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Invesco DB Base Metals Fund

84 hedge funds and large institutions have $103M invested in Invesco DB Base Metals Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $2.8M

1.78% less ownership

Funds ownership: 28.35%26.57% (-1.8%)

17% less funds holding

Funds holding: 10184 (-17)

37% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 30

45% less capital invested

Capital invested by funds: $189M → $103M (-$86M)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
84
Holders Change
-17
Holders Change %
-16.83%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
19
Reduced
30
Closed
27
Calls
$16.7M
Puts
$2.8M
Net Calls
+$13.9M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$13.7M -$2.32M -100,200 -12%
Wells Fargo
2
Wells Fargo
California
$10M -$3.42M -147,535 -22%
PI
3
PineBridge Investments
New York
$9.64M +$11.5M +496,286 New
Morgan Stanley
4
Morgan Stanley
New York
$9.26M -$1.2M -51,901 -10%
Jane Street
5
Jane Street
New York
$8.23M +$8.4M +361,848 +583%
Bank of America
6
Bank of America
North Carolina
$4.28M -$2.04M -87,960 -29%
Ameriprise
7
Ameriprise
Minnesota
$3.88M -$5.32M -229,274 -53%
PWAC
8
Private Wealth Advisors (California)
California
$3.87M +$44.7K +1,925 +1%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.73M +$11.6K +502 +0.3%
LPL Financial
10
LPL Financial
California
$3.31M +$124K +5,360 +3%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$2.81M -$274K -11,800 -8%
G
12
GenTrust
Florida
$2.57M +$200K +8,617 +7%
NCA
13
New Century Advisors
Maryland
$2.53M +$734K +31,650 +32%
MTC
14
Matrix Trust Company
Colorado
$2.06M +$302K +13,022 +14%
PMAM
15
Picton Mahoney Asset Management
Ontario, Canada
$1.9M -$151K -6,510 -6%
LSAG
16
Lake Street Advisors Group
New Hampshire
$1.78M
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.36M +$1.33M +57,533 +462%
FTUS
18
Flow Traders U.S.
New York
$1.08M +$775K +33,402 +150%
Osaic Holdings
19
Osaic Holdings
Arizona
$940K -$5.69M -245,374 -84%
Northern Trust
20
Northern Trust
Illinois
$940K -$968K -41,725 -46%
SLWA
21
San Luis Wealth Advisors
California
$858K +$1.03M +44,186 New
WP
22
WealthShield Partners
North Carolina
$822K -$331K -14,270 -25%
TIM
23
Thornburg Investment Management
New Mexico
$791K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$708K -$1.1M -47,294 -56%
ZIM
25
Zacks Investment Management
Illinois
$685K -$231K -9,937 -22%

DBB Hedge Fund Activity: Q2 2022 in Review

84 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q2 2022, worth a combined $103M — down 45% from $189M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of DBB and 10 opened new positions — a net loss of 17 holders — while 30 trimmed existing stakes and 19 added.

The largest buyer was PineBridge Investments, opening a new position worth an estimated $11.5M. The largest seller was Windmill Hill Asset Management, exiting entirely with an estimated $18.5M sold.

  • 84 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q2 2022, down from 101 in Q1 2022.
  • Funds reported $103M of Invesco DB Base Metals Fund stock for Q2 2022, down 45% quarter-over-quarter.
  • 10 funds opened new Invesco DB Base Metals Fund positions in Q2 2022 and 27 closed out, a net change of -17 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q2 2022 was PineBridge Investments, an estimated $11.5M added.
  • The largest Invesco DB Base Metals Fund seller in Q2 2022 was Windmill Hill Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2022.