Invesco DB Energy Fund
47 hedge funds and large institutions have $39.5M invested in Invesco DB Energy Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
15% more funds holding
Funds holding: 41 → 47 (+6)
4.28% more ownership
Funds ownership: 48.97% → 53.25% (+4.3%)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
15% less capital invested
Capital invested by funds: $46.5M → $39.5M (-$6.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.5M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.95M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.67M |
| 4 |
BA
Bridge Advisory
Pasadena,
California
|
+$1.51M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$424K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.15M |
| 4 |
PCM
Prelude Capital Management
New York
|
-$281K |
| 5 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
51
Cetera Advisor Networks
El Segundo,
California
| – | -$206K | -8,780 | Closed |
|
|
EWM
52
EPG Wealth Management
Atlanta,
Georgia
| – | -$76.1K | -3,250 | Closed |
|
53
Creative Planning
Overland Park,
Kansas
| – | -$45.5K | -1,945 | Closed |
|
|
ANBT
54
American National Bank & Trust
Wichita Falls,
Texas
| – | -$18.3K | -780 | Closed |
|
|
NC
55
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$4.96K | -212 | Closed |
|
DBE Hedge Fund Activity: Q4 2023 in Review
47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q4 2023, worth a combined $39.5M — down 15% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DBE positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $6.5M. The largest seller was Invesco, cutting an estimated $11M.
- 47 institutional investors held Invesco DB Energy Fund (DBE) as of Q4 2023, up from 41 in Q3 2023.
- Funds reported $39.5M of Invesco DB Energy Fund stock for Q4 2023, down 15% quarter-over-quarter.
- 13 funds opened new Invesco DB Energy Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest Invesco DB Energy Fund buyer in Q4 2023 was Jane Street, an estimated $6.5M added.
- The largest Invesco DB Energy Fund seller in Q4 2023 was Invesco, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2023.