K +17,157 +8%
Jane Street
12
Jane Street
New York
$3.86M +$3.84M +190,732 New
HighTower Advisors
13
HighTower Advisors
Illinois
$2.98M +$2.97M +147,308 New
MTC
14
Matrix Trust Company
Colorado
$2.81M -$184K -9,156 -6%
EF
15
Empowered Funds
Pennsylvania
$2.41M +$2.4M +119,197 New
G
16
GenTrust
Florida
$2.1M +$40.3K +2,000 +2%
LPL Financial
17
LPL Financial
California
$2.03M +$1.18M +58,739 +141%
PP
18
Prudential plc
United Kingdom
$1.68M +$1.03M +51,100 +161%
RJA
19
Raymond James & Associates
Florida
$1.57M +$1.03M +51,177 +195%
SC
20
Scotia Capital
Ontario, Canada
$1.37M +$71.1K +3,531 +6%
Prudential Financial
21
Prudential Financial
New Jersey
$1.31M +$1.31M +65,000 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.3M +$1.24M +61,630 +2,206%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$1.07M +$1.07M +53,000 New
Northern Trust
24
Northern Trust
Illinois
$979K +$975K +48,420 New
RFWA
25
RPg Family Wealth Advisory
Massachusetts
$892K +$889K +44,139 New

DBB Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q2 2021, worth a combined $132M — up 34% from $98.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DBB positions and 11 closed out — a net gain of 10 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $6.98M. The largest seller was MD Financial Management, exiting entirely with an estimated $8.39M sold.

  • 64 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $132M of Invesco DB Base Metals Fund stock for Q2 2021, up 34% quarter-over-quarter.
  • 21 funds opened new Invesco DB Base Metals Fund positions in Q2 2021 and 11 closed out, a net change of +10 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q2 2021 was Bank of America, an estimated $6.98M added.
  • The largest Invesco DB Base Metals Fund seller in Q2 2021 was MD Financial Management, an estimated $8.39M sold.

Based on aggregated 13F filings for Q2 2021.