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Invesco DB Commodity Index Tracking Fund

181 hedge funds and large institutions have $597M invested in Invesco DB Commodity Index Tracking Fund in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

43% more call options, than puts

Call options by funds: $888K | Put options by funds: $623K

0.96% more ownership

Funds ownership: 37.38%38.34% (+0.96%)

5% less funds holding

Funds holding: 190181 (-9)

10% less capital invested

Capital invested by funds: $661M → $597M (-$64.6M)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

43% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 67

Holders
181
Holders Change
-9
Holders Change %
-4.74%
% of All Funds
3.97%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
38
Reduced
67
Closed
27
Calls
$888K
Puts
$623K
Net Calls
+$265K
Net Calls Change
-$895K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$129M -$10.7M -703,110 -8%
Wells Fargo
2
Wells Fargo
California
$54.5M -$8.97M -586,846 -14%
BCI
3
Brinker Capital Investments
Pennsylvania
$49.8M
JPC
4
Jabodon PT Co
Nevada
$48M
GLI
5
Guardian Life Insurance
New York
$39.5M +$9.01M +589,554 +29%
Morgan Stanley
6
Morgan Stanley
New York
$31.2M -$469K -30,674 -1%
NA
7
NextCapital Advisers
Illinois
$26.3M +$5.9M +385,711 +29%
Northern Trust
8
Northern Trust
Illinois
$16.6M -$22.6M -1,480,894 -57%
Mariner
9
Mariner
Kansas
$14.5M -$2.18M -142,851 -13%
FWM
10
FFT Wealth Management
Pennsylvania
$12.7M -$70.8K -4,635 -0.5%
MD
11
Money Design
Japan
$9.91M +$246K +16,065 +2%
BCM
12
Bienville Capital Management
New York
$9.71M -$19.5K -1,273 -0.2%
Creative Planning
13
Creative Planning
Kansas
$9.41M +$147K +9,608 +2%
UBS Group
14
UBS Group
Switzerland
$8.79M -$2.6M -169,891 -23%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$8.23M
Victory Capital Management
16
Victory Capital Management
Texas
$6.35M +$6.45M +422,100 New
EPA
17
Element Pointe Advisors
Florida
$5.71M -$9.09K -595 -0.2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.67M +$308K +20,153 +6%
Goldman Sachs
19
Goldman Sachs
New York
$5.62M +$3.99M +260,872 +232%
RIM
20
Rampart Investment Management
Connecticut
$5.35M -$179K -11,683 -3%
LPL Financial
21
LPL Financial
California
$5.25M -$328K -21,459 -6%
GAG
22
GM Advisory Group
New York
$4.55M +$37.7K +2,468 +0.8%
Jane Street
23
Jane Street
New York
$4.16M +$226K +14,816 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.91M -$982K -64,269 -20%
LP
25
LGL Partners
Pennsylvania
$3.84M -$468K -30,629 -11%

DBC Hedge Fund Activity: Q3 2019 in Review

181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q3 2019, worth a combined $597M — down 9.8% from $661M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of DBC and 18 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 38 added.

The largest buyer was Guardian Life Insurance, adding an estimated $9.01M. The largest seller was Northern Trust, cutting an estimated $22.6M.

  • 181 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q3 2019, down from 190 in Q2 2019.
  • Funds reported $597M of Invesco DB Commodity Index Tracking Fund stock for Q3 2019, down 9.8% quarter-over-quarter.
  • 18 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q3 2019 and 27 closed out, a net change of -9 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q3 2019 was Guardian Life Insurance, an estimated $9.01M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q3 2019 was Northern Trust, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2019.