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Invesco DB Commodity Index Tracking Fund
DBC

Overview Fund Activity

218 hedge funds and large institutions have $750M invested in Invesco DB Commodity Index Tracking Fund in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-18
Holders Change %
-7.63%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
48
Reduced
78
Closed
38
Calls
$15.2M
Puts
$1.62M
Net Calls
+$13.6M
Net Calls Change
+$6.37M

Top Buyers

1
WC
1
Wexford Capital
Florida
$6.17M
2
JWM
2
Jessup Wealth Management
Ohio
$4.69M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.35M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.63M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.47M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.99M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$211K -$15.1K -659 -7%
TSS
152
Two Sigma Securities
New York
$209K -$9.49K -413 -4%
CAM
153
Creekmur Asset Management
Illinois
$163K -$542K -23,579 -77%
FHA
154
First Horizon Advisors
Tennessee
$162K – – –
CA
155
CoreCap Advisors
Michigan
$158K +$158K +6,862 New
PA
156
Parallel Advisors
California
$140K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$109K -$1.08K -47 -1%
ADL
158
Asset Dedication LLC
California
$76K – – –
HI
159
Harbour Investments
Wisconsin
$75.4K -$7.24K -315 -9%
CWC
160
Carolinas Wealth Consulting
North Carolina
$75.1K – – –
GFL
161
Granite FO LLC
New Hampshire
$67.5K – – –
WB
162
Webster Bank
Connecticut
$59K – – –
CJ
163
Caitlin John
Michigan
$54.2K – – –
CA
164
Clearstead Advisors
Ohio
$47.7K – – –
WT
165
Whittier Trust
California
$45.1K – – –
PS
166
Principal Securities
Iowa
$41.1K -$84.9K -3,694 -67%
PO
167
Private Ocean
California
$39K +$39K +1,700 New
SWA
168
SOA Wealth Advisors
New York
$38.4K +$23 +1 +0.1%
GRP
169
Global Retirement Partners
California
$35.8K -$45.2K -1,970 -56%
C
170
Covestor
United Kingdom
$34K -$3.25K -142 -9%
SSB
171
Sandy Spring Bank
Maryland
$32.4K -$31.9K -1,390 -50%
JWM
172
Janiczek Wealth Management
Colorado
$30.4K -$1.03K -45 -3%
CFD
173
Creative Financial Designs
Indiana
$28.2K +$1.77K +77 +7%
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$26.1K +$26.1K +1,131 New
5 6
7
8 9