DBE icon

Invesco DB Energy Fund

40 hedge funds and large institutions have $46.1M invested in Invesco DB Energy Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$124K -$445 -19 -0.4%
EWM
27
EPG Wealth Management
Georgia
$76.1K -$14.6K -622 -16%
KOCAA
28
Knights of Columbus Asset Advisors
Connecticut
$75.9K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$52.7K
Creative Planning
30
Creative Planning
Kansas
$45.5K +$45.5K +1,945 New
ANBT
31
American National Bank & Trust
Texas
$18.3K +$18.3K +780 New
AA
32
AlphaMark Advisors
Kentucky
$11K
NA
33
NewEdge Advisors
Louisiana
$8.51K -$21.5K -919 -72%
BCMLT
34
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.38K
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$6.93K +$4.66K +199 +205%
NC
36
NewSquare Capital
Pennsylvania
$4.96K -$29K -1,240 -85%
TRCT
37
Tower Research Capital (TRC)
New York
$4.82K -$6.02K -257 -56%
GWM
38
Geneos Wealth Management
Colorado
$4.68K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$2.89K
GRP
40
Global Retirement Partners
California
$1.1K
VF
41
VitalStone Financial
Texas
$1K
FTUS
42
Flow Traders U.S.
New York
-$319K -16,092 Closed
AssetMark Inc
43
AssetMark Inc
California
-$43.8K -2,215 Closed
PIAS
44
PCA Investment Advisory Services
Ohio
-$33.2K -1,678 Closed
ODG
45
O'Dell Group
Ohio
-$9.9K -500 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
-$1.11K -56 Closed