Invesco DB Energy Fund
44 hedge funds and large institutions have $50.9M 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.
29% more capital invested
Capital invested by funds: $39.5M → $50.9M (+$11.4M)
2.41% more ownership
Funds ownership: 53.25% → 55.66% (+2.4%)
6% less funds holding
Funds holding: 47 → 44 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
50% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$12.7M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$6.16M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$881K |
| 4 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
+$738K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.52M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.15M |
| 5 |
BA
Bridge Advisory
Pasadena,
California
|
-$794K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ODG
51
O'Dell Group
Cincinnati,
Ohio
| – | -$9.6K | -500 | Closed |
|
|
RIM
52
Rockbridge Investment Management
Syracuse,
New York
| – | -$3.9K | -203 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.92K | -100 | Closed |
|
|
VF
54
VitalStone Financial
Shavano Park,
Texas
| – | -$1K | -40 | Closed |
|
DBE Hedge Fund Activity: Q1 2024 in Review
44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q1 2024, worth a combined $50.9M — up 29% from $39.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DBE and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 10 added.
The largest buyer was Alaska Permanent Capital Management, adding an estimated $12.7M. The largest seller was Jane Street, cutting an estimated $7.14M.
- 44 institutional investors held Invesco DB Energy Fund (DBE) as of Q1 2024, down from 47 in Q4 2023.
- Funds reported $50.9M of Invesco DB Energy Fund stock for Q1 2024, up 29% quarter-over-quarter.
- 7 funds opened new Invesco DB Energy Fund positions in Q1 2024 and 9 closed out, a net change of -2 holders.
- The largest Invesco DB Energy Fund buyer in Q1 2024 was Alaska Permanent Capital Management, an estimated $12.7M added.
- The largest Invesco DB Energy Fund seller in Q1 2024 was Jane Street, an estimated $7.14M sold.
Based on aggregated 13F filings for Q1 2024.