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Invesco DB Energy Fund

40 hedge funds and large institutions have $51.8M invested in Invesco DB Energy Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.14% less ownership

Funds ownership: 64.92%54.77% (-10%)

20% less funds holding

Funds holding: 5040 (-10)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

65% less capital invested

Capital invested by funds: $148M → $51.8M (-$96.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $220K

Holders
40
Holders Change
-10
Holders Change %
-20%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
17
Closed
19
Calls
Puts
$220K
Net Calls
-$220K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$163K -$449K -29,105 -69%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$128K +$158K +10,255 New
MOS
28
MGO One Seven
Ohio
$52K +$65.6K +4,256 New
CAC
29
Certified Advisory Corp
Florida
$33K +$7.71K +500 +23%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$21K +$26.1K +1,691 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$18K
IA
32
IFP Advisors
Florida
$7K -$26.2K -1,700 -76%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$6K -$64.5K -4,186 -89%
KL
34
KWMG LLC
Kansas
$6K
TRCT
35
Tower Research Capital (TRC)
New York
$6K +$7.71K +500 New
SWM
36
SeaCrest Wealth Management
New York
$5K
BSG
37
Black Swift Group
Colorado
$4K
AG
38
Advisor Group
Arizona
$3K -$144K -9,331 -97%
AIM
39
Astor Investment Management
Illinois
-$10.4M -574,514 Closed
CIM
40
Cambria Investment Management
California
-$8.02M -442,104 Closed
DWA
41
Dorsey Wright & Associates
California
-$5.05M -278,467 Closed
PAG
42
Private Advisory Group
Washington
-$1.66M -94,628 Closed
SS
43
Simplicity Solutions
Minnesota
-$1.54M -85,235 Closed
AWM
44
AE Wealth Management
Kansas
-$1.48M -81,507 Closed
Stifel Financial
45
Stifel Financial
Missouri
-$651K -35,864 Closed
AIA
46
Arrow Investment Advisors
Maryland
-$624K -34,406 Closed
3C
47
361 Capital
Colorado
-$394K -21,733 Closed
RJFSA
48
Raymond James Financial Services Advisors
Florida
-$316K -17,407 Closed
IAA
49
Independent Advisor Alliance
North Carolina
-$284K -15,311 Closed
AI
50
Atria Investments
North Carolina
-$259K -14,314 Closed

DBE Hedge Fund Activity: Q4 2018 in Review

40 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q4 2018, worth a combined $51.8M — down 65% from $148M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DBE and 9 opened new positions — a net loss of 10 holders — while 17 trimmed existing stakes and 9 added.

The largest buyer was Flow Traders U.S., adding an estimated $3.68M. The largest seller was Wells Fargo, cutting an estimated $26.4M.

  • 40 institutional investors held Invesco DB Energy Fund (DBE) as of Q4 2018, down from 50 in Q3 2018.
  • Funds reported $51.8M of Invesco DB Energy Fund stock for Q4 2018, down 65% quarter-over-quarter.
  • 9 funds opened new Invesco DB Energy Fund positions in Q4 2018 and 19 closed out, a net change of -10 holders.
  • The largest Invesco DB Energy Fund buyer in Q4 2018 was Flow Traders U.S., an estimated $3.68M added.
  • The largest Invesco DB Energy Fund seller in Q4 2018 was Wells Fargo, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2018.