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Invesco DB Base Metals Fund

66 hedge funds and large institutions have $125M invested in Invesco DB Base Metals Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more call options, than puts

Call options by funds: $9.76M | Put options by funds: $5.22M

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 6466 (+2)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

4.35% less ownership

Funds ownership: 33.85%29.51% (-4.3%)

5% less capital invested

Capital invested by funds: $132M → $125M (-$6.64M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
20
Reduced
19
Closed
9
Calls
$9.76M
Puts
$5.22M
Net Calls
+$4.54M
Net Calls Change
-$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$16.9M -$5.44M -264,600 -25%
Ameriprise
2
Ameriprise
Minnesota
$16.1M +$1.3M +63,218 +9%
SCIM
3
Spring Creek Investment Management
Pennsylvania
$9.72M +$9.66M +469,720 New
Morgan Stanley
4
Morgan Stanley
New York
$8.9M -$1.34M -65,346 -13%
Bank of America
5
Bank of America
North Carolina
$7.88M +$572K +27,818 +8%
Wells Fargo
6
Wells Fargo
California
$6.34M -$2.09M -101,650 -25%
EWP
7
Engrave Wealth Partners
Texas
$6.26M -$87.9K -4,271 -1%
CIM
8
Cambria Investment Management
California
$5.49M -$103K -4,987 -2%
PWAC
9
Private Wealth Advisors (California)
California
$4.82M -$1.73M -84,069 -27%
PMAM
10
Picton Mahoney Asset Management
Ontario, Canada
$4.69M -$879K -42,740 -16%
OFW
11
Omnia Family Wealth
Florida
$4.29M -$500K -24,303 -10%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.96M +$903K +43,872 +30%
LPL Financial
13
LPL Financial
California
$2.7M +$615K +29,905 +30%
MTC
14
Matrix Trust Company
Colorado
$2.64M -$234K -11,391 -8%
G
15
GenTrust
Florida
$2.45M +$292K +14,190 +14%
EF
16
Empowered Funds
Pennsylvania
$2.3M -$168K -8,190 -7%
PP
17
Prudential plc
United Kingdom
$2.06M +$340K +16,520 +20%
LSAG
18
Lake Street Advisors Group
New Hampshire
$1.9M +$1.89M +91,913 New
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$1.74M +$638K +31,000 +58%
SC
20
Scotia Capital
Ontario, Canada
$1.51M +$112K +5,444 +8%
RJA
21
Raymond James & Associates
Florida
$1.38M -$223K -10,825 -14%
Northern Trust
22
Northern Trust
Illinois
$1M
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$914K +$411 +20 +0%
Prudential Financial
24
Prudential Financial
New Jersey
$673K -$669K -32,500 -50%
ZIM
25
Zacks Investment Management
Illinois
$645K -$48.8K -2,373 -7%

DBB Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q3 2021, worth a combined $125M — down 5% from $132M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DBB positions and 9 closed out — a net gain of 3 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Spring Creek Investment Management, opening a new position worth an estimated $9.66M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $8.39M sold.

  • 66 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $125M of Invesco DB Base Metals Fund stock for Q3 2021, down 5% quarter-over-quarter.
  • 12 funds opened new Invesco DB Base Metals Fund positions in Q3 2021 and 9 closed out, a net change of +3 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q3 2021 was Spring Creek Investment Management, an estimated $9.66M added.
  • The largest Invesco DB Base Metals Fund seller in Q3 2021 was Susquehanna International Group, an estimated $8.39M sold.

Based on aggregated 13F filings for Q3 2021.