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Invesco DB Commodity Index Tracking Fund

150 hedge funds and large institutions have $313M invested in Invesco DB Commodity Index Tracking Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 53 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.21M

4% more capital invested

Capital invested by funds: $300M → $313M (+$12.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.06% less ownership

Funds ownership: 29.56%28.49% (-1.1%)

16% less funds holding

Funds holding: 179150 (-29)

45% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 53

64% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 44

Holders
150
Holders Change
-29
Holders Change %
-16.2%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
53
Closed
44
Calls
$1.89M
Puts
$1.21M
Net Calls
+$676K
Net Calls Change
+$725K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$82M -$4.49M -388,530 -6%
Wells Fargo
2
Wells Fargo
California
$29M +$39.4K +3,412 +0.1%
BCI
3
Brinker Capital Investments
Pennsylvania
$23.6M -$2.6M -225,000 -15%
Creative Planning
4
Creative Planning
Kansas
$21.3M +$11.7M +1,012,772 +141%
Morgan Stanley
5
Morgan Stanley
New York
$21.2M +$472K +40,872 +2%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$11M
MD
7
Money Design
Japan
$8.81M +$564K +48,796 +7%
State Street
8
State Street
Massachusetts
$8.47M -$226K -19,581 -3%
Nomura Asset Management
9
Nomura Asset Management
Japan
$7.68M +$4.46M +385,700 +162%
Victory Capital Management
10
Victory Capital Management
Texas
$5.2M -$4.88M -422,100 -50%
CI
11
Cordant Inc
Oregon
$4.91M +$217K +18,767 +5%
UBS Group
12
UBS Group
Switzerland
$4.11M -$908K -78,560 -19%
AFS
13
Axiom Financial Strategies
Indiana
$3.89M +$1.86M +161,335 +104%
LPL Financial
14
LPL Financial
California
$3.87M +$312K +27,038 +9%
F
15
Filament
Washington
$3.79M -$13.2K -1,140 -0.4%
Goldman Sachs
16
Goldman Sachs
New York
$3.74M -$417K -36,131 -11%
MWA
17
MFA Wealth Advisors
Pennsylvania
$3.44M +$569K +49,273 +21%
LMIM
18
Lockheed Martin Investment Management
Maryland
$3.14M
Stifel Financial
19
Stifel Financial
Missouri
$2.8M +$2.63M +227,490 New
CAN
20
Cetera Advisor Networks
California
$2.75M +$1.68M +145,651 +187%
AllianceBernstein
21
AllianceBernstein
Tennessee
$2.54M -$2.88M -249,020 -55%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.42M -$404K -34,997 -15%
LP
23
LGL Partners
Pennsylvania
$2.25M -$106K -9,202 -5%
Ameriprise
24
Ameriprise
Minnesota
$2.06M +$415K +35,937 +27%
CFD
25
Creative Financial Designs
Indiana
$1.94M +$194K +16,815 +12%

DBC Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q2 2020, worth a combined $313M — up 4.2% from $300M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DBC and 16 opened new positions — a net loss of 28 holders — while 53 trimmed existing stakes and 29 added.

The largest buyer was Creative Planning, adding an estimated $11.7M. The largest seller was FFT Wealth Management, exiting entirely with an estimated $8.55M sold.

  • 150 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q2 2020, down from 179 in Q1 2020.
  • Funds reported $313M of Invesco DB Commodity Index Tracking Fund stock for Q2 2020, up 4.2% quarter-over-quarter.
  • 16 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q2 2020 and 44 closed out, a net change of -28 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q2 2020 was Creative Planning, an estimated $11.7M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q2 2020 was FFT Wealth Management, an estimated $8.55M sold.

Based on aggregated 13F filings for Q2 2020.