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Invesco DB Commodity Index Tracking Fund

213 hedge funds and large institutions have $875M invested in Invesco DB Commodity Index Tracking Fund in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $5.91M | Put options by funds: $3.25M

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

0% more funds holding

Funds holding: 213213 (0)

27.5% less ownership

Funds ownership: 54.65%27.14% (-28%)

35% less capital invested

Capital invested by funds: $1.36B → $875M (-$481M)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
49
Increased
62
Reduced
51
Closed
46
Calls
$5.91M
Puts
$3.25M
Net Calls
+$2.66M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$112M +$54.6M +3,103,616 +97%
Bank of America
2
Bank of America
North Carolina
$67.1M -$445M -25,287,091 -87%
Northern Trust
3
Northern Trust
Illinois
$58.1M -$618K -35,100 -1%
Wells Fargo
4
Wells Fargo
California
$57.3M -$6.36M -361,688 -10%
Morgan Stanley
5
Morgan Stanley
New York
$56.6M +$1.29M +73,410 +2%
BCI
6
Brinker Capital Investments
Pennsylvania
$46.4M +$10.7M +606,200 +30%
MFM
7
MD Financial Management
Ontario, Canada
$30.4M -$2.48M -141,116 -8%
UBS Group
8
UBS Group
Switzerland
$26.1M +$5.39M +306,551 +26%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$24.7M +$24.6M +1,398,636 New
AHSSHC
10
Adventist Health System Sunbelt Healthcare Corp
Florida
$20.2M -$554K -31,514 -3%
GAG
11
GM Advisory Group
New York
$15.3M +$6.97M +396,460 +84%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M +$2.64M +149,967 +21%
Mariner
13
Mariner
Kansas
$14.8M +$13.1M +742,423 +773%
Citigroup
14
Citigroup
New York
$11.8M -$15M -853,154 -56%
LPL Financial
15
LPL Financial
California
$11.3M +$2.3M +130,492 +26%
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$10.7M +$369K +20,970 +4%
Goldman Sachs
17
Goldman Sachs
New York
$9.81M -$7.39M -420,198 -43%
PCP
18
Proficio Capital Partners
Massachusetts
$9.59M +$2.45M +139,410 +35%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.55M +$2.12M +120,588 +29%
Man Group
20
Man Group
United Kingdom
$9.44M -$9.66M -549,127 -51%
Jane Street
21
Jane Street
New York
$9.32M +$4.24M +241,115 +84%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$9.14M -$63.4M -3,602,990 -87%
Creative Planning
23
Creative Planning
Kansas
$9.1M +$80.1K +4,551 +0.9%
AGA
24
Accuvest Global Advisors
Utah
$8.94M +$6.29M +357,414 +242%
PI
25
PineBridge Investments
New York
$8.78M +$8.73M +496,400 New

DBC Hedge Fund Activity: Q2 2018 in Review

213 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q2 2018, worth a combined $875M — down 35% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new DBC positions and 46 closed out — a net gain of 3 holders — while 62 added to existing stakes and 51 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $54.6M. The largest seller was Bank of America, cutting an estimated $445M.

  • 213 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $875M of Invesco DB Commodity Index Tracking Fund stock for Q2 2018, down 35% quarter-over-quarter.
  • 49 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q2 2018 and 46 closed out, a net change of +3 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q2 2018 was JP Morgan Chase, an estimated $54.6M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q2 2018 was Bank of America, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2018.