Invesco DB Energy Fund
59 hedge funds and large institutions have $93.9M invested in Invesco DB Energy Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 18 closing their positions.
0.56% more ownership
Funds ownership: 60.31% → 60.87% (+0.56%)
12% less funds holding
Funds holding: 67 → 59 (-8)
20% less capital invested
Capital invested by funds: $118M → $93.9M (-$23.6M)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$5.72M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.73M |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$865K |
| 4 |
LPL Financial
San Diego,
California
|
+$425K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$11.6M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$6.38M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.95M |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$2.85M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.16M |
DBE Hedge Fund Activity: Q4 2022 in Review
59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q4 2022, worth a combined $93.9M — down 20% from $118M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of DBE and 11 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 16 added.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $5.72M. The largest seller was NewEdge Advisors, cutting an estimated $11.6M.
- 59 institutional investors held Invesco DB Energy Fund (DBE) as of Q4 2022, down from 67 in Q3 2022.
- Funds reported $93.9M of Invesco DB Energy Fund stock for Q4 2022, down 20% quarter-over-quarter.
- 11 funds opened new Invesco DB Energy Fund positions in Q4 2022 and 18 closed out, a net change of -7 holders.
- The largest Invesco DB Energy Fund buyer in Q4 2022 was IHT Wealth Management, an estimated $5.72M added.
- The largest Invesco DB Energy Fund seller in Q4 2022 was NewEdge Advisors, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2022.