Invesco DB Energy Fund
40 hedge funds and large institutions have $125M invested in Invesco DB Energy Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 5 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $117M → $125M (+$8.31M)
3.48% more ownership
Funds ownership: 65.82% → 69.3% (+3.5%)
3% more funds holding
Funds holding: 39 → 40 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLI
Guardian Life Insurance
New York
|
+$4.23M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.51M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.57M |
| 4 |
JP Morgan Chase
New York
|
+$872K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$465K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.95M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2M |
| 4 |
VF
Virtu Financial
New York
|
-$518K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$468K |
DBE Hedge Fund Activity: Q1 2018 in Review
40 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q1 2018, worth a combined $125M — up 7.1% from $117M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DBE positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Guardian Life Insurance, adding an estimated $4.23M. The largest seller was Invesco, cutting an estimated $3.95M.
- 40 institutional investors held Invesco DB Energy Fund (DBE) as of Q1 2018, up from 39 in Q4 2017.
- Funds reported $125M of Invesco DB Energy Fund stock for Q1 2018, up 7.1% quarter-over-quarter.
- 6 funds opened new Invesco DB Energy Fund positions in Q1 2018 and 5 closed out, a net change of +1 holder.
- The largest Invesco DB Energy Fund buyer in Q1 2018 was Guardian Life Insurance, an estimated $4.23M added.
- The largest Invesco DB Energy Fund seller in Q1 2018 was Invesco, an estimated $3.95M sold.
Based on aggregated 13F filings for Q1 2018.