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Invesco DB Base Metals Fund

78 hedge funds and large institutions have $141M invested in Invesco DB Base Metals Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

18% more funds holding

Funds holding: 6678 (+12)

12% more capital invested

Capital invested by funds: $125M → $141M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

0.78% less ownership

Funds ownership: 29.51%28.73% (-0.78%)

44% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $5.24M

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
18
Reduced
18
Closed
10
Calls
$2.93M
Puts
$5.24M
Net Calls
-$2.31M
Net Calls Change
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$20.1M +$1.93M +89,700 +11%
Ameriprise
2
Ameriprise
Minnesota
$10.9M -$6.63M -308,508 -40%
Morgan Stanley
3
Morgan Stanley
New York
$8.89M -$652K -30,350 -7%
NA
4
NewEdge Advisors
Louisiana
$7.38M +$7.13M +331,547 New
EWP
5
Engrave Wealth Partners
Texas
$7.2M +$447K +20,796 +7%
Bank of America
6
Bank of America
North Carolina
$6.7M -$1.71M -79,493 -21%
Wells Fargo
7
Wells Fargo
California
$6.46M -$351K -16,315 -5%
CIM
8
Cambria Investment Management
California
$5.9M
EF
9
Empowered Funds
Pennsylvania
$5.29M +$2.72M +126,725 +114%
OFW
10
Omnia Family Wealth
Florida
$4.67M +$52.1K +2,425 +1%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.27M +$12.9K +601 +0.3%
PWAC
12
Private Wealth Advisors (California)
California
$4.21M -$916K -42,627 -18%
LPL Financial
13
LPL Financial
California
$3.72M +$786K +36,557 +28%
NCA
14
New Century Advisors
Maryland
$3.32M +$3.23M +150,050 New
G
15
GenTrust
Florida
$3.03M +$275K +12,779 +11%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$2.52M +$632K +29,400 +35%
CWM
17
Concentrum Wealth Management
California
$2.47M +$2.38M +110,889 New
PMAM
18
Picton Mahoney Asset Management
Ontario, Canada
$2.33M -$2.61M -121,520 -54%
LSAG
19
Lake Street Advisors Group
New Hampshire
$2.05M
Jane Street
20
Jane Street
New York
$2.04M +$1.97M +91,809 New
RJA
21
Raymond James & Associates
Florida
$1.99M +$491K +22,836 +34%
MTC
22
Matrix Trust Company
Colorado
$1.98M -$836K -38,876 -30%
PP
23
Prudential plc
United Kingdom
$1.97M -$233K -10,830 -11%
ASN
24
Advisory Services Network
Georgia
$1.97M +$1.9M +88,479 New
OMC
25
Old Mission Capital
Illinois
$1.62M +$1.05M +48,630 +202%

DBB Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q4 2021, worth a combined $141M — up 12% from $125M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DBB positions and 10 closed out — a net gain of 14 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $7.13M. The largest seller was Ameriprise, cutting an estimated $6.63M.

  • 78 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $141M of Invesco DB Base Metals Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 24 funds opened new Invesco DB Base Metals Fund positions in Q4 2021 and 10 closed out, a net change of +14 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q4 2021 was NewEdge Advisors, an estimated $7.13M added.
  • The largest Invesco DB Base Metals Fund seller in Q4 2021 was Ameriprise, an estimated $6.63M sold.

Based on aggregated 13F filings for Q4 2021.