We are live on ! Find out more
DBC icon

Invesco DB Commodity Index Tracking Fund

179 hedge funds and large institutions have $300M invested in Invesco DB Commodity Index Tracking Fund in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $978K | Put options by funds: $1.03M

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

5% less funds holding

Funds holding: 188179 (-9)

9.53% less ownership

Funds ownership: 39.09%29.56% (-9.5%)

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

49% less capital invested

Capital invested by funds: $587M → $300M (-$287M)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
179
Holders Change
-9
Holders Change %
-4.79%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
37
Increased
39
Reduced
63
Closed
40
Calls
$978K
Puts
$1.03M
Net Calls
-$49K
Net Calls Change
-$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$79.3M -$12.8M -918,287 -12%
BCI
2
Brinker Capital Investments
Pennsylvania
$27.6M -$1.38M -99,000 -6%
Wells Fargo
3
Wells Fargo
California
$26.4M -$10.1M -723,413 -24%
Morgan Stanley
4
Morgan Stanley
New York
$18.9M -$1.24M -88,503 -5%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$10M +$4.82M +345,000 +63%
Victory Capital Management
6
Victory Capital Management
Texas
$9.5M +$5.9M +422,100 +100%
FWM
7
FFT Wealth Management
Pennsylvania
$8.55M -$205K -14,646 -2%
Creative Planning
8
Creative Planning
Kansas
$8.08M +$1.16M +82,940 +13%
State Street
9
State Street
Massachusetts
$7.96M +$1.63M +116,348 +20%
MD
10
Money Design
Japan
$7.51M +$2.04M +145,654 +28%
AllianceBernstein
11
AllianceBernstein
Tennessee
$5.12M -$992K -71,010 -13%
UBS Group
12
UBS Group
Switzerland
$4.64M -$1.21M -86,218 -17%
CI
13
Cordant Inc
Oregon
$4.27M +$446K +31,915 +9%
Jane Street
14
Jane Street
New York
$4.12M +$5.12M +366,494 New
Goldman Sachs
15
Goldman Sachs
New York
$3.83M -$1.38M -98,871 -23%
F
16
Filament
Washington
$3.47M +$4.32M +308,855 New
LPL Financial
17
LPL Financial
California
$3.23M -$2.71M -193,894 -40%
LMIM
18
Lockheed Martin Investment Management
Maryland
$2.87M
Nomura Asset Management
19
Nomura Asset Management
Japan
$2.68M -$3.15M -225,200 -49%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.61M -$6.56M -469,207 -67%
MWA
21
MFA Wealth Advisors
Pennsylvania
$2.58M +$3.21M +229,972 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.35M +$2.91M +208,503 New
LP
23
LGL Partners
Pennsylvania
$2.16M -$266K -19,020 -9%
SWIG
24
Strategic Wealth Investment Group
Kentucky
$1.89M +$583K +41,698 +33%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.76M -$33.1M -2,369,610 -94%

DBC Hedge Fund Activity: Q1 2020 in Review

179 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q1 2020, worth a combined $300M — down 49% from $587M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DBC and 37 opened new positions — a net loss of 3 holders — while 63 trimmed existing stakes and 39 added.

The largest buyer was Victory Capital Management, adding an estimated $5.9M. The largest seller was Jabodon PT Co, exiting entirely with an estimated $51.7M sold.

  • 179 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q1 2020, down from 188 in Q4 2019.
  • Funds reported $300M of Invesco DB Commodity Index Tracking Fund stock for Q1 2020, down 49% quarter-over-quarter.
  • 37 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q1 2020 and 40 closed out, a net change of -3 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q1 2020 was Victory Capital Management, an estimated $5.9M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q1 2020 was Jabodon PT Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2020.