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Invesco DB Energy Fund
DBE

Overview Fund Activity

43 hedge funds and large institutions have $50.6M invested in Invesco DB Energy Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$13.5M
2
AWA
2
Alaska Wealth Advisors
Alaska
$6.38M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29M
4
LWL
4
Leo Wealth LLC
Texas
$766K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$342K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
ASN
3
Advisory Services Network
Georgia
$2.23M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
BA
5
Bridge Advisory
California
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$138K +$35.4K +1,708 +35%
Osaic Holdings
27
Osaic Holdings
Arizona
$122K -$46.7K -2,251 -28%
HNB
28
Huntington National Bank
Ohio
$111K -$103K – –
Morgan Stanley
29
Morgan Stanley
New York
$105K -$105K -5,080 -50%
KOCAA
30
Knights of Columbus Asset Advisors
Connecticut
$71.5K +$5.3K +256 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$63K -$6.44K -313 -9%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$35.3K -$2.98K -144 -8%
WA
33
WestEnd Advisors
North Carolina
$29.2K +$1.8K +87 +7%
AA
34
AlphaMark Advisors
Kentucky
$9K – – –
BCMLT
35
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.73K – – –
NA
36
NewEdge Advisors
Louisiana
$7.59K – – –
GWM
37
Geneos Wealth Management
Colorado
$4.14K – – –
AWM
38
Avior Wealth Management
Nebraska
$4.14K +$4.14K +200 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$4.06K -$2.07K -100 -34%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$2.51K – – –
GRP
41
Global Retirement Partners
California
$1.04K – – –
IA
42
IFP Advisors
Florida
$414 +$414 +20 New
CJ
43
Caitlin John
Michigan
$22 -$132 -6 -86%
CAM
44
Creekmur Asset Management
Illinois
$20 -$7.52K -376 -100%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$1.68M -87,605 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
– -$1.15M -57,750 Closed
Stifel Financial
47
Stifel Financial
Missouri
– -$226K -11,765 Closed
Ameriprise
48
Ameriprise
Minnesota
– -$213K -11,095 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$46.5K -2,423 Closed
ODG
50
O'Dell Group
Ohio
– -$9.6K -500 Closed
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2
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