Invesco DB Energy Fund
39 hedge funds and large institutions have $60M invested in Invesco DB Energy Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
46% more capital invested
Capital invested by funds: $41.2M → $60M (+$18.8M)
18% more funds holding
Funds holding: 33 → 39 (+6)
6.48% more ownership
Funds ownership: 48.49% → 54.97% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.92M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.82M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.73M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$5.1M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$881K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$491K |
| 4 |
Jane Street
New York
|
-$399K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$329K |
DBE Hedge Fund Activity: Q2 2021 in Review
39 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q2 2021, worth a combined $60M — up 46% from $41.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DBE positions and 5 closed out — a net gain of 6 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $4.92M. The largest seller was Invesco, cutting an estimated $5.1M.
- 39 institutional investors held Invesco DB Energy Fund (DBE) as of Q2 2021, up from 33 in Q1 2021.
- Funds reported $60M of Invesco DB Energy Fund stock for Q2 2021, up 46% quarter-over-quarter.
- 11 funds opened new Invesco DB Energy Fund positions in Q2 2021 and 5 closed out, a net change of +6 holders.
- The largest Invesco DB Energy Fund buyer in Q2 2021 was NewEdge Advisors, an estimated $4.92M added.
- The largest Invesco DB Energy Fund seller in Q2 2021 was Invesco, an estimated $5.1M sold.
Based on aggregated 13F filings for Q2 2021.