We are live on ! Find out more
DBC icon

Invesco DB Commodity Index Tracking Fund

239 hedge funds and large institutions have $882M invested in Invesco DB Commodity Index Tracking Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $12M | Put options by funds: $4.79M

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0.2% less ownership

Funds ownership: 46.03%45.83% (-0.2%)

0% less funds holding

Funds holding: 240239 (-1)

13% less capital invested

Capital invested by funds: $1.01B → $882M (-$127M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

37% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 95

Holders
239
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
36
Increased
60
Reduced
95
Closed
33
Calls
$12M
Puts
$4.79M
Net Calls
+$7.19M
Net Calls Change
-$2.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
176
Caitlin John
Michigan
$52K +$56.4K +2,360 New
CA
177
Clearstead Advisors
Ohio
$44.8K -$44.5K -1,862 -48%
WT
178
Whittier Trust
California
$43.3K
SIS
179
Sound Income Strategies
Florida
$41.8K +$45.3K +1,897 New
SWA
180
SOA Wealth Advisors
New York
$36.8K -$4.28K -179 -10%
C
181
Covestor
United Kingdom
$36K -$14.3K -597 -27%
Group One Trading
182
Group One Trading
Illinois
$35.7K +$38.7K +1,618 New
JWM
183
Janiczek Wealth Management
Colorado
$30.2K -$836 -35 -2%
CG
184
Cutler Group
California
$27K -$51K -2,134 -63%
LWANC
185
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.9K
CFD
186
Creative Financial Designs
Indiana
$25.3K -$287 -12 -1%
RBC
187
Roble Belko & Company
Pennsylvania
$24K
HGERS
188
Householder Group Estate & Retirement Specialist
Arizona
$24K +$1.24K +52 +5%
LFG
189
Larson Financial Group
Missouri
$23.4K +$287 +12 +1%
TFGT
190
TS Financial Group (TSFG)
Illinois
$22K
UIA
191
Ulland Investment Advisors
Minnesota
$22K
WIA
192
Wetzel Investment Advisors
Indiana
$22K +$23.8K +997 New
KFI
193
Key Financial Inc
Pennsylvania
$21.1K +$956 +40 +4%
S
194
SignatureFD
Georgia
$16.6K -$18.1K -759 -50%
LA
195
LM Advisors
California
$16.4K +$17.8K +743 New
RWPA
196
Richard W. Paul & Associates
Michigan
$16.2K
MFA
197
McClarren Financial Advisors
Pennsylvania
$16K +$788 +33 +5%
AF
198
Allworth Financial
California
$15K +$573 +24 +4%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$13.4K +$2.39K +100 +20%
NSIM
200
North Star Investment Management
Illinois
$13.2K

DBC Hedge Fund Activity: Q4 2023 in Review

239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q4 2023, worth a combined $882M — down 13% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DBC positions and 33 closed out — a net gain of 3 holders — while 60 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80.4M. The largest seller was iA Global Asset Management, exiting entirely with an estimated $25.2M sold.

  • 239 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q4 2023, down from 240 in Q3 2023.
  • Funds reported $882M of Invesco DB Commodity Index Tracking Fund stock for Q4 2023, down 13% quarter-over-quarter.
  • 36 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q4 2023 and 33 closed out, a net change of +3 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q4 2023 was Morgan Stanley, an estimated $80.4M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q4 2023 was iA Global Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2023.